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Add a link to Job Titles separate of employees

Add a link to Job Titles separate of employees

There should be a way to create and edit job titles without having to add an employee to do so. For instance, I would like to create the position of Front Cash because I know we will be adding that employee position. However, I cannot add it until the first employee gets hired in that position. It's not a clean or efficient system. I would also like to be able to edit a job without having to enter an employees "file" directly. Basically, like you have a Team choice in the staff and payroll section, you need a choice for Jobs (or Job titles)

1 Reply
Square Champion

I understand your frustration with the current system for creating and editing job titles in Square. While Square's system may not directly support creating job titles without first adding an employee, there is a workaround that you can use by leveraging the permissions feature. Here’s a way to manage job titles more efficiently:

Workaround Using Permissions

You can create roles with specific permissions that correspond to the job titles you want to establish, even if you don't have employees assigned to those roles yet. Here's how to do it:

  1. Create a Role (Job Title):

    • Go to your Square Dashboard.
    • Navigate to the "Team" section under Staff and Payroll.
    • Select "Permissions" and then "Create Role."
    • Enter the job title you want (e.g., Front Cash) and configure the permissions that role should have.
    • Save the role.
  2. Edit Roles (Job Titles) Without Assigning Employees:

    • You can create and manage these roles without needing to assign them to employees immediately. This allows you to set up your job titles in advance.
  3. Assign Roles to Employees Later:

    • When you hire someone for the position, you can easily assign the pre-created role to the new employee.

Steps to Create and Manage Job Titles

  1. Log In to Your Square Dashboard:

    • Access your Square Dashboard with your credentials.
  2. Navigate to Team Management:

    • Click on the "Team" section from the main menu.
  3. Create a New Role:

    • Select "Permissions" from the Team Management options.
    • Click on "Create Role" and enter the desired job title (e.g., Front Cash).
    • Define the permissions and responsibilities associated with this role.
    • Save the role. This job title is now ready to be assigned once you hire an employee for that position.
  4. Edit Roles as Needed:

    • You can return to the "Permissions" section at any time to edit existing roles. This way, you don’t need to go through an employee’s file to make changes.

Suggestion for Improved Workflow

If you find this workaround helpful but still cumbersome, consider providing feedback to Square about adding a dedicated “Jobs” or “Job Titles” section. Square values user feedback for improving their services, and your suggestion could lead to a more streamlined feature in future updates.