Jobs

The Jobs feature improves structural management and permissions. Using Jobs, you can set who each job reports to, and you can then view this in a visual hierarchy so you can clearly see the chain of command.

Jobs can be renamed “Positions,” “Seats,” or “Roles.” You might already have roles in your system; these are normally used for scheduling, and we recommend they be renamed ‘skills’ to reflect their use more accurately. You can create as many jobs as your organisation requires. To set this feature up, simply go to Global Settings > Features > Enable Jobs and Organisational Hierarchy.

Permissions

You have two system permissions related to jobs. The first is ‘Manage Jobs’, which revolves around assigning jobs. The second is ‘View Jobs’, which means this level of staff member can view the organisational hierarchy. This might be more helpful for senior personnel rather than accessible to the entire workforce.

Managing Jobs

To start managing jobs you will need to go through System > Staff Data & Processes > Manage Jobs. From here you are able to use the action bar to view the Job Hierarchy or create a new job. When creating a job you can decide the job title, description and who that job reports to.

You can also view all created jobs and their details. You can see who is currently assigned to a job, assign staff to a job, or edit a job. If this page is not appearing for you, ensure that you have enabled the ‘Manage Jobs’ permission in Global Settings.

Hierarchy

The new Job Hierarchy page lets you quickly and clearly see the different roles in your organisation and the chain of command. Additionally, each job has an interactive button. When clicked on, you can edit the job from here or add an additional chain to the hierarchy.

Adding a new chain to the hierarchy will automatically appear below the job you are editing.

Specific Management under Jobs

Depending on how much information has been set, you have different options for setting up someone’s direct manager, ranging from the most to the least specific. Starting with the most specific and the one that has most recently been added, you can set a specific line manager as a person, which can override the manager set up in the jobs hierarchy.
This might be useful if you have two team levels under the same position, i.e. bar manager, but who have different teams they manage.

There are many options. You can set the system up only to use jobs and never use job hierarchy. Alternatively, you can use jobs if made available and then fall to custom line or room managers (as previously). You can also customise the line managers per job assignment if needed.

By default, line managers are set to be the same as the holders of the parent job. However, you are now able to add a line manager above that will override the preset managers (remember that line managers must share at least one venue with the staff member). To set a specific line manager for a staff member that will override what has been established in the Job Hierarchy, you must go to Manage Jobs > Assign Staff. Click on the ‘set line manager’ button next to the staff member you want to assign them to and choose from the drop-down list. 

This can be helpful if you have multiple staff members in the same position but are leading different teams. For example, if you had two bar managers and wanted to specify that some bar staff report directly to a specific manager.

If you do not specify a person, the default person, your staff member, will report to match what’s been set in the job hierarchy. If the job hasn’t been set up in the hierarchy, it will default to what was assigned under the staff member’s profile. If this has not been set up, it will default to the venue manager at the venue to which the staff member was assigned.

Job Hierarchy and Contracts

If you are using the new jobs feature, you can use line managers based on the job hierarchy rather than sharing line managers. The relevant line managers for the contract document will be presented when signing the contract document.