Scheduling | Restaurant365 Customer Center

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

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

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 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

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

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

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

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

Scheduling: Requests

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module In the scheduling module employees and managers can communicate about requests for shift trades, drops, time off, and claiming an unassigned shift. This can be done both in the mobile app and from the web browser. Each function will be described below and differences between mobile and web will be pointed out. Request alerts are sent view email or text or both, depending on the Preferred Contact Method field on the employee record. For manager alerts, the employee who receives those is the person … Continued

Employee Access to Scheduling

Restaurant employees can access their own schedule and make requests such as time off and shift trades through the mobile app or a web browser as described below: How to Setup Employees to Access Scheduling Features Employees are setup to access both the mobile app and web application with these same steps: Open the Employee Record and complete all of the required fields, including the ‘Preferred Contact Method’ Click the ‘App Access’ check box and save the Employee Record Press the ‘Send Temporary Password’ button to send an email or text to the Employee with a temporary password and … Continued