Once you've done the web set-up for Site Positions (click here to view), you can start creating shifts by position on mobile. Here are the steps to follow:
- Schedule > select customer > select site. Please note that only sites with a site position setup will be available on mobile. You can not add site positions for a site on mobile and it will reflect on the GH site.
- Add Shift
- Create shift as normal. Click Position Selection to add a position. Please note that the positions available for selection are those that have are shown on the web Site Position Lookup.
- Complete shift details (staff name, pay template,charge template, etc)
- Save and Publish
On the guard's end, they will see the position assigned to them under My Shifts > Shift > My Roster Details> Notes.
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FAQs:
Q: Is there a way not to show the site position to the guard when creating a shift on mobile?
A: Yes. Toggle off the Visible on Mobile option when under Edit Notes. Save.