The new Store Settings page will allow users to edit the site’s General Information, add new labor categories, schedules, jobs, locations, and skills. Instead of having everything on one page, there will be different tabs for the main elements of the page.
(A) General Information
Let's start with the General Information Tab. This tab will have the Store's contact information (Address, Time Zone, Phone Number, Email, and Website), work week start day, shift information and permissions sets. If you have access to edit information, you will the 'Edit General Information' button to the top right side of the page. This button will open the editable fields.
Note: work week, shift information and permission sets can't be edit from the Store Settings page. If you need to update that information you will need to contact us.
For Essentials and Plus clients, they will have the ability to update their work week. Check this ARTICLE for more information.
They will also have the option to turn on/off the auto-hide feature for when all Setup Guide items have been completed. This function is turned on by default.
Schedules - In HotSchedules a Schedule will help you organize your employees. You can do it by job or responsibilities. Example, you can have a schedule for each position, like a server, bartender, host or cook schedule. Or a schedule with several positions, like a Front of the House schedule that will have all servers, bartenders, and hostesses.
The Schedules section is where you will be able to view information for all schedules, and if you have the permission to edit, you will be able to add, modify and inactivate schedules. You will see what labor category is assigned to, which job codes default to the schedule, any required certifications and if they required Forecast/Labor Generation.
Adding a new schedule is simple, click on the 'Add a New Schedule' button and enter the name and labor category. Additional options are jobs that will map to it, certifications and forecast/labor generation requirements.
Jobs: In HotSchedules a Job is used to associate the position or title of your employees. The Job will have a name, short Name, rate, job code(POS ID), location and default schedule.
In the Jobs section, you will see job name, rate, job code(POS ID), locations and default schedule. Adding a new job is a simple click on the 'Add a New Job' button and enter the name, short name, and default schedule. Additional options are pay rate, POS ID, and locations.
Locations: In HotSchedules a Location is referring to a section or station within your business. Example, you can have a cook job with a grill, salad, prep and expo locations.
Here is where you will be able to view information for all Locations, and if you have the permission to edit, you will be able to add, modify and inactivate locations. The most significant change and an excellent improvement, it's that you can see all the assigned jobs for each Location. Adding a new location is simple, click on the 'Add a New Location' button and enter name and jobs.
Certifications: You could have state required certifications like food handlers or alcohol certification. We offer a list of possible certifications you could use; you don't see one you need let us know.
Here is where you will be able to view information for all certifications, and if you have the permission to edit, you will be able to add, modify and remove certifications. You will see any expiration rules as well certification code if applicable.
Adding a new certification is a simple click on the 'Add a New Certification' button and pick from an available certification and select an expiration rule. An additional option is the External Reference ID.
Skills: In Hotschedules skill levels give you the ability to rank your staff based on each of their job codes in HotSchedules. Once you have enabled skill levels and assigned them to your team, you can use these to help you schedule your team with the Autoscheduler.
Here is where you will be able to view information for all skills, and if you have the permission to edit, you will be able to add and modify skills. Also, if you have the permission you will be able to inactivate a skill.
Adding a new skill is simple click on the 'Add a New Skill' button and enter name and rack. The Rank must be a numerical digit. It determines which level is considered the most skilled or least skilled. A lower numbered rank indicates a lower level of skill.
(G) Labor Categories
Labor Categories: In HotSchedules labor categories are used to group your labor cost. You need to have at least one labor category. However, you can as many as your business needs. Example, you can have Front of House (FOH), Back of the House (BOH) and Store categories. Or simply have a main labor category.
Here is where you will be able to view information for all labor categories, and if you have the permission to edit, you will be able to add, edit and inactivate labor categories. You will see all the assigned schedules for each labor category.
Adding a new labor category is a simple click on the 'Add a Labor Category' button and enter the name. You don't need to assign a schedule right away.
For a high-level look at how Jobs, Schedules, and Locations are related, check out this video: