Configure Data Interactions for a Position

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At a glance

Data Interactions are the four fields on a position that connect it to the rest of OneClick: Associated Training Position, Associated Permission, Auto Schedule Priority, and HotSchedules Job Title. Configuring these well turns Auto-Scheduler from a rough starting placement into a near-final layout. This article covers each, with the workflow for each and the decision logic for when to use which.

Before you start

1. You need Manager, Director, or Operator permission by default to access the Layout Editor. Exact assignment is controlled by your store's Customization Rubric.
2. Be ready to think about each position three ways: what training powers it, what permission matches it, and what HotSchedules job code gets scheduled to it. Not every position needs all four interactions; some only need two.
3. Read Understand the Layout Editor and Use Auto-Scheduler first if you are new to how these interactions feed the Auto-Scheduler. This article assumes both.
4. Estimated time: two to five minutes per position the first time; faster as you repeat across the template.

Steps

1. Open the Layout Editor. Toggle to FOH or BOH, then select the template you want to configure.
2. Click the position title you want to configure. In the right column, find the Data Interactions box.
3. Configure Associated Training Position. Click the dropdown and select the training position this Shifts position maps to. The dropdown is populated from your store's Training Ratings catalog (configured in Settings → Training Ratings). The number of options varies by store; a CFA-typical store has up to 26 training positions (12 FOH and 14 BOH). If you do not see the training position you expect, go to Settings → Training Ratings and confirm it is active. For example, a Runner position on the Shifts layout might map to the "Runner" training position. This tells Auto-Scheduler which training rating to read when deciding who fits the position best, and it triggers Rating Prompts on the Shifts screen when a team member works this position without a current rating.
4. Configure Associated Permission. Click the dropdown and select the permission that identifies team members for this position. For example, a Shift Leader position would have "Shift Leader" here. When Auto-Scheduler runs, any team member on shift with that permission is auto-placed into this position. Leave blank for positions that are not permission-specific.

5. Configure Auto Schedule Priority. Enter a number:

6. 1 is the highest priority; Auto-Scheduler fills this position first.

7. 2, 3, 4... are filled in order after priority 1.
8. Duplicate numbers form "buckets" (positions sharing a priority number are filled together). Example: if iPOS and Register both have priority 1 and Bagger has priority 2, Auto-Scheduler tries to fill iPOS and Register at the same time, then moves to Bagger.
9. 0 or blank means second-pass; Auto-Scheduler fills these after all prioritized positions.
10. -1 prevents Auto-Scheduler from placing anyone in this position. Use for positions that should always be manually assigned.
11. Configure HotSchedules Job Title. Type in the HotSchedules job code you want to associate with this position. For example, if a team member is scheduled in HotSchedules with the "Leader" job code, and this position has "Leader" in HotSchedules Job Title, the system will automatically place that person here. Supports more than one job title per position.
12. Press Save All to commit the Data Interactions changes to the template.
13. Press Update Layout or Update All Layouts to push the changes to the Shifts runtime.
14. You should now see the effects when you run Auto-Scheduler on a shift using this template: priority-1 positions fill first, team members with the associated permission flow into matching positions, team members with matching HotSchedules job codes land where you expect, and Rating Prompts surface for positions where the Associated Training Position is set.

Video

Video coming soon.

Common gotchas

I configured everything but Auto-Scheduler is not using my priorities.

Check that you pressed both Save All and Update Layout (or Update All Layouts). Save All alone commits to the template record; Update Layout pushes to running shifts. Without Update, Auto-Scheduler reads the previous version.

Two positions have the same Auto Schedule Priority and Auto-Scheduler is behaving unexpectedly.

Duplicate priority numbers form a bucket. Auto-Scheduler treats positions with the same priority as a group and tries to fill them concurrently. If that is not what you want, give each position a distinct priority number. [VERIFY: exact tie-breaking behavior inside a bucket when Associated Permission and HotSchedules Job Title also conflict.]

A team member has the Shift Leader permission but did not auto-place into the Shift Leader position.

Check three things. First, is Shift Leader set as the Associated Permission on that position, and did you Save All plus Update Layout after setting it? Second, is the team member's permission actually Shift Leader on their profile (the Customization Rubric governs this; a store might call the position Shift Leader but configure it with a different underlying permission). Third, is Auto-Scheduler even running on a template where this position lives? The template may have Auto Schedule disabled; see Manage Layout Templates.

HotSchedules Job Title is not auto-placing a team member I expected.

HotSchedules job codes are case-sensitive and must match exactly what is stored in HotSchedules. If the job code is "Shift Leader" in HotSchedules but you entered "shift leader" in HotSchedules Job Title, the match will not fire. Also check that the team member's HotSchedules record has actually been synced into OneClick (ten-minute sync cadence).

I want to prevent Auto-Scheduler from ever placing into a specific position.

Set Auto Schedule Priority to -1 on that position. Negative priority excludes the position from Auto-Scheduler entirely. Common uses: positions reserved for specific team members the leader wants to place manually, or positions for roles that get filled through a different process.

Associated Training Position is not triggering Rating Prompts.

Rating Prompts require the team member to actually be placed into the position during a shift and for the training link to exist. Confirm both: the position has an Associated Training Position set, and a team member is currently assigned to the position on today's Shifts screen. Rating Prompts surface based on the combination.

The Associated Training Position I want is not in the dropdown.

The dropdown is populated from your store's Training Ratings catalog. If a position is missing, go to Settings → Training Ratings and confirm the training position exists and is Active (not Deactivated). Deactivated training positions do not appear in the Layout Editor dropdown.

I have a single Shifts position that corresponds to two different training positions.

Current design is one-to-one between Shifts position and Associated Training Position. If a Shifts position needs to span multiple training positions, consider splitting it into two Shifts positions with distinct training associations. [VERIFY: whether any multi-select or compound training position is supported. The source article suggests single-select; current Production may differ.]

I am configuring data interactions for a new position and want to copy from an existing one.

The Layout Editor does not expose a "copy interactions" action. Set each field manually. Alternatively, duplicate a well-configured position using the duplicate icon in the Existing Setups panel, then rename and adjust it rather than starting from scratch.

Related articles

1. Understand the Layout Editor (Reference)
2. Customize a Layout Template (How-To Guides)
3. Manage Layout Templates (How-To Guides). Enable or disable Auto Schedule at the template level.
4. Use Auto-Scheduler (How-To Guides). Reads every Data Interactions field when placing team members.
5. Understand Job Codes (Reference). HotSchedules Job Title configured here maps to Job Codes concept.
6. Understand Rating Modes and Tiers (Reference). Ratings that flow to Associated Training Position come from the rating model documented here.
7. Answer a Rating Prompt (How-To Guides). Prompts triggered by Associated Training Position link surface here.
8. Understand Permission Levels (Reference). Associated Permission dropdown options come from the permission hierarchy documented here.
9. Configure Training Rating Positions (How-To Guides). The source of training positions that appear in the Associated Training Position dropdown.

Still stuck

If Data Interactions configuration is not saving, Auto-Scheduler is ignoring priorities, or permission- or job-code-based auto-placement is not firing, submit a support ticket and include:

1. Your store number.
2. The template name and specific position affected.
3. A screenshot of the Data Interactions box for that position.
4. Whether you pressed Save All and Update Layout.
5. The expected Auto-Scheduler behavior versus what happened.

Support typically responds within one business day.

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Pre-publish checklist status

21 d46686ff-2c21-4e30-8c6e-4eec735a1771 complete Seven sections filled.

22 0c749c0a-8aef-42f1-85ae-ecee7ae10fcb complete Final step is a confirmation step.

23 a46e90df-ac47-4ccb-9b91-2367665506e0 complete No em dashes, no hedge words, permission-based role references.

24 d004ca94-c6c6-4fd5-8ad9-82c5dbc8b056 complete No real identifying data.

25 684eef9f-965b-455e-8a44-b8ce3da6be05 complete v2 2026-05-05: Associated Training Position dropdown documented as populated from Settings → Training Ratings. Count varies by store; CFA-typical = up to 26 (12 FOH + 14 BOH). Deactivated positions do not appear. Source: F-11, F-21. Also resolved: position duplication via Existing Setups panel dupe icon (no separate "copy interactions" action).

26 1daf2bf7-7c7e-4eef-9b40-253ffa578928 incomplete VERIFY: tie-breaking behavior inside priority buckets when permission and job code also conflict.

27 a322eee0-2814-41bd-a230-0ea1dee6fa2f incomplete VERIFY: multi-select training position support.

28 c41de7ef-1fb0-4f25-bec6-8133acb61f12 incomplete UI verified against Production.

29 5b3cd4b4-1cce-4d97-8efe-c609345ae6cc incomplete Screenshots at decision points (Data Interactions box with all four fields; Associated Training Position dropdown showing store catalog; dropdown examples for each; Auto Schedule Priority number field with buckets example).

30 32f2b3bb-2ba5-4c63-850a-9badd118f83b incomplete Related article links activated.

31 860a1040-f39f-4b47-9ff4-6fa2243bd8b3 incomplete Primary search term tested.

32 48743b44-594c-4c92-954b-178854e9253a incomplete Reviewed by Jared and Kevin.

Source

Existing kb.oneclickapp.com Layout Editor article, Data Interactions section. The priority-buckets behavior and the -1 convention come directly from the source. v2 corrections sourced from the 2026-05-02 clickthrough log (store 99997), findings F-11 and F-21.