Security Role Descriptions

Security Role Descriptions

Security Roles in Restaurant365 determine the access a User has in Restaurant365.  Security Roles are broken down by two types: Primary and Secondary.  Each User must have a Primary Role to be able to log in to the system.  Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.).  For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system.  It includes access associated with … Continued
Schedule Calendar

Schedule Calendar

The schedule screen is a calendar with weekly or daily views of the schedule.  From this screen you can manage employee shifts in a simple drag and drop form.  To access this form go to Scheduling – Schedule in the left hand navigation pane and the schedule calendar will be shown in the center portion of the screen.  The elements of this window are described below. Header Fields There are a few fields and buttons at the top of the screen that allow you to select which schedule you want to view and how you want to view it.  At … Continued
Scheduling: Shifts

Scheduling: Shifts

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Shifts are the detailed employee assignments on the schedule.  The shift form is generally opened as a popup window on the schedule screen, but can also be opened from other places in the application as described below. Creating a Shift New shifts can be created in 2 ways from the schedule screen and 1 other spot in the system: Double click any blank cell on the schedule or right click a blank cell and select Add (circled in orange in image below) … Continued
Scheduling: Job Responsibilities

Scheduling: Job Responsibilities

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Job Responsibilities allow you to put more detailed qualifications on a job and specify which employees have those qualifications.  Then when assigning shifts you can tell which responsibilities/qualifications are required and limit which employees are eligible for that shift.  These can be used in a number different ways including to record certifications and skills for specific employees that pertain to specific jobs. For example if you have a job called Cook but schedule where one shift is working the grill and another … Continued
Scheduling: Announcements

Scheduling: Announcements

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   A manager can make announcements for employees at their location.  They can also decide to send the announcement out and which employees it should be sent to, and it will be sent using each employee’s preferred contact method (text or email or both). To create a new announcement go to Scheduling – New Announcement in the top ribbon.  An image of the announcement form is shown at the bottom of this post.  The fields of the announcement form are explained below Announcement … Continued
Scheduling: Local Events

Scheduling: Local Events

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Local Events allow you to enter events happening in the area (local sporting event, conference, etc) that might effect the restaurant and these will show on the scheduling screen to help when scheduling. To create a new event you can either hand enter or import the list. To enter events go to Scheduling – New Event in the top ribbon. To import events go to Scheduling – Import in the top ribbon and then select Event in the Options dropdown.  Click here … Continued
Sites

Sites

Sites are addresses of other locations that aren’t your restaurant locations.  Examples of sites might be other places you do events such as banquet halls, hotels, arenas and other areas you may schedule employees to work for offsite events/Catering Events.  Sites are used in the Scheduling Module and in the Catering Module. Scheduling To create a new site, go to Scheduling – New Site in the top ribbon. To access the list of existing sites, go to Scheduling – Sites in the left hand navigation.  You can open existing Site records by double clicking on the desired record.  This will open … Continued
Scheduling: Scheduled Now View

Scheduling: Scheduled Now View

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   The Scheduled Now view is designed to give a quick list of which employees are scheduled to be working right now.  You can also change the date and time to see which employees will be working at other times as well.  For a more detailed view of the schedule, go to the Schedule form instead which will show the full schedule. This is accessed by going to Scheduling – Scheduled Now in the left hand navigation pane and the view will be … Continued
FTP Folder Setup

FTP Folder Setup

Restaurant365 can setup an FTP site for your company to drop files in that will be imported by the system automatically. These transactions will be imported as unapproved so that they can be reviewed before approval. There are 3 steps to using this feature: To request that an FTP site be created for your instance, please contact Restaurant365 Support and provide your Restaurant365 URL. Once the site is setup, follow the instructions below to connect your computer to the FTP site Provide the FTP site credentials to your Food & Beverage Vendors that have dedicated invoice integrations with Restaurant365 All files … Continued
Item Categories

Item Categories

Up to three separate item categories can be assigned to an item and are used in various reports to create subtotals or filters. View/Edit Item Categories You can open an existing item category in 2 ways: Operations – Inventory – Item Categories in the left hand navigation, and then click on the one you want to open Or, on an item form on the Item Categories tab, click the blue title next to the item category you want to open (as pictured below)   Create New Categories Item categories can be created in 2 ways: On an existing item category form, … Continued