The Basics
12 Articles
- Get the most out of your Today Page
- Choose the widgets on your Location dashboard (Today page)
- Corporate vs. Location Level
- Enable and configure departments
- View your list of employees
- Set a user's security level to Employee, Supervisor, or Manager
- View job positions
- View and edit shifts
- View employee schedules
- Create schedule templates
Corporation Settings
10 Articles
- Organize your locations in the Company Hierarchy
- Add, edit, or delete departments
- Add, edit, or delete positions
- Create permission groups to restrict access to certain features and settings
- Apply a permission group to a specific user
- Create Leave Policies, such as "Sick Leave" and "Vacation"
- Create Custom Fields
- Enable Transfer Bid Shifts (bid shifts that can be shared across locations)
- Add, edit, or delete locations
- Show COVID-19 questionnaire during clock-ins
Employees
13 Articles
- The Employee Profile
- View an employee's information
- Add, edit, or remove an employee
- Terminate an employee
- Set a user as an Administrative User
- Approve or deny employee availability requests
- Apply overtime to an employee
- Calculate labor costs for salaried employees
- View your sent messages and see which employees have read them
- Assign an Internal Number and Internal Password to an employee
Schedules
27 Articles
- Add a new schedule
- Create and use daily or weekly schedule templates
- Save or restore a schedule using snapshots
- Create a sales-driven schedule
- Define your ShiftBuilder Rules
- Create and assign shifts using the ShiftBuilder
- Add a break to a schedule, such as a lunch or meal break
- Track or enforce employee breaks
- Schedule an event
- Filter shifts by position or department
Reports
12 Articles
- Schedule and receive a report by email
- Set reports to use 24 hour time
- Add a report to your favorites list
- Create a minimum wage report
- Create an employee schedule report
- Create an employee attendance report
- Create a sales report
- Export an attendance (or other) report to PDF or Excel
- Export a schedule report to PDF or Excel
- View changes to employee pay rates
Sales
13 Articles
- Configure your sales categories
- Forecast your sales
- Project your sales for the week
- Use Sales Analytics to analyze your labor costs
- View sales percentages and values simultaneously
- Enforce the Labor to Sales Ratio
- Enter your Sales Thresholds
- Enter your Actual Sales values
- Forecast sales using weighted average variance
- Import Sales from a CSV
Attendance
26 Articles
- Edit or delete a timecard entry
- Edit an employee's attendance
- View clocked-in employees
- Prevent employees from riding the clock
- Record tips and mileage
- Approve your payroll
- Export your payroll
- Set up pay periods
- Limit clock-ins and clock-outs to a specific IP address
- Prevent clock-ins from home or with a cell phone
Human Resources
14 Articles
- Applicant Tracking and Onboarding Overview
- Create a Document to store and assign HR forms
- Create Applicant Tracking Steps (ATS)
- Create a job posting
- Review, hire, or archive job applicants
- Track your job applicants throughout the review and hiring process
- Add an HR document directly to an employee's profile
- Create alerts for certifications that are about to expire
- Create HR Activities to send onboarding, certification, or training documents to employees
- Create an Activity Template to quickly load documents into an HR Activity