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Contents
Title and Copyright Information
Preface
1
Using
Labor Management
2
Labor Management
Setup
Portlets and Permissions for Labor Management
Human Resources
Payroll Preprocessing
Scheduling - Schedule
Scheduling - Admin
Staffing - Profile
Staffing - Admin
Staffing - Requirements
Scheduling - Employee Self Service
Configuring Locations for Labor Management
Configuring Password Security
Configuring Social Security Number Security
Configuring Payroll Preprocessing Behavior and Overtime Labels
Choosing the Pay Rate Modifier
Configuring Reason Codes
3
Timekeeping
Configuring Timekeeping
Configuring Timekeeping Privileges By Employee
4
Labor Law Compliance
Configuring Compliance with Wage and Tip Laws
Configuring Compliance with Child Labor Laws
5
Pay Periods
Configuring a Pay Period Cycle
Closing a Pay Period
Reopening a Pay Period
6
Preprocessing Payroll
Using Payroll Preprocessing
Time Cards
Viewing a Summary of Time Cards
Viewing a Summary of Time Cards for Shared Employees
Adding or Adjusting Time Cards
Adding or Adjusting Drill-Down Time Cards for Employee Shifts
7
Work Hours and Break Periods
Configuring Work Hour Restrictions
Assigning Work Hour Restrictions and Setting Store Hours
Configuring Store Work Hours
Assigning Store Work Hours to a Location
Configuring Break Rules
Assigning Break Rules to Locations
8
Overtime
Weighted Average Overtime
Weighted Average Overtime with Tip Credit
Configuring Work Requirements for Overtime Eligibility
Configuring Calculations and Rules for Overtime Pay
9
Premium Pay, Bonuses, and Deductions
Configuring a Premium Pay Rate
Assigning a Premium Pay Rate by Location and by Job
Assigning a Premium Pay Rate by Employee
Configuring a Payroll Bonus or Deduction
Configuring Pay Codes
10
Tip Pools
Manual Tip Pools
Configuring Manual Tip Pooling
Entering a Manual Tip Pool Amount
Automatic Tip Pools
Configuring Automatic Tip Pooling
11
Jobs
Adding a Job Category
Adding a Labor Category
Creating a Job
Assigning a Job to a Location
12
Employee Management
Employee Home Locations and Away Locations
Human Resources Templates and Permissions
Assigning Human Resources Templates to Roles
Configuring Access to Employee Classes by Role
Employee Information Change Records
Configuring Employee Change Tracking
Importing Employee Information from a Microsoft Excel Spreadsheet
Including Salaried Employees in Labor Cost Calculations
Adding an Ethnicity
Adding Skill Levels
Adding a School District
Assigning a School District to a Location
Configuring a School Year and Vacation Days
Adding a Direct Deposit Bank
Assigning a Direct Deposit Bank to a Location
Employee Maintenance
Adding Employees
Point-of-Sale Account Configuration
13
Scheduling
Employee Work Hours and Availability
Schedule Approval Process
Creating Schedule Profiles
Configuring Schedule Profile Properties
Configuring Blackout Periods
Color-Coding Job Types and Employee Status
Configuring Staffing Placeholders
Configuring Schedule Edit Restrictions
Configuring Employee Work Hours and Availability
Creating Schedules
Editing Schedules
Submitting Schedules
Approving Schedules
Printing Schedules
Sending Schedules by Email
Creating Schedule Templates
Customizing Schedule Appearance
Configuring the Default View
14
Employee Self Service
Configuring Employee Self Service Permissions
Viewing Schedules
Printing Schedules
Sending Schedules by Email
Requesting Time Off
Requesting Time Off for Other Employees
Requesting Shift Changes
Approving Shift Change Requests
15
Staffing
Choosing a Staffing Method
Creating Staffing Profiles
Adding Jobs to a Staffing Profile
Defining General Forecast Requirements
Defining Forecast Productivity Requirements
Defining Shift Requirements
Defining Fixed Resource Requirements
Defining Recipe Requirements
Defining Advanced General Requirements
Assigning Skill Levels to Jobs
Assigning Stations to a Location
Assigning Staffing Profiles to Organization Levels
Creating Stations
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