Assigning leadership to a Daypart ensures Lead Duties appear as tasks on the leader’s Home Screen and lets the team know who is responsible for the Daypart.
To assign or reassign Leadership, you must have a Lead, Manager, Location Manager, or any Organization‑level role. Users with the Team Member role cannot assign leadership or be assigned as a leader.
Mobile: Assign Leadership
- From the Team tab, select the Area, Day, and Daypart you want to assign leadership for
- If you choose to assign Leadership for All Day rather than a specific Daypart, any incomplete assignments to the leader position are assigned to the newly assigned leader
- Tap the Leadership tile
- Tap the unassigned Daypart you wish to assign a leader to
- Search for and select a Leader
- A notification will appear noting that the Leader has been updated
Mobile: Reassign Leadership
- From the Team tab, select the Area, Day, and Daypart you want to assign leadership for
- If you choose to assign Leadership for All Day rather than a specific Daypart, any incomplete assignments to the leader position are assigned to the newly assigned leader
- Tap the Leadership tile
- Tap the current Leader that you'd like to reassign
- Search for and select a new Leader
- A notification will appear noting that the Leader has been updated
- The previous Shift Leader will be unassigned
Tablet: Assign Leadership
- Open the side menu and tap Team
- Select the Area, Day, and Daypart you want to assign leadership for
- If you choose to assign Leadership for All Day rather than a specific Daypart, any incomplete assignments to the leader position are assigned to the newly assigned leader
- Tap the Leadership tile
- Tap the unassigned Daypart you wish to assign a leader to
- Search for and select a Leader
- A notification will appear noting that the Leader has been updated
You may be prompted to sign in with your personal PIN while assigning or reassigning Shifts on Tablet
Tablet: Reassign Leadership
- Open the side menu and tap Team
- Select the Area, Day, and Daypart you want to assign leadership for
- If you choose to assign Leadership for All Day rather than a specific Daypart, any incomplete assignments to the leader position are assigned to the newly assigned leader
- Tap the Leadership tile
- Tap the current Leader that you'd like to reassign
- Search for and select a new Leader
- A notification will appear noting that the Leader has been updated
- The previous Shift Leader will be unassigned
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