Skip to main content
Positions are the specific jobs team members work and get rated on. This guide shows you how to manage them.

​
Accessing Position Settings

  1. Go to Organization Settings
  2. Click Positional Excellence in the sidebar
  3. Select the Positions tab

​
Understanding Positions

​
What Is a Position?

A position represents a specific job function: Front of House (FOH)
  • Register/iPOS
  • Bagging
  • Dining Room/Host
  • Drinks
Back of House (BOH)
  • Primary
  • Prep
  • Fries
  • Breading
Your organization can define any positions that make sense for your operation.

​
FOH vs BOH

Each position belongs to one category:
  • FOH
  • BOH
This categorization:
  • Organizes positions in the dashboard
  • Helps with reporting

​
How to Add a Position

1

Find the Add Button

Look for Add FOH Position or Add BOH Position below the existing positions.
2

Enter the Position Name

Type a clear, short name (e.g., “Drive-Thru”, “Grill”, “Expeditor”).
3

Add a Description

Write a description explaining what this position does. This shows up in the rating form.
4

Save

The position saves automatically when you click away, or click Save Changes.

​
How to Edit a Position

  1. Find the position in the list
  2. Click on the name or description field
  3. Make your changes
  4. Click away to save (auto-saves)

​
How to Remove a Position

  1. Click the delete icon (trash can) next to the position
  2. Confirm the deletion
Deleting a position removes it from future ratings. Historical ratings are preserved, but the position won’t appear in new rating submissions.

​
Writing Good Position Descriptions

The description helps raters understand what the position involves. Include:
  • Main responsibilities - What does this person do?
  • Key tasks - What activities should you look for?
  • Excellence indicators - What does great performance look like?

​
Reordering Positions

Drag and drop positions to change their order:
  1. Hover over the drag handle (the lines on the left)
  2. Drag the position up or down
  3. Release to set the new position
The order affects how positions appear in dropdowns, lists, and tables.

​
Language Support

If your team includes Spanish speakers:
  1. Switch the language toggle to Español
  2. Use the Auto-translate button to translate from English
  3. Customize the Spanish names and descriptions

​
After Adding a Position

When you add a new position, you also need to:
  1. Define rating criteria - Go to the Rating Criteria tab and set up the 5 criteria
  2. Set up role mapping - Go to Role Mapping to determine who can rate this position
Without rating criteria, the position won’t appear in rating forms. Managing Rating Criteria

​
Troubleshooting

Check that:
  • The position has all 5 rating criteria defined
  • The user’s role has permission to rate it (Role Mapping)
Positions with historical ratings can’t be fully deleted to preserve data integrity. Contact support if you need to hide a position.
Click outside the text field to trigger auto-save. If issues persist, try clicking Save Changes explicitly or refreshing the page.