Department Head setup wizard
A walkthrough of the Department Head setup wizard — configuring skill tiers, stations, and inviting your team.
When a Department Head logs in for the first time, they complete a setup wizard that configures their department before anything else can happen. This takes about 10 minutes. Here's what each step covers.
Step 1 — Skill Classifications (position tiers)
Set up the position titles and levels for your department. The app pre-loads a template based on your department type (BOH, FOH, BAR, or a generic ladder) as a starting point. Rename any title, add levels, or remove ones that don't apply to your operation. These become the Skill Classification options when adding staff.
Be deliberate here — position titles drive career progression conversations and show up on staff profiles. You can edit them later, but getting them right upfront saves rework.
Step 2 — Stations
Define the stations or areas within your department (e.g., Prep, Saute, Expo for a BOH department). Each station can be assigned a shift pattern: AM only, PM only, AM+PM, or split. Stations are used in assessments and check-ins to scope conversations to where a staff member actually works.
Step 3 — Invite your team
Add your managers and staff members by email. Managers receive an invite and can access the dashboard immediately. Staff receive an invite to create their account and access their staff portal.
After setup
Once you complete the wizard, your department is live. Staff you added will start accruing their check-in schedule based on their hire dates. Your setup is editable anytime from Settings.
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