Creating a Position

Positions are used across the platform for critical features, such as Scheduling, Billing, and Mobile Patrol. You must have at least one position at a site, zone, or department to schedule employees.

You can create positions at sites, zones, or departments.

 

From a Site:

Sites (Client) > Select Site > Overview > Positions > Create a Position

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From a Zone:

Sites (Client) > Site Zones (Groups) > Select Zone > Positions > Create a Position

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This will open the Create a position window you can fill in.

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Post Base Settings

The Post Base Settings are essentials to identify and define the position and communicate important information to the employees when sending them their schedules.

Post Name and Post ID: They will help you search for specific positions in the future, so use a name or an ID that makes sense and that you will remember.

Short Description of Tasks: This is for internal use only and should describe the officers' activities.

Schedule Memo: Gather the information you wish to provide the employee scheduled for this position. For example, you could remind employees to dress according to the weather for an outdoor post. This information will be available in the email distribution of the schedule.

Status: Can be either "Active" or "Archived." If the position is still in use and you want to use it as part of your scheduling process, ensure it is active; otherwise, you can archive it so it doesn't appear anymore.

 

Compliances

Requirements are also commonly referred to as Skills & Attributes. This section links the right skills and attributes to each position. This step is critical as it will allow only the right person with the right skill set to work in each position. 

Hard Requirements: They are requirements that the employee MUST have to be assigned the position. Someone without them won't appear in your search if you try to assign the position.

Conditional Requirements: The employee must have at least one to work in the position.

Soft Requirements: They are the preferred requirements; consider them as nice to have.

 

Service Dates

Service dates will allow for better planning to start and stop scheduling for a position at the correct date.

Service Duration: Choose whether you want the position to be Ongoing or Temporary Service.

Begin Date: This is simply the date from which the position will be available to be scheduled.

Expense Reimbursement: Add Ad Hoc Earning items that will be reimbursed after approval.

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