← MACKAY CYCLES STAFF
Mackay Cycles Staff

Staff Levels

Three ladders — Sales, Technician, Management — rewritten for Shopify POS and Bench. The old version trained people on Lightspeed, which goes dark at the end of October.

15 September 2026 Sign-off: Kyle Marwood · Craig Larsen

The workshop has a cliff at T2

Charlie, Matthew and Jared are all T2. Bella and Lachlan are T0. Every brake adjustment, gear index, dropper post, Di2 setup, bar tape and pre-sale safety check in the building goes through Craig alone. He is here for every one of the five trading days — 8:30–5:30 Tuesday to Friday, 9–3 Saturday — so this is not a coverage gap; it is a ceiling. Workshop output cannot exceed one pair of hands, and Craig has no day off to give back if he falls sick or wants to race. Closing that gap — one person to T3, then T4 — is worth more than anything else on this page.

Where the team stands

Confirmed by Kyle, 15 Sep 2026
StaffSalesTechWith MCNext rung
CharlieS2T234 monthsT3 Brakes — the priority
MatthewS2T230 monthsT3 Brakes — the priority
Jared HavemannS3T2returningS4 Products & Freight
BellaS0T011 monthsT1 Prep Build — assessable in a week
LachlanS0T0not startedT1 Prep Build

Two staff, three years, no movement

Charlie has been here 34 months and Matthew 30, and both sit at S2/T2 — the same rung on both ladders. That is not two people plateauing independently. Every ladder said "staff must self-initiate an assessment request", so the only trigger for progression was someone asking. Nobody asks. That rule is removed below.

How progression works

The part that was missing

Evidence signs you off, not a request

Every ladder used to end each level with "self-initiate an assessment request." That put the trigger on the person least likely to pull it, which is why two people sat on the same rung for three years. The request is gone. What replaces it is below — a fixed beat, a named signature, and a rule that makes standing still visible.

1

Levels are reviewed every school holidays

Four times a year, on the beat the shop already runs on — and the period when the long shifts happen, so there is something to look at. Queensland Catholic schools follow the state holiday blocks, so these dates cover both. 2026: 3–19 Apr · 27 Jun – 12 Jul · 19 Sep – 5 Oct · from 12 Dec. Nobody asks for a review; it happens. Anyone can still be signed off between reviews the moment the evidence is there — the beat is a floor, not a gate.

2

The work is the evidence

Each rung states what counts, and most of it Bench already records: job-card status tags, svc:rework against a bike that came back, whether a card reached Craig complete. Nobody has to perform an assessment — the last month of work already is one.

3

Two signatures, and the register is the sheet

Technician levels need Craig and Kyle; Sales and Management need Kyle. A sign-off is one edit to the Levels tab of the shift sheet — that tab is now the register, and it is the only place a level officially exists.

4

Levelling up opens shifts the same day

The shift sheet reads the register directly. Pass Tech 1 and Build rows start offering your name; pass Sales 2 and Trade rows do. Progression now pays in hours, visibly, without anyone announcing it — which is the part that never existed before.

5

One register, three surfaces

The level in the register is the only place capability is recorded, and everything else reads it: the shift sheet decides which shifts you may take, Bench decides which jobs you may be allocated, and this page says what to learn next. Change the level once and all three move. Nothing capability-related gets written down anywhere else.

!

Two reviews on the same rung is a flag

If someone has not moved in two consecutive reviews, that is treated as a problem to answer, not a fact to note. Usually it means they are not being given the work that would let them progress — which is what happened here, and nothing in the old system was capable of noticing it.

Sales

S1–S6 · sign-off: Kyle
S1Counter

Counter Basics

  • Know the entry bikes, accessories and services well enough to explain features, benefits and intended use. Resources: Specialized SBCU, Trek University.
  • Greet customers properly and open with questions, not statements. Resource: Cycling Prophet.
  • Shadow senior staff on real customer interactions.
  • Shopify POS: open and close the register, scan a barcode, take card and cash, email a receipt, complete a simple in-stock sale — tubes, tyres, helmets.
  • If you cannot find a product in Shopify, do not ring it up anywhere else. Flag it. Lightspeed no longer talks to Shopify, so a sale rung outside Shopify leaves our stock count wrong.
Changed
"Point of Sale (POS) System Basics" and the EFTPOS terminal step were written for Lightspeed. The find-it-or-flag-it rule is new — it exists because the syncs were switched off on 15 September.
Evidence  A fortnight of POS sales with no voids, no mis-scans and no items rung through the wrong system.
Rewritten for Shopify POS
S2Counter

Job Cards & Bookings

  • Look up stock, lead times and pricing on the Specialized, Trek and Scott B2B portals.
  • Raise a Bench job card: create the order, apply the service tag, describe the work requested and the fault reported, and hand over to Craig. Explain the outcome to the customer in plain terms when it comes back.
  • Price the work off the service menu in Counter Book — 34 services, each with its SVC- SKU, price and duration, click to copy. Put the SKU on the job card; never type a labour price by hand. Workshop labour is $120/hr.
  • Lay-bys and special orders for items already in the system — payment terms set and tracked.
  • Book service work into the Bench calendar, and judge whether the workshop actually has room that week before promising a date.
  • Hold two or three things at once — a customer at the counter, a phone call, a booking — without dropping any of them.
  • Discount authority starts here. Below Sales 2 you do not discount — you ask. From Sales 2 up you may, and you own the margin you give away. Changing a price stays Kyle's alone.
Changed
"Work Order Transactions" and "Service Calendar Bookings" were Lightspeed work orders and the old paper diary. Both are now Bench.
Evidence  Job cards that reach Craig complete — no bouncing back for a missing fault description, customer phone number or bike model. Bookings that fit the week's real capacity.
Charlie, Matthew hereRewritten for Bench
S3Orders

Orders & Customers

  • Know every wholesaler we deal with — range, ordering process, who to contact.
  • Raise a special order for something not in the system, with a product note detailed enough that someone else could order it: specification, supplier, customer requirement.
  • Know the status of what is coming in and going out. Confirm shipments, chase delays.
  • Ring customers with updates and remind them to collect. Do not wait for them to ring us.
  • Fulfil Shopify online orders — pick, pack, label, dispatch. Know the difference between an order to be freighted and one to be collected: "Click and Collect" is a shipping rate in Shopify, not a pickup, so read the order, not just the method.
Changed
Online fulfilment is no longer a side task — a third of bike orders are freighted and the share is rising. The Click-and-Collect trap is added because it has caught staff before.
Evidence  No order sitting unfulfilled past its promise date; no customer ringing us first to ask where something is.
Jared here
S4Catalogue

Products & Freight

  • Create a product in Shopify, complete: title and description, SKU, barcode, RRP, Cost — always set on creation, never later, Standard Category (required, or it will not sell properly), variants for size and colour, Vendor set to the brand, tags, and the right sales channels.
  • Book freight with the agent for online and direct-to-home orders. Addresses, packaging, timelines.
  • Send the customer the tracking number and chase the agent when it stalls.
Changed
Was product creation in Lightspeed. "Matrix" is Lightspeed's word — Shopify calls them variants. Cost-on-create and Standard Category are new and both are mandatory.
Evidence  Ten products created that need no correction afterwards — cost present, category set, variants right, published to POS and web.
S5Supply

Supplier Ordering & Warranty

  • Authority to raise and place purchase orders for stock, special orders and customer requests, within the agreed budget.
  • Work from the Special Orders worklist — the To Order list, grouped by supplier, is what needs ordering. Add that supplier's weekly stock reorder to the same order rather than sending two.
  • Place the order in the supplier's own B2B portal — Specialized, Trek, Scott, PSI and the rest.
  • Raise the matching Purchase Order in Shopify — Products → Purchase orders — supplier, destination location, then add the items. Leave it at Ordered. The PO is the record of what is coming, not of what has landed.
  • Watch the Awaiting Arrival list. Anything flagged for chasing has sat too long — ring the supplier, do not wait for it to turn up.
  • Be the contact point for suppliers on lead times, discrepancies and specific customer orders.
  • Submit warranty claims with full documentation and serial numbers, then follow them through and keep the customer informed.
  • Escalate anything you cannot resolve to Kyle rather than letting it sit.
Changed
Lightspeed purchase orders are retired. Shopify has its own Purchase orders and they work fine in the admin — but nothing we build can create one, so this rung stays a hand process for good. Raise one real PO and receive against it before this page goes to staff.
Evidence  Three months of orders placed without a duplicate, an over-order, or a warranty claim left unanswered.
S6Store

Receiving, Stock & Store

  • Receive only once the supplier invoice is in hand — the invoice is what you check against, not the packing note. Transfer the stock in and accept it line by line.
  • Short-shipped, substituted or damaged lines are recorded as such, never quietly accepted. An accepted line says the stock is on the shelf, and the count is only worth as much as that promise.
  • Close the Purchase Order off once its invoice is fully received, so Ordered always means still outstanding.
  • Print and apply labels; get stock onto the floor or into storage.
  • Allocate arriving stock to special orders straight away and tell the customer the same day.
  • Build and maintain Shopify product pages — images, descriptions, categories, tags. Keep promotions, banners and collections current.
  • Stock control: counts are entered in Shopify, never anywhere else. Run periodic stocktakes, chase discrepancies, find out why they happened.
  • Weekly reorders on fast movers; a monthly plan that anticipates seasons, events and promotions.
  • Workshop stock with Craig — never let him run out of the consumables that stop a job.
  • Casual staff management: support the casuals, assign work, run the shift roster, raise performance problems early.
Changed
"Entering invoices into Lightspeed" and "Migrate products from Lightspeed to Shopify" are both gone — the first is replaced by Shopify receiving, the second expires with Lightspeed at the end of October.
Evidence  A stocktake that comes in clean, and a month of receiving where the Shopify count matches the shelf.

Technician

T1–T6 · dual sign-off: Craig + Kyle

The mechanical content is unchanged — a brake is a brake. What changed is the last step of every level: "notify Craig" was a verbal handover that left no record. It is now an update to the Bench job card, which means the work is finally visible and can be assessed without anybody scheduling an assessment. One thing to hold on to: a job card marked internal or $0 still has a real customer waiting on it — a first free service, a warranty job, a build. The only genuine exception is SVC-INT-SHOP, which is our own bike. Most of what follows is based on a high-volume kids' or entry-level mountain bike.

Bench cannot yet tell one casual from another

Every job card carries a technician, but the list it can choose from is craig, kyle, casual — three roles, not people. So a build by Charlie and a build by Bella are recorded identically, and the evidence this ladder relies on does not exist yet. Changing that list to names is a small edit with a large consequence: it makes every level below measurable instead of remembered.

LevelServices it unlocks in Bench
T1SVC-INT-BUILD-STOCK — prep on stock bikes only, nothing customer-owned
T2SVC-TUBE · SVC-FITTING-FEE · SVC-INT-BOXING · SVC-BIKE-PACK
T3SVC-BRAKE-ADJUST · SVC-BRAKE-BLEED
T4SVC-GEAR-ADJUST · SVC-HANGER · SVC-CHAIN-OPT · SVC-BIKE-BUILD · SVC-INT-BUILD-ORDER · SVC-1STAR · SVC-2STAR · SVC-LABOUR
T5SVC-FIRMWARE · SVC-BB · SVC-HEADSET · SVC-HUB · SVC-WHEEL-TRUE · SVC-3STAR · SVC-4STAR
T6SVC-BARTAPE · SVC-TUBULAR · SVC-WHEEL-BUILD · SVC-NSD-SUSPENSION · SVC-RETUL · SVC-5STAR · SVC-RACESTAR · SVC-PRERACE-OPT · SVC-INT-WARRANTY

Craig to correct this table. Which level each service sits at is a mechanic's judgement, not a manager's — the wheel, bearing and star services especially. What matters is that the list exists in one place and is derived from the level, rather than written out separately and left to drift.

T1Prep

Prep Build

  • Clear the bench and get set up before you start.
  • Staple the customer order to the top tube, or put the price sticker on the reflector.
  • Unbox carefully — nothing lost: no small parts, documents, chargers or accessories.
  • Take the packaging out to the bins. Cardboard in the cardboard bin, everything else in general waste.
  • Inflate to the right pressure: road 80 psi · hybrid 60 · recreational MTB 40 · performance MTB 30 · kids 30.
  • Update the job card — mark it prepped, and note who or what the bike is for.
Evidence  Ten consecutive prep builds with no svc:rework against them and nothing missing from a box. Assessable inside a week.
Bella & Lachlan start here
T2Cockpit

Cockpit & Contact Points

  • T1 complete first.
  • Seat post: light grease. Adult bikes to maximum extension; kids' bikes to the minimum height that sits securely in the Park Tool stand.
  • Handlebars to the stem — even gap top and bottom on the faceplate. On higher-end bikes, no gap at the top where specified.
  • Pedals: grease the threads, and use a pedal washer on square-edged faces.
  • Bell on the left-hand side. Front and rear reflectors on and secure.
  • Update the job card and hand over.
Evidence  Consistent faceplate gaps and torque, no seized or cross-threaded pedals, nothing returned for a loose cockpit.
Charlie, Matthew, Jared here
↓ The cliff

Everything below this line is Craig, and only Craig. Five other people work on bikes and none of them can adjust a brake, so everything they build queues for his hands. That is why work banks up behind the workshop. Getting Charlie and Matthew to T3 is the single highest-value training move in the business.

T3Brakes

Brakes

  • T1 and T2 complete first.
  • Disc: fit the front calliper to the fork, tighten to just before full tension. V-brake: fit cable and noodle loosely to leave room to adjust.
  • Front wheel in square and properly seated. Put the bike on the ground on both wheels to check alignment.
  • Set both brakes for correct lever throw, left and right. No rub on rotor or rim.
  • Anything beyond your skill: tell Craig and write it on the job card so it is not lost when you go home.
  • Update the job card and hand over.
Evidence  Twenty bikes braked with no rub, no return, and no lever inconsistency. Craig and Kyle both sign.
Nobody here — target for Charlie & Matthew
T4Gears

Gears

  • T1–T3 complete first.
  • Rear derailleur: smooth across every gear — alignment, cable tension, limit screws.
  • Front derailleur: clean shifts between chainrings, limits and tension set.
  • Shift through the full range on both, under light resistance, checking for chain rub.
  • Anything beyond your skill goes to Craig and onto the job card.
  • Update the job card and hand over.
Evidence  Bikes that hold their indexing after the first service, not just on the stand.
T5Advanced

Mid to High-End Systems

  • T1–T4 complete first.
  • Dropper post installed and running smoothly.
  • Internal cable routing — clean, secure, not fouling anything.
  • Wireless groupsets paired and indexed, road and mountain.
  • Shimano Di2: firmware current, paired correctly, shifting seamlessly.
  • Test every advanced feature before it leaves the stand.
  • Issues to Craig and onto the job card. Update the job card and hand over.
Evidence  Electronic and wireless builds that do not come back, and firmware left current.
T6Pro

Complete Build

  • Consistent, independent mastery of T1–T5.
  • Bar tape: neat, even tension, clean edges.
  • Build a bike start to finish — box to customer — with quality checks at every stage.
  • Front and rear suspension set up to specification and to the rider.
  • Basic bike fit: seat height, bar position, reach.
  • Pre-sale check — sign a bike off as safe and ready to hand over.
  • Call the customer yourself when the bike is ready, and deal directly with suppliers or service agents to resolve anything outstanding, documenting what you did.
Evidence  A full build, start to finish, that Craig would put his own name against.

Management

M1–M3 · sign-off: Kyle

The gate has been split

Entry used to require all six Sales levels plus Technician level 4. The most senior person in the building is S2/T2, so on the old rule nobody became a manager for years — and meanwhile Kyle did all three levels himself. The gates below replace it, and are confirmed.

M1Gate: S3 + T2

Task Priority & Team Leadership

  • Set and manage the daily task list for yourself and the team, prioritised by what the business actually needs that day.
  • Build the casual shift form — decide how many Build, Cover, Trade and Lead rows the week needs, and keep each row's eligible list current as people move up. Staff pick their own shifts; you set the shape of the week, never the names.
  • Coordinate content across Facebook, Instagram, Google, email and in-store display, in line with current promotions.
  • Keep on top of supplier promotions and deals, and use them to plan stock and offers.
  • Build a team that tells you about problems early.
Note
Building the shift form is now written into M1 — the shape of the week is the one lever, and it is set once when the form is built. Staff self-selection is deliberate and does not change.
M2Gate: S5 + T2

Financial Management & Forecasting

  • Build and hold budgets for inventory, marketing and operating costs.
  • Forecast from our own sales history — trends, seasons, what to buy and when.
  • Manage supplier accounts: pay accurately and on time, reconcile invoices against what was received.
  • Report to Kyle regularly on position, budget adherence and forecast accuracy, with recommendations attached.
M3Gate: S6 + T4

Comprehensive Business Management

  • Local sporting groups — relationships, sponsorships, advertising that fits the brand.
  • Insurance: policies current, cover adequate, schedules met.
  • Payroll run accurately and on time; staff and ambassador agreements kept current.
  • Own conflict resolution — customers, staff, suppliers — and see it through.
  • Lease obligations and the legal, financial and operational duties of running the business.
  • Find the improvements nobody asked for, and lead them.

Shift classes

What the levels are actually for

Every row on the shift selection sheet gets a class, and each row only offers the people qualified for it. The sheet enforces the ladder instead of ignoring it — so nobody allocates shifts, and nobody has to be told they are not good enough for one.

Build
T1+
Prep builds under Craig — unbox, bins, pressures, cockpit. Every one is time handed back to the only person who can finish a bike.
Bella, Lachlan once T1 is signed
Cover
any · never alone
Second body on the floor. Restock, tidy, greet and hand off.
Bella, Lachlan — must be paired with a Trade
Counter
S1
Can hold the front on their own for an afternoon.
Nobody sits at S1. The team jumps from S0 to S2 — which is why one person is covering most shifts
Trade
S2 + T2
Job cards, bookings, lay-bys, special orders, cockpit work. Both Saturday slots.
Charlie, Matthew, Jared — all three already qualify, and the Saturday rows are the ones sitting empty
Lead
S3+
Supplier chasing, special orders for new items, online fulfilment.
Jared

You still pick your own shifts

Nothing about choosing your own hours changes. The only difference is that each row now offers a list of the people qualified for it — pick your name from that row's list instead of typing it anywhere. If your name is not on a row, that shift needs a level you have not reached yet, and the rung that gets you there is on this page.

Cover rows stay closed until the Trade row beside them is taken. Craig and Kyle are in the building all day — but Craig is in the workshop and Kyle is not always on the floor, so this makes sure a Cover shift is never the only person able to serve a customer. The existing rules — be fair, only take what you can commit to, find your own cover if you cannot make it — all still stand.

Still open

Everything else is settled
01

Put names in the technician list

Bench records a technician on every job, but the choices are craig / kyle / casual. Replace those with people and the whole framework becomes measurable — without it, the evidence rule on every rung above has nothing to read. This is the one change that makes the rest work.

02

Craig to correct the service mapping

The level-to-service table in the Technician section is a first pass. Craig owns which level each job really needs — the wheel, bearing and Star services especially. Note that Bench currently lets "casual" take SVC-BIKE-BUILD, a full out-of-box build, which needs brakes and gears and so should sit at T4. That map is marked draft in the code and was never signed off.

03

Run one purchase order end to end

S5 and S6 now describe the full loop — worklist, B2B portal, Shopify PO left at Ordered, then transfer and accept on the invoice. It has not been run once from start to finish. Do one real order that way before staff are taught it.

04

Discount caps, not just the gate

Authority now starts at Sales 2. What is unset is how much — whether an S2 can go to 5% and an S5 to 15%, or whether judgement alone is the limit. Without a number, "you own the margin you give away" is a sentiment rather than a rule.

05

2027 review dates

2026 blocks are confirmed and in the cadence above. Queensland has not published 2027 where I can reach it, and Catholic schools track the state blocks with local pupil-free days varying. Add 2027 when it is out — the beat only works if the dates are in a calendar.