Location-Specific Positions 

 

Locations or departments can be added to an account by making "location-specific Positions" and then creating a "position group" that includes those positions. Then the location is quickly viewable by choosing that group in the Positions dropdown menu.  (See Multiple locations or departments? to determine if you should use separate WhenToHelp accounts for your multiple locations.

 

Ex. Create Position names like: Cashier - Dept 1, Cashier - Dept 2 , Sales - Dept 1, Sales - Dept 2  (you can use any names you like and which location can have different positions)

 

You then have the flexibility of viewing any combination of these Positions (One location or all Cashiers across all locations etc.)  Each Helper's "Position Preferences" can also be set, by you or the Helper, to indicate what Locations they prefer to help. 

 

To create Location-Specific Positions in one Account: 

From any Schedule View 

In the Positions dropdown choose Add Positions to open the Add Positions window 

Enter the Position followed by the Location abbreviation or department Ex. Store 1 - Cashier or Cashier - Store 1. Position names can always be edited later.

Click Add Now 

The window will close and the new position will be added 

 

To create a Position Group to filter views to show only one location

From any Schedule View 

In the Positions dropdown choose Select/Group Positions to open the Select/Group Positions window 

Put a check next to the Positions that you want to be included in this group 

Type the location name for the group  

Click Display 

The window will close and the schedule will only show the shifts in the Position Group 

The Positions dropdown will now also list your location position group above the regular Positions 

 

Related Topics: 

Creating & Editing "Position Groups"  

Multiple locations or departments? 

Rating Helpers for Positions/Locations