New Scheduler is Here in a Limited Release!
April 4 marked the limited release of HotSchedules’ highly anticipated, vastly improved Scheduling tab. The shiny, new interface was developed with the goal of helping you build better schedules - faster! This update is a reflection of extensive customer feedback, user testing, and lots of development hours. We can’t wait to share the many benefits, including the ability to:
- Accomplish more tasks in one screen
- Schedule with more information at your fingertips
- Customize your view with filtering and viewing options galore!
To adequately support our customers in the transition to the new interface, we will roll out new scheduler in phases. About three weeks before your company will begin using the new Scheduling tab, you will receive email notifications and invites to webinars for a demonstration and live question and answer session. If you want to jump in and start learning now, check out the following video and quick guide, otherwise keep an eye out for an email coming soon.
- Watch a demo at your convenience
- Download our handy Quick Guide
New Features & Improvements | Web
New Scheduler - Roster Report Updates
The formatting of the Roster Report in the New Scheduler has been updated to sort shifts by start time, but users can choose to click the header of a different column to sort by employee or job code instead.
The report has also been updated to be more consistent with reports from the Reporting tab, and to include Meal Break Planning information, including whether or not an employee is eligible for an Unpaid Meal or Paid Break. A general text field (does not require exact time format) is available for managers to specify when the meal or break should be taken.
Please note that there is not a Save option on the text field. Managers are able to print the Roster Report through their Internet browser, but if the window is closed, text inputs will need to be re-entered. Note: This field is a general text field and does not require exact time format.
Meal Break Planning is a new feature available to customers with the required permissions that can be configured at the Above Store Console level by navigating to the Configure tab.
From here, users can select a previously created rule, or create a new one by clicking Add Rule.
Adding a Rule is broken into two tabs. On the Details tab, users must name the Rule (1), define how long the Unpaid Meal will be, and the minimum hours needed in a shift before a meal can be taken, along with the maximum hours allowed without a meal (default values are 30 minutes for a 5-hour shift) (2). For international sites with Employee Types, users are able to exempt specific Types from having to take a meal (3). Selecting Require Waiver Compliance and Include Eligibility for Paid Breaks (4) allows unique minimum and maximum hours to be configured for Unpaid Meals for employees that have signed a waiver to work longer, and for sites that choose to allow Paid Breaks, respectively.
Selecting the Stores tab allows users to apply the new Rule to one, or more stores in their Company Hierarchy.
Please note that stores cannot have more than one Rule applied at the same time.
New Scheduler - Location Rotation with House Shifts
Users are now able to include House Shifts when configuring their Location Rotation, which is located in the Tools menu in the upper, right-hand corner of the Scheduler.
Users can then select which schedule(s) to apply the Rotation to, and whether or not they want to include House Shifts in the rotation. These selections are “sticky,” so if selected, they will remain selected anytime the user navigates to Location Rotation.
If neither option is selected, the Locations of each shift will be rotated alphanumerically. For example, if an employee was scheduled Sec 01, and the Rotation is applied, that employee will now be assigned Sec 02.
New Scheduler - Displaying Employee Type
The New Scheduler will now display the Employee Type for Australian clients.
The Employee Type can be configured from the Employee Details in Staff tab.
New Scheduler - Improved Sorting
Improvements have been made sorting feature in the New Scheduler. When users filter a schedule by Job Code and day, employees with a shift scheduled for that Job Code on that day will display first, and employees without a scheduled shift will display at the bottom. This applies on a schedule-to-schedule basis.
New Scheduler - Pending Task List
Whether managers are using the old or new Scheduler, the Pending Task modal will appear if they elect to have the Scheduler as their landing page upon logging in, and there are tasks to be completed. This allows users to make any shift approvals before working on the schedule.
Expand Buttons Throughout the Staff Tab
Expand buttons have been added to the Staff List, Employee Availabilities, All Staff Certifications, Pay Adjustments, and ACA Management sub-tabs of the Staff tab to limit scrolling for users of all browser resolution preferences.
Export Icons Throughout the Staff Tab
The Export icons throughout the Staff tab have been updated to coincide with other parts of the site.
Updated Expand Icons in Forecasting
The Expand icons throughout the Forecasting tab have been updated to coincide with other parts of the site.
Staff Tab - Updated Calendar Picker in Pay Adjustments Sub-Tab
The Calendar Picker has been updated in the Pay Adjustments sub-tab of the Staff tab to coincide with the rest of the site.
Rename Tags to Filters in Messaging
Tags have been renamed to Filters in the Messaging tab. This tool allows users to apply filters to their messages, so they can easily find them with keywords.
Please note that this is part of a larger project within the Messaging tab that should be completed with the next Release.
PayControl - Australian Holiday Pay
The costing information for all employees of Australian restaurants has been updated to comply with the Restaurant Industry Award by multiplying the base pay rate by 2.5 times for all standard hours worked during public holidays.
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