Scheduling Overview & Security

Scheduling Overview & Security

  Overview The Scheduling module is a full scheduling software to manage Employee schedules.  There are two separate functions within the Scheduling module in Restaurant365: Manager functions: Restaurant Managers can create the schedule, send out text/email alerts to Employees for Scheduled Shifts, alert Employees of Open Shifts, manage Employee info (including uploading pictures and availability), sending out Announcements to Employees, and review the ‘Schedule vs Actual’ reports. Employee functions: restaurant Employees will most commonly access the Scheduling module through the R365 Mobile app.  Employees will also have access to a limited-use ‘Employee Portal’ that is accessed using a web browser.  Employees can check their … Continued
Published Schedule Push to POS (Select POS Systems Only)

Published Schedule Push to POS (Select POS Systems Only)

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Published Schedules can be ‘pushed’ back to the POS System up to 1 business day in advance.  Once a Schedule has been Published in R365, the Scheduled Shifts will be pushed back to the POS during the nightly DSS poll.  With the Shifts automatically entered in to the POS, settings can be placed on the POS to restrict employees from clocking in before their scheduled shift.  Typically the time window is set for 10 minutes.  R365 does not support these POS Settings and any … Continued
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