The 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
- B - Schedules
- C - Jobs
- D - Locations
- E - Certifications
- F - Skills
- G - Labor Categories
- H - Revenue Centers
Fig.1 - Store Settings
A - General Information
This tab will have the store's contact information:
- Time Zone
- Phone Number
- Workweek Start Day
- Shift Information
- Permissions Sets
If you have access to edit information, you will see the Edit General Information button on the top right side of the page. This button will open the editable fields.
Please note: Workweek, shift information and permission sets can't be edited from the Store Settings page. If you need to update that information you will need to contact the support team, view this article for more information about submitting a support request: Contact Us: Customer Support.
Fig.2 - General Information
Please note: If you are an Essentials or Plus client, you will have the ability to update the workweek. View this article for more information: HS Store Settings: Essentials Plus Work Week Change.
You 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.
Fig.3 - Additional options for Essentials customers
B - Schedules
In HotSchedules a schedule will help you organize your employees. You can do it by job code or a certain section of your location.
For 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 it is assigned to, which job codes default to the schedule, any required certifications, and if they required Forecast/Labor Generation.
- To add a new schedule, select 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
For further in-depth information on schedules for managers, please see HS Store Settings: Schedules (Add and Edit and Inactivate).
Fig.4 - Schedules
C - Jobs
A job is used to associate the position or title of your employees. The job will have a:
- Short Name
- Job Code (POS ID)
- Default Schedule
- To add a new job, select the ADD A NEW JOB button and enter the name, short name, and default schedule. Additional options are pay rate, POS ID, and locations
For further in-depth information on jobs for managers, please see HS Store Settings: Jobs (Add and Edit and Inactive).
Fig.5 - Jobs
D - Locations
A location is referring to a section or station within your business.
For 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.
- To add a new location, select the ADD A NEW LOCATION button and enter name and jobs
For further in-depth information on locations for managers, please see HS Store Settings: Locations (Add and Edit and Inactive).
Fig.6 - Locations
E - Certifications
We offer a list of options you could use for state-required certifications like food handlers or alcohol certification. Contact the support team if an option needs to be added to meet a specific need at your location: Contact Us: Customer Support
You will be able to view information for all certifications, and if you have permission, you will be able to add, modify and remove certifications. You will see any expiration rules as well as the certification code if applicable.
- To add a new certification, select 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
Fig.7 - Certifications
F - Skills
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.
You will be able to view information for all skills, and if you have permission, you will be able to add, modify, and inactivate skills.
- To add a new skill, select the ADD A NEW SKILL button and enter name and rank. 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
For further in-depth information on skills for managers, please see HS Settings: Adding and Editing Skill Levels.
Fig.8 - Skills
G - Labor Categories
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.
For 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.
- To add a new labor category, select the ADD A LABOR CATEGORY button and enter the name. You don't need to assign a schedule right away
For further in-depth information on skills for managers, please see HS Store Settings: Labor Categories (Add and Edit and Inactivate).
Fig.9 - Labor Categories
H - Revenue Centers
If you are an integrated site and you are syncing Revenue Centers from the POS and you are your site is configured to show/inactive revenue centers, you will now be able to inactivate or re-activate revenue centers.
Fig.10 - Revenue Centers
For a high-level look at how Jobs, Schedules, and Locations are related, check out this video: