Set up jobs and pay rates

Create the jobs your shop uses and record each person's job and pay.

Who is this guide for?Admins in the back office. Finance can see pay but not change it. Viewers can't see pay.

Create a job

A job is a title such as Barista, shared by the whole shop.

On the back office
  1. Click Team in the menu.
  2. On the Jobs card, click New job.
  3. Type the Job title.
  4. Leave Tip eligible on if people in this job earn tips.
  5. Click Save.

Give someone a job and a pay rate

On the back office
  1. Click Team in the menu, then click the person's name.
  2. Under Jobs and pay, pick their Primary job. Or pick + Create new job to add one here.
  3. Pick a Pay type: Hourly or Salary.
  4. Enter the Hourly rate or Annual salary, such as 17.50. You can leave it blank.
  5. To add a second job, click Add another job. Use Make primary to change which comes first.
  6. Turn Overtime exempt on or off.
  7. Click Save jobs.

Change or delete a job

  • On the Jobs card, click Edit beside a job to rename it or change Tip eligible.
  • Click Delete to remove a job. A job someone still holds can't be deleted. Give them another job first.
  • The People list on Team shows each person's job.
If an hourly rate is over $1,000, the back office asks you to check for an extra zero.
Jobs and pay can only be set in the back office, not in the Surge app.
On Surge, a shift is the cash drawer, opened and closed at the till. See "Open and close the cash drawer".
Still stuck?

Email us your business name and what you were trying to do.

info@surgeups.com