Creating an effective schedule starts with ensuring your employees are properly set-up for success.

Before you start, there are a few key areas that affect your scheduling that need to be addressed.

Job Codes Setting

The Job Codes settings lets you manage employee roles for your organization and how they are included on reports. Confirm you have all the necessary job descriptions for creating a schedule.

Store Hours

Setting your open hours will ensure you have the right people at the right time. Use the Store Hours to indicate when you open and close to guests, and the earliest time your team would start their day.

Employee Roster

An up to date employee roster will ensure you are only assigning shifts to current team members. Adding new members, and inactivating those that are no longer part of your organization will help make sure the right people are scheduled at the right time.

Employee Availability

Accurate availability is crucial to avoiding schedule conflicts. Set available hours or restrictions to ensure team members aren't being scheduled when they are unavailable.

Job & Pay

Accurate job and pay records are key to labour cost reporting and predictions. Verify that all employees have their job titles and pay rates correctly listed. This ensures that the system assigns the right roles when scheduling, and that the labor costs are accurate with up-to-date pay rates.

Skill Level

Skill levels can be used to assign team members to various positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. throughout their scheduled shift. It allows you to assign shifts based on employees’ qualifications, such as grill, sandwich bar, or drive thru, ensuring that tasks are handled by the most suitable team member.

Store Assignment

Assigning team members to a location ensures that you can maintain one central employee file for team members that work at multiple locations. This will keep scheduling organized and ensure employees report to the right locations

Forecasting

Having an accurate forecast is the key to having the right team members in at the right time. Understanding demand allows you to plan schedules that meet your objectives, ensuring that your team is well-prepared for any changes in volume or workflow.

 

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