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