Training
Training by User Role Restaurant Accountant Restaurant Manager Training by Module Accounting Operations Scheduling Catering Franchising RenovoFYI (Training Coming Soon) Business Analytics
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: 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: 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
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
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
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 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
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