Scheduling | Restaurant365 Customer Center

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

Employee Record Updates and Merge via Import Tool

The majority of records that reside in Restaurant365 can be updated via the Restaurant365 Import Tool. When performing bulk updates, the Import Tool typically references a record based of the ‘Name’ value on the record. When making updates to Employee Records, the ‘EmployeeId’ value is the key mapping value, as opposed to the ‘Name’ value. It is common for employees to work at multiple Locations, and therefor have multiple/duplicate Employee Records imported from multiple POS systems. These records must be merged in to a single master record for correct employee identification throughout Restaurant365. Employee Merge and Employee Updates are two … Continued

Scheduling: Calendar View

The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule. From this screen Employee Shifts can be managed in a simple drag and drop form. To access this form navigate to the Scheduling Module, then select ‘Schedule’ in the left hand navigation pane. 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 several selectors and buttons located in the Header that allow the User to select which Schedule to view and how the Schedule will be … 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