Set up your positions
Add the roles you roster, such as Barista or Chef, link each one to your award, pay above the award rate, and look up what each award level covers.
Positions are the roles you roster, such as Barista, Bartender or Line cook. Each position is linked to a role in your award, which is how Shiftly knows which award levels and pay rules apply. You can also pay more than the award rate for a position. This guide covers the positions list, adding and changing a position, and looking up its award levels.
Who this is for
Owners and managers using the Shiftly web platform. To add, edit or delete positions you need permission to edit the roster. Without it, you can still view positions and their award levels.
Before you start
- Positions belong to a location. The list shows the positions at the location selected at the top left, so pick the right location first.
- Open People in the top navigation and choose Positions.
View your positions
The Your Positions table lists each position at the selected location with its Name, Description and Rate Increase (the amount you pay above the award rate). Each row has three actions: Edit (pencil), View Award (badge) and Delete (bin).
Add a position
Open the form and choose the role
Select Create new position. In Name, start typing the role. The list shows the matching roles from your award, plus any roles your business has added. Pick one, or if your role isn't listed, choose Create "..." to add it as a new role for your business. Shiftly tries to match a new role to the right part of your award. If the role you need is close to one in the list, picking that one is the safer choice. What each person in a position is paid comes from how you classify them on their profile; see Classify staff and estimate pay.
Check the nickname and description
Choosing a role fills in the Position nickname and Description for you. The nickname is the name you'll see on the roster and in this list, so change it to what your team calls the role, for example "Kitchen hand". Edit the description if you need to. It can't be left empty and can be up to 400 characters.
Set any pay above the award, then save
In Rate increase, enter the extra amount per hour you pay above the award rate for this position. For example, if the award rate is $32 an hour and you pay $35, enter 3. Leave it at 0 to pay the award rate. Shiftly adds this amount to the award rate when it costs shifts and timesheets in this position. It can't be negative.
Select Complete to save the position, or Cancel to close the form without saving.
If the location is set up to use volunteers, the form also shows Default to volunteer shifts. When it's on, new shifts in this position start as volunteer (unpaid) shifts, and you can still change any single shift.
Change a position
Select Edit on a position's row, or double-click the row. The same form opens with the position's details filled in. Change what you need and select Complete.
Delete a position
Select Delete on the position's row. Shiftly asks you to confirm and warns that shifts currently associated with this position will be deleted, but timesheets will remain. Select Delete to go ahead, or Cancel to keep the position.
Deleting a position removes every shift in that position, past and future, and removes its shifts from your roster templates. Timesheets that have already been recorded are kept. There's no undo.
Look up the award levels
Select View Award on a position's row. The levels page shows which stream of the award the role is classified under (the section of the award it falls in, such as Food and Beverage). The stream name links to the award on the Fair Work Commission website. Below it, a table lists each level with the award's description of the duties at that level. Use it to decide which level to classify each employee at.
Related
Add and set up your locations
Add a venue and set its address, timezone, clock-in boundary, default shift times, roster week, approval and labour targets, public holidays, kiosk and employee-app settings.
Track labour cost by job
Set up jobs (or cost centres, or projects) to track hours and labour cost against them. Create them, assign staff, set budgets and colours, and archive the ones you no longer use.