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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

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

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

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

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365. In this training we will review the Location record in detail. Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module. Upon selecting the ‘Locations’ list view, you will … Continued

Catering Overview & Security

Overview The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relationships, and manage and create catering menus and contracts with ease. To activate the Catering Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started with catering, follow these setup steps: Request Access to the module by contacting R365 (Sales Rep or Support) Set User security access Catering Manager performs a one-time setup of Catering Settings Item Types – assign the … Continued

Catering Events

Catering Events are what drives all activity in the Catering Module. Events are where your Catering Representatives will track catering opportunities from Prospect all the way to Complete. Catering Events appear on the Catering Calendar and the Catering Event list view. Jump to Section: Create Catering Event Catering Event Record Status General Details Payments Tax and Charge Totals Follow Up Shifts Contract Action Create Catering Event A user can create a Catering event in one of two ways: from the Catering options in the top ribbon, or by double clicking on a specific date in the Event Calendar. Each option will open … Continued

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

System Preferences Overview

Overview System Preferences can only be accessed by Users with the User Setup Security Role. On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted. Changes made on the Preferences screen are put in to effect immediately upon saving Security To access the System Preference screen, a User must have the Secondary Security Role of ‘User Setup’. This is a role that is typically reserved for one or two individuals in the organization to manage all User access to Restaurant365. The User that would have ‘User Setup’ is typically a User with … Continued

Manager Log Overview

Overview The Manager Log Module in Restaurant365 is a fully integrated Log application. It provides a one stop screen for your Restaurant Managers. Within the Manager Log, DSS data can be viewed and updated at a glance, Logs can be created and recorded with ease, recurring Task Lists can be utilized and tracked, and Document Libraries can sort and store Restaurant Operations documents. To activate the Manager Log Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started using Manager Log, follow these setup steps: Verify that Manager Log is active. Inspect the module selector for ‘Manager Log’, … Continued

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