Point of Sale - Workforce Schedule

Introduction

Welcome to our comprehensive guide designed to streamline the process of adding new shift schedules through your point-of-sale system. With our user-friendly steps, you'll effortlessly create new schedules for your team, simplifying scheduling tasks and improving overall team management efficiency.





Step-by-Step Guide:

Step 1: Access the new order screen and either tap the drop-down arrow (a) or slide the setting bar down (b):



Step 2: Navigate to the "Workforce" option.



Step 3: Within the "Workforce" section, locate and select "Restaurant"



Step 4: Choose and tap the "+ Add Shift" icon



Step 5: Complete the necessary information (* indicates a mandatory field):



a. Name * - Input the name of the employee to whom the shift is to be assigned.
b. Start & End Date - These fields indicate the specific calendar dates on which the shift begins and ends, providing clarity on the duration of the scheduled work period.
c. Shift - This identifies the type of shift being scheduled, allowing for easy differentiation between different time slots.
d. Shift Hours - This denotes the duration of the shift in terms of hours, providing insight into the expected length of time an employee is scheduled to work.
e. Assign Section * - When selected, this option automatically populates the assigned tables or areas where the employee will be working during their shift, streamlining table allocation and enhancing operational efficiency.
f. Start & End Time - These fields specify the exact times at which the shift begins and ends, offering precise scheduling information for both employees and managers.
g. Allow Overtime - This feature enables the inclusion of overtime hours for the shift, allowing for accurate calculation and compensation of additional hours worked beyond the regular shift duration.
h. Recurring - This option allows for the scheduling of recurring shifts regularly, eliminating the need to manually input repetitive shift schedules and ensuring consistency in staffing arrangements.
i. Job Type * - When selected, this field automatically applies the appropriate pay rate associated with the specific job type or role assigned to the shift, simplifying payroll management and ensuring accurate compensation for employees based on their job responsibilities.

Step 6: Once all information is entered, tap "Save" to finalize and view the applied shift schedule.

Conclusion:

By following these simple steps, you can effortlessly add a new shift schedule using your point-of-sale system. Streamline your scheduling process and manage your team effectively with our user-friendly shift scheduling feature. If you encounter any issues or have further questions, don't hesitate to reach out to our support team for assistance.

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Updated on: 10/18/2024