Job Titles

Job Titles

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Purpose & Overview Jobs are used in various ways by the system.  They are assigned to employees and used by the scheduling module.  They are also used in conjunction with the POS integration to track employee punches which make up the labor accrual journal entry.  The job form will be described directly below followed by sections describing the job’s effect on the POS integration and labor accruals.   Creating/Viewing/Editing Jobs Jobs can be created in 2 ways.  They are most often created by … 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
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: Mobile Features for Managers

Scheduling: Mobile Features for Managers

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Managers can do many of the scheduling functions from within the mobile app.  Download the iOS or Android app from your app store to install on your mobile device.  Login to the app for managers uses the same user login and password they use to login to through a web browser.  Click the menu button (orange arrow below) to show all the options available to the manager in the app.   Scheduled Now This is a quick view of who is … Continued
Break and Split Shift Violation Tracking

Break and Split Shift Violation Tracking

This feature allows companies to track break penalties and split shift violations owed to employees.  A Break Penalty is money owed to an employee who didn’t take a break soon enough or didn’t take a long enough break.  A Split Shift Premium is money owed to an employee because they worked multiple shifts in a day and were forced to take too much time off in between shifts which causes them a hardship. Detailed rules about these 2 labor penalties differ between states so the system has a number of fields where you can setup the rules for each specific … 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
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: 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
Employee Setup

Employee Setup

  The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability.  This record is created automatically after the POS Integration has been completed.  Each Employee record represents an Employee that has been entered in to your POS Systems.  As Employees may work at several of your Locations, there is a possibility that some of the Employee records are duplicate entries.  These records will need to be merged in order to properly use the Scheduling and Manager Log modules.  Click here for more information on Merging Employee Records.  Please refer to the Employee App Access article for more information … 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