Set Up Departments for Staff

Organizing your staffing into the relevant departments for your store can help you schedule for appropriate coverage and keep labor spend within budget. Here's how to add your own customized departments for use in Scheduling.

Map to Custom Field

  • Navigate to the Staff & Payroll Settings page, click the Schedule tab, and click the Unlock Parameters button at the bottom of the page.
  • Find the Departments section and click Unlock Parameters.
  • Once unlocked, decide if you'd like to manually define each employee's department, or if you'd like to map to a custom field in the employee record automatically.
  • Add a department label to the blank row, and assign a color for an easy visual cue. If you chose to assign employees to departments by mapping to a custom field automatically, select which custom field this department will map to.

Let's say your employee record has a custom field for "Job Title", and each member of your sales team has the title "Salesperson".

In this case, you could label a department "Sales", mapping to the field "Title", with the value "Salesperson". This would automatically put each member of your sales team into the Sales department.

Click the "+ Add Row" button to create a new department, adding as many departments as you'd like, and click Save.

Define Manually

    • Navigate to the Staff & Payroll Settings page, click the Schedule tab, and click the "Unlock Parameters" button at the bottom of the page.
    • Find the Departments section.
    • Once unlocked, decide if you'd like to manually define each employee's department, or if you'd like to map to a custom field in the employee record automatically.
    • Add a department label to the blank row, and assign a color for an easy visual cue. If you chose to assign employees to departments by mapping to a custom field automatically, select which custom field this department will map to.

    Let's say your employee record has a custom field for "Job Title", and each member of your sales team has the title "Salesperson".

    In this case, you could label a department "Sales", mapping to the field "Title", with the value "Salesperson". This would automatically put each member of your sales team into the Sales department.

    Click the "+ Add Row" button to create a new department, adding as many departments as you'd like, and click Save.