New Dept., Position or Task - Store User Guide

The purpose of this section is to illustrate how to create new Departments, Positions or Tasks.

Creating a New Department, Position or Task

There are two ways to create a new Department, Position or Task. You can create one by editing an employee’s file or by accessing Roles & Responsibilities within the Labor section of the site.

Creating a New Department, Position or Task, via the Roles & Responsibilities platform.

STEP 1: From your Dashboard view, mouse over the Store tab and click Labor.

STEP 2: From the Labor Management screen, click Roles, which will take you to the Role Management page.

STEP 3: To create a New Department, Position or Task, click More Options at the top right corner of the screen and select the desired category (Department, Position, or Task).

STEP 4: Enter the name and description (optional) of the Department/Position/Task in the fields that appear and click Save when done. Note: You will have the option to assign a color to any Position you create.

Creating a New Department, Position or Task, via an Employee’s file.

STEP 1: From your Dashboard view, mouse over the Store tab and click Labor.

STEP 2: From the Labor Management screen, click Employees.

STEP 3: To view information for a specific employee, click on the row with the employee’s name shown. The employee’s name, location, department, position, and tasks will be shown, if previously assigned.

STEP 4: To edit this information, click Edit Employee Information in the lower right corner of the top text box. The page will change to show the Edit Employee box.

STEP 5: To create a New Department, Position or Task, simply click on the “Create New…” link at the bottom of the category you wish to edit.

Enter the name of the Department/Position/Task in the field that appears
Click the + button to create the Department/Position/Task.
Click the Save button to assign the new Department/Position/Task to the employee.
Click Cancel to cancel this process and return to the previous screen.