Add your team and their positions

Your team list is the people who can be scheduled. A position is the role someone can work, such as Floor, Kitchen or Bar.

Steps

1. In setup, open the step about your team. On the phone it is Who works with you?. On the web it is What are your team's first names?
2. Write their first names, separated by commas or new lines. Three is enough to start.
3. No names yet? On the phone, tap Use examples. On the web, tap Skip: use example names. Example names are marked (example), and you replace them later in Team.
4. Tap Continue. On the phone you can also use a photo of your roster: see Import a roster from a photo. Photo import is not on the web.
5. After setup, open the Team tab to see everyone. Tap a person to open their details.
6. Positions: on the phone, Who does what in the Set up list lets you tap the positions each person can do. On the web, tap a position button in the person's panel to switch it on or off. It saves right away. If you already did this in setup, under the positions in How many people per shift?, the item Who does what is already ticked.

Good to know

• Positions come from your kind of business. A person can have more than one.
• Someone with no matching position is not scheduled in that role, because the app respects positions.
• Each person starts with default weekly limits. Change them in Weekly limits and availability.
• People you have not yet invited show an Invited label until they join. See Invite your team.
• Free allows up to 5 employees, Starter up to 10, and seat bands up to 100. During the trial the limit is one band above your plan.