HotSchedules FAQs

HotSchedules Status Page

For information regarding the HotSchedules Website Status Page, visit:

status.hotschedules.com

This page shows real-time updates regarding the HotSchedules web, mobile and corporate sites. Users can subscribe to receive emails on status updates or incident notifications.

Prep items are different recipes that must be prepared by the business. Since Production works with Inventory, it is important to note that if an organization has not built any recipes they will have no items available to use as prep items.

How to create a Prep item

To begin building a prep item, click on the Production tab, select the Setup subtab, and choose Prep.

here

The Prep page will display previous recipes that have been set up. If you have not built any before, a message will display in the center of the screen to tell you. You can begin building a new prep item by clicking Add Your First Item.

A window will open asking you to set up different details regarding the recipe that you are adding.

The Recipe drop down will be used to choose the recipe you would like to use. Status will allow you to set whether the prep item is active now or inactive. Prep unit of measure is where you will choose a unit of measurement to assign to the item. You will be presented with a unit conversion menu if you choose a unit of measure type not applied to the item.Prep Time is the amount of time it takes to build the recipe. Hold Time will be used to specify how long the recipe can be held for before it is no longer fresh.You are able to enter a value up to 999 in this field.Prep Schedule is where you will be able to choose the schedule you would like to assign the prep item to. Minimum Prep Quantity is the minimum amount that has to be prepped of a recipe.Further Information regarding Prep Stations can be found .

Once you have finished setting everything up, click on Ok.

This will bring you to the prep set up page. Here you will see the prep items you’ve built up to this point and their settings. You can remove a prep item by clicking the trashcan icon to the right of its name.

Ingredients that are recipes within a prepped recipe will only be depleted if it is assigned to the group that the store is in.

If anyone is having issues logging into their HotSchedules account, these are some common scenarios that you can review to help them:

Forgot Username and/or Password

Sometimes people forget their username and/or password! If a user enters either of these incorrectly, they will receive an error that states "invalid username or password."

If there is a confirmed email address linked to the account, the user can use the Forgot Username or Password tool on the website or the mobile apps.

Note: TheForgot Username or Password tool will not work if there is not an email address saved to the account. A manager can add an email address to the user's profile on the Staff tab.

See this article for step by step instructions to retrieve login information with an email address.

Providing Initial Login Information

A brand new employee will need their initial username and password to log into HotSchedules and setup their account.

Managers can provide this by printing their Welcome Sheet from the Staff tab. Simply check the box beside the employee name(s) and click the Welcome Sheet button. See this article for step by step instructions.

Welcome Sheets aren't displaying passwords

A welcome sheet for a brand new user will have a randomly generated numerical username and password.

However, if the account has already been logged into, the employee has been prompted to change the password on their account. If the password has been changed, the password will no longer display on a Welcome Sheet.

Rather than generating a welcome sheet, the manager should follow the process to reset the user's password outlined below.

Can a manager reset an employee's login information?

Yes! If one of your employees is having trouble logging in, you can send them their login details from the Staff tab of your account.

Select the employee's name from the Staff List and click the Send Login Details button on their profile. You will be able to send them their username and a reset password link.

If they do not have an email or text messaging number confirmed on their account, you will need to add an email address for them. The employee will receive a confirmation email. They must click the the confirmation link before you will be able to send them login information.

"Your account has been SUSPENDED" or "Your account is INACTIVE" message when logging in

This message indicates that the account a user is trying to log into is no longer active.

The account may be set to inactive or terminated, but a manager at the location will need to reactivate the account for this user to log in.

To learn more about how to change the status of a team member's account, check out this article.

Also confirm that the user is not using a username and password from a previous HotSchedules account. When someone switches companies, they should set up a new account.

Youhave the ability to change yourusername and/or password by logging into yourHotSchedules account.

The username must be at least 5 characters long and unique to the system.

The password must be at least 4 characters long, and it can be letters and/or numbers ONLY.

You can change this information as often as you like.

Follow these steps to change your username:

Select the Settings tab.

On the Personal page will be an option titled Reset Login & Security.

The Reset Login & Securityfields will populate in the center of the screen.

Type the new username in the Username field.

Type your password under Enter Your Current Password.

Selectthe Save button.

Note: The username has to be unique in HotSchedules. If you receive an error that states the username already exists, you can try another one.

Follow these steps to change your password:

Select the Settings tab.

On the Personal page, there will be a option titled Reset Login & Security.

The Reset Login & Securityfields will populate in the center of the screen.

Type your old password in the Current Password field.

Type your New Password twice.

Select the Save button.

Adjust Your Login Details

Self-Guided Tutorial

(This will prompt you to log into HotSchedules, and then guide you through the process click by click.)

Follow the steps below if you find that you are encountering a login error or getting a timeout error when trying to access HotSchedules:

First, take note of the type of error you are receiving. Is it an internet error or a HotSchedules error? Below you can find an example of what both may look like.

here

If you are experiencing an internet error, try checking your internet connection. If it is not working, You will not be able to log into HotSchedules.

Once you determine that what you are experiencing is a HotSchedules error, there are a couple things you can try:

Try to reload the page. You can do this by selecting the reload option in your browser or by logging back into HotSchedules.

If you continue to receive the error page after doing this, try clearing your cookies and cache. For users unfamiliar with clearing out cookies and cache, follow the links below.

Internet Explorer

Firefox

Google Chrome

Safari

After clearing out your cookies and cache, try logging back into your account.

If none of the above work, you can reach out to the HotSchedules Customer Care team. Their contact information can be found.

Sales & Inquiries

If you'd like to learn more about our solutions, we would love to talk with you.

877-539-5156

[email protected]

Welcome to the DigitalRedBook!

Manage your shifts using our app on your iOS device, Andoid device, Windows tablet, or a computer browser by navigating to app.redbookconnect.com.

! If you are using a web browser, make it an updated one. We like Firefox 23 & 24, Chrome C28 & C29, and Internet Explorer 10 & 11. You can also try Safari S5 or S6 on your Mac or iOS device.

Logging in for the first time?

Go to your email, and find your DigitalRedBook invitation. It looks like this:

app.redbookconnect.com

! If your invite email is over a week old, your password is expired. Contact your supervisor to get a new invitation.

! If you don't have an invitation, check your Junk or Spam folder. If you still can't find it, contact your supervisor to get a new invitation. Make sure that your supervisor has the correct email address for you.

Open the app by tapping Accept your invitation in the email. Alternatively, you can launch it by going to in your browser.

Log in for the first time using the username and password provided in the invitation email.

Tap Let's Get Better to enter the app.

! In the future, if you forget your password, tap Forgot Password, and enter your username to get a new one.

! If you need any help, tap Get Help to send us an email.

HotSchedules accounts are not permanently deleted because schedule information is attached to every account. For historical purposes, managers need to be able to generate reports about past data.

So, if you no longer work at a location that used HotSchedules, you will not be able to delete your account. The managers at that location will be able to terminate the account.

However, you can remove your contact information from the account to ensure that you will not receive any more notifications from the account.

See this article to stop text message notifications.

See this article to remove your email from a HotSchedules account.

Released 1.30.20

Well here we are at the end of January. For some that means we're one month closer to Summer. For others it means football's biggest weekend is around the corner. Personally I love the Super Bowl, how often is there a full day dedicated to eating finger foods? Like most of you I am preparing to snack hard this weekend. Did you know that roughly 28,000,000 lbs (13,000,000 kg) of chips are eaten during the Super Bowl? I feel like if we really put our minds to it, we can beat that number this year! Go ahead, grab a chip and enjoy this week's Labor Release.

Enhancements

Activity Based Forecasting: Support for Dynamic Labor Drivers from Advanced Forecasting

Those who utilize Advanced Forecasting (formerly Clarifi Forecasting) along with Activity Based Forecasting (ABF) will now be able to use any forecast driver type from Advanced Forecasting (once available) when building out ABF rules so the right labor will be allocated based on the forecasted metric.

In the Staff tab, you can find contact information for anyone within your schedule or schedules.

You can choose to view individual schedules, or search for individual co-workers. You can also sort by column to more easily find the right person.

If one of your co-workers chose to hide their personal information, then their phone number and/or email would not be shown.

The Staff Tab

Clocking In

To clock into work, sign in to WebClock using either your POS ID or your HotSchedules username and password - depending on which your company has chosen to use. Then select Go.

WebClock 2017 (Beta) - Viewing Staff

If needed, choose your appropriate job from the drop-down menu, and select Clock In.

To clock out, sign in to HotSchedules WebClock, and select Clock Out. Declare any Cash or Credit Card tips, if tips are enabled for your job.

You are also given the opportunity to view your hours. Select each drop-down arrow to view additional information.

Meals and Breaks

To clock out for a break or meal, sign in, and select either Start Break or Start Meal.You will be told when you should return, if your company has set up the length of breaks and meals.

When you return, simply sign in, and you will automatically be clocked in.

If you try and log in outside of your posted scheduled shifts, a warning may appear. Your manager will need to sign in to WebClock with their HotSchedules username and password to override the notification.

WebClock

Additional Articles

WebClock Clock-in Errors

WebClock 2017 (Beta) - Overview

WebClock 2017 (Beta) - Launching WebClock

Note: This functionality will be rolled out in phases starting on January 24, 2019.

The HotSchedules mobile apps will now have the ability to edit and create shifts for a posted schedule. With version 4.99.0 and higher, you will be able to see the following features in your mobile apps. This new features will be an excellent help for managers if they have to edit a posted a schedule on the go from their mobile devices.

The mobile edits will be under the Roster tab of the mobile apps. Schedules must be posted for you be able to make any edits. You won't be able to create or edit shifts for unposted schedules.

Let's take a look at what you can do.

Edit existing shifts for a scheduled employee.

You will now be able to adjust an employee's in-time, out-time, scheduled, job or location of a scheduled shift. Step by step instructions in this Article.

Article

Add a shift to an employee who is already scheduled

You will be able to add a new shift for an employee that is scheduled for a specific day.Step by step instructions in this Article.

Add a shift to an employee who is not scheduled

You will be able to create a shift for an employee who is not scheduled for a specific day. Step by step instructions in this Article.

Re-assign an existing shift

Re-assigning the shift is as easy as editing the shift information.Step by step instructions in this Article.

House an existing shift

If you need to house a shift for a scheduled employee, you will do similar steps as re-assigning a shift.Step by step instructions in this Article.

Create and assign a House shift

With the 4.100.0 release, you will be able to create and assign house shifts. Step by step instructions in this.

When you log into HotSchedules, you will see your schedule displayed on the Home tab under My Plate.

The default view shows you the schedule for this week and next week starting with the current day.

You can view your schedule from previous weeks by clicking the Select Week drop down menu. This will allow you to flip to weeks in the past or future and view the schedule that was posted for those dates.

With the necessary permissions, employees have the ability to edit their availability and then submit their changes for manager approval. As a manager, approving a new availability is simple. This article will walk you through that process.

The Task modal will display an EMPLOYEES WITH AN AVAILABILITY CHANGE line when there is a new availability submission.

HERE

You're also able to navigate to the AVAILABILITY APPROVAL page by hovering over the Home tab.

Employees waiting for an approval will appear on the left, and the selected employee's request will appear on the right. To view the employee's current availability, simply expand the card by clicking anywhere on the line.

When reviewing the submitted availability, you're able to compare what is being requested with what is current. Requested availability will be in blue and the current availability will be shaded. To approve or deny, simply select the corresponding buttons.

Once approved, the employee will still be listed so you can view his/her current availability along with what the availability will be on the new Effective date.

If you decide to deny a submission, you will need to provide the employee a reason.

To learn the process from the employee's perspective, click.

The Shift Rating report will allow managers to view data collected from employees rating their shift. This data will help managers understand how employees are feeling about their shifts and how can they use it to improve employee morale, retention, and engagement.

ARTICLE

The Home Page will have anEmployee Satisfactionwidget where you can see the ratings and if you select each rating you can see the reason type selected by the employees. The data displaying in the widget will be from the weeks selected on the date picker from My Schedule.

To see the full report selectSee all shifts reportslink located on the bottom left corner of the widget.

All 3 reports parts will display data from the date range selected in the date picker.

Overall Satisfaction -This is will be a percentage of how positive the shifts were rated for the date range selected.

Employee Satisfaction -Same functionality as the home page widget. You will be able to see the amount for each response and you can drill down to thesee the reason for each.

Month-To-Date Trends for Overall Satisfaction -Graph representation of the trends based on the date range selected. If a month or week have data, the title will be highlighted and bolded. You will be able to see week and day trends by clicking on the graph or labels below. Note: that this will only display up to a year of data from the start date.

To view how employees rate their shift in the mobile apps, check out this .

When employees pick up House shifts or shifts which have been released by other employees, as a manager, you will need to approve these transactions. This article will walk you through how to do that.

If there are shift transactions waiting for manager approval, you will see the Tasks modal upon logging into your account along with the various types of actions that need to be addressed. For shift transactions, it will read EMPLOYEES WITH A SHIFT RELEASE OR SWAP with the number of transactions that need to be approved or denied.

The latest version of the Shift Approvals page will display each pending transaction as its own card which clearly labels the following:

(A) - The type of transaction

(B) - The original owner of the shift

HOUSE will appear if the shift is a House shift.

(C) - The date and time of the shift

(D) - The shift's Job Code

(E) -By clicking SCHEDULES, you're able to view the schedule for each employee involved in the transaction. Thiswill also display shifts for other locations if the employee is a borrowed employee.

(F) -To view more information about a specific pending transaction, click the expand arrow or any other white space on the card.

When a text bubble is present, you can hover your mouse over it to view an employee's reason for initiating the transaction.

To view more information about an employee, click his/her name.

Clicking the shift's date will display all of the other shifts of the same schedule that overlap it, so you can view which employees will be working with one another if the transaction is approved. It should be noted that clicking a swapped shift's date will display the overlapping shifts of the initiator's shift.

A page of multiple pending transactions can be filtered by Schedule, Job and/or Employee by using the dropdown at the top.

The expanded cards for swaps and pickups vary slightly. For pickup cards, all employees who picked up the shift will appear along with any reason they gave when the pickup was initiated. The employees listed are sorted by the requested date (i.e. who picked the shift up first?), but by clicking the arrows of each column, you can sort the content of the card by the column's data. Additionally, the following information will display for each employee looking to work the shift:

Picked Up- The date/time the shift was picked up.

Rate- The hourly rate of the employee picking the shift up.

Tenure- How long the employee has been working for the store. This is based on the Hire Date found in the Staff tab. The length of employment will determine the display of the column:

Less than a month - Weeks are used (e.g. 1 Week, 2 Weeks, 3 Weeks, etc.)

Less than a year - Months are used (e.g. 1 Month, 2 Month, 3 Months, etc.)

Over a year - Single decimals are used (e.g. 1.2 years)

Skill Level- The Skill Level the employee is for Job he/she is attempting to pick up.

Proj Hrs- The number of hours the employee would be projected to work for the week if the shift is approved

For sites without timecard punches, this column will display the scheduled hours for the week including the pending transaction.

For sites with timecard punches, this column will display the actual hours from the start of the week to the current day plus the remaining scheduled hours (including the pending transaction) for the remainder of the week.

Alerts- When the pending transaction would cause a violation, a warning icon will display. The icons are as follows:

DBL- The employee would be scheduled for a double if the pending transaction is approved

OT- The employee would be scheduled for overtime if the pending transaction is approved

RTR- Right to Rest - The shift violates the Employee Threshold of hours between another shift. Employee Thresholds must be configured.

S- Spread of Hours - Only for sites on the Week 40 [NY Standard] OT rule.

If day spread of hours > 10 hours, add $9.70 in special pay

Spread of Hours is defined as: the length of the interval between the beginning and end of an employee's workday. The spread of hours for any day includes working time plus time off for meals plus intervals off duty.

Example 1: 7 a.m. 10 a.m., 7 p.m. 10 p.m. = 6 hours worked but a 15 hour spread

Example 2: 11:30 a.m. 3 p.m., 4 p.m. 10:00 p.m. = 9 hours worked but a 10 hour spread

Example 3: 8 a.m. 6:15 p.m. = 10.25 hours worked

Hovering your mouse over the message or alert icons will display more information

The only difference between the Pickup card and the Swap card is the Swap card displays what the original shift for each user is, so you know if by approving the transaction, the other employee listed will be assigned the other's shift.

HotSchedules makes it easy for employees to access their work schedules in several ways.

Access Your Schedule on a Computer

Go to www.hotschedules.com

Login with your username and password.

On the Home page of your account, you will be able to see your schedule.

Access Your Schedule on a Mobile Device

You can download the HotSchedules app if you have a smartphone. We currently have an Android and iPhone application available in their respective app stores for $2.99.

If you do not have a smartphone or do not want to purchase the app, you can access your schedule through the internet browser on your device. Please go tohotschedules.com/hs/login.jsp

Access Your Schedule by Phone

You are always welcome to call us at 866-753-3853.

Once your account is set up, you can use the automated phone system to check your schedule, trade shifts, make requests, and hear messages on your account.

You can also speak to one of our Customer Care technicians.

When you log into HotSchedules, the first thing you will see is the Home tab. It defaults to the My Schedule view.

My Plate

You will see your personal schedule for the current week and next week listed here. You can use the Select Week drop down to flip to other weeks of the schedule.

If you do not see shifts listed, you may not be scheduled yet. You can also View the Entire Schedule for the week to see who else is working.

Broadcast Messages

These are messages that the management team has put out for the entire team. They will appear in a yellow box on the right side of the screen.

Make sure you read these to stay up to date on important information!

My Profile

This widget lists some personal information about your account. It will state when your next shift is and any certifications you have in the system along with their expiration dates.

At the top of the screen, there are several sublinks to take you to additional pages where you can submit Requests or Time Off or set up an Auto Pickup or Release.

The Home Tab

Note:This article is for the new home tab interface. If you are not yet using this version of the home tab, please refer to thisarticle here.

We have recently updated the interface of the Home tab inHotSchedules. This article will give you a quick overview of the new changes.

page.

A) My Shifts -This is the calendar view where you will be able to see your schedule. You will be able to see the current week and next week. The week will start depending on work-week setup for that site. A nice improvement that will allow youto see past shifts for the current week. Current day cell will be highlighted as you can see in the screenshot for July 6. Shift tile will include job name, in and out times (out times will only show if your site is configured to display it) and location if assigned one.

You will need to click on shift to see the schedule.

If there are more than three shift scheduled for one day. A link to view more will be down the third shift.

If you have any approved time off, or if your site uses requests and you submitted a request to work or request off. You will be able to see that on the calendar.

B) Available Pickup -This is the calendar view that will display any available shifts for pickup. You will need to click on the "Available Pickup" button. Once you clicked, your shifts won't display, and only available shifts will display. You will have to click on the shift to view the start time; we only display the Job code.

You will see a badge for how many new shifts are available to pick up.

My Auto Pickup & Release -This is a link to the Auto Pickup/Release screen visible when you navigate to the available pickup calendar. The Auto Pickup/Release will also have a My Schedule back button. Need to know how this feature works? Check out this article.

C) Date Picker -You will be able to move the calendar back or forward with this. It will moveto the next two weeks or the previous two weeks. Note: You won't be able to select specific dates.

D)See All Schedules & Entire Schedule widget-See all Schedulesis a link to open theEntire Schedule Widget.Both will expand a window and display any schedules assigned schedules that are posted for the user. With Release 4.0.71.2 on 11/8/18, locations will be displayed in the View All Schedules view

E) Shift Legend -This explains the color scheme of the shifts. You can decide to hide it or show it.

Past shifts will have the same colors but in a lighter shade.

Current and Future Shifts will have a Solid colored left bar and a lighter background color where the shift information is. We will display the Job and In-time and Out-time (only if you have the permission to view out times).

Shifts that have been swapped or released and are pending a decision will have the same solid colored left bar, but the background will be white.

Potential shifts that have either been picked up or swapped but are pending approval will be in a grayed out doted rectangle.

F) Broadcast Widget- If there is aBroadcast Message, it will display in a banner on the top of the page and as well as in a widget next to theMy Messages.If you close the banner, it won't appear after logging in again. But the widget will still be there.

G) Tasks -This window will display any pending tasks. Example: pending shift, image or availability approvals. You will be able to see how many tasks are pending; the total number will display in the top right corner of the window. You will also be able to expand to view a full list and select if you want this to pop-up every time you log in. Note: This widget will only display if you are configured to complete any of those tasks.

H) My Messages -This window will display a preview of your HotSchedules inbox. Selecting New Message or See all Messages will re-direct you to the messaging tab. You will be able to go back by selectingMy Schedule.

I) External Links -This window will display anyExternal Links that were were configured in theSettings Tab.If you select a link it will open up in a new tab of your browser. To see how these are configure check out this

Note: This widget will be available after release 4.0.71.2 on 11/08/18

Released 1.16.20

Did you know Sea Lions have rhythm? That's right, they are the only animal known to be able to clap on beat. With that in mind, clap along and settle in to the rhythm of today's Time & Attendance Release Notes.

Enhancements

ASC - Timecard Export Support of Alphanumeric HR IDs

Alphanumeric HR IDs are now supported in the timecard export in the Above Store Console. If your HotSchedules site currently supports Alphanumeric HR IDs, you will now see those populated within the HR ID column of the report.

While logged into Hotschedules, you are able to view yourpersonal schedule on the Home tab under My Plate. However, there may be times when you are trying to trade a shift and want to know who else works that week. For moments like these, you are able to view the entire schedule.

Viewing the Entire Schedule

On the homepage, open the drop-down menu labeledVIEW ENTIRE SCHEDULE. Choose the schedule you would like to view.

A new window will generate displaying the entire schedule. Allowing you to view who else is scheduled during the week.

You'll soon find severalupdated and upgradedfeatures in HotSchedules (if you don't already have them). We are excited to share thissneak peek with you!

New Profile

A cleaner, easier to use interface awaits you when you visit your profile in thesettings tab. Here you can adjust your login and security settings, as well as your contact information. You can also set up your SMS messaging service, so you'll always be notified of changes as soon as they occur.

The video below and this QuickGuide have more info.

New Availability

Letting your managers know when you're available has never been easier.

The video below and this QuickGuide have more info.

New Time Off and Requests

Time Off and Requests are two unique methods used to help you communicate with your scheduling managers when you either can't work or want to work more. Your company may use one or both of these.

The video below and this QuickGuide have more info.

These new upgrades will be coming soon! We'll let you know when they get here.

When you create your corporate Academy in Schoox, you can also have a public profile of your academy. Your public profile acts mostly as a promotional tool within Schoox, and helps building a community.

Under Public Profile in the Admin tab, you can edit your profile, and publish it when you are ready.

Once you click on the big blue Publish button, your public profile will become visible to the entire Schoox community.

You can unpublish your profile at anytime.

The Daily and Weekly Roster reports can be generated and printed directly from the Scheduler Tab. You can preview all of your schedules without having to navigate to the Reports tab.

A) Roster Report -If you need to generate or print the roster for a particular day while working on the schedule, you can select the report icon to generate the roster report. You will be able to navigate to different days, select to show house shifts, show unposted shifts and day notes.

B)Weekly Roster Report -If you need to generate or weekly roster report for a particular week, you can select the printer icon next to the roster icon to generate the weekly roster report. It will display all schedules based on the filter you have currently selected. Employees will display in alphabeticalorder.

The Scheduler placesthe tools needed to create schedules efficiently right at your fingertips; this is the place where the magic happens. This article will give you a quick overview of the functions available to you. Let's take a look.

In the Scheduler, you can create and post each week’s schedules.

Adjust Scheduler Settings

A. Navigate from week to week using the arrows, or by selecting specific dates.

B.Switch between ClassicView and SmartView with these toggles. SmartView is more spread out than ClassicView but allows for more hands-on interactivity while editing shifts.

C.You are able to scroll down to view all the schedules you are allowed to edit. Hovering over the Information icon will show live updates on the schedule’s status.

Please Note: A schedule may be locked for various reasons, and this is a good place to check to see why.

D.Easily switch between schedules, or filter what schedules are shown. You can also select to display Jobs, Locations, Day Parts and Employee Attribute.

E. Clicking an individual’s name shows more information about them. Clicking a red circle next to a name will show any warnings relating to the individual.

If they have any notifications, you will be able to hover the notification to get additional information.

F. The main schedule area shows all the shifts that have been assigned, plus availability and request information. Drag and drop shifts from one cell to another in either ClassicView or SmartView. Left-clicking a cell allows you to edit the cell using keyboard shortcuts. Double-clicking brings up additional information about the cell or allows you to easily add or edit a shift.

G.The House Shift Manager shows all House Shifts or unassigned shifts. House Shifts are determined, more often than not, through forecasting your week’s staffing needs. You are easily able to assign House Shifts by selecting the House Shift and using the Smart Select tool.

H.In-Scheduler Reports allow you to analyze crucial data before posting.

I. When you are ready to post the schedule, click the Post button, and you will be lead through a series of checks and balances to ensure all is good. The number of schedules able to be posted appears within a blue circle in the Post button.

Please Note: Schedules are automatically saved within the Scheduler. No need to worry about lost work!

J.The Menudrop-down menu includes Auto Scheduling, copying and deleting schedules, as well as access to your personal Scheduler settings andShortcut Key. These settings will only affect your scheduling experience.

Keyboard Shortcuts

S Smart Select Tool. Can be used for House Shifts and to reassign shifts.

I Insert. Used to override availability, for example. "I" inserts a house shift directly to a cell.

(Click the house shift, click the cell, and type "I".)

H Make the shift a House Shift. Send a shift back to the House Manager.

Delete Key Delete a shift. Empty a cell.

Ctrl-Click Select multiple cells for deleting or housing.

T Trade shifts. Swap contents of cells. (Hold ctrl key, press a cell, continue holding the ctrl key, select another cell, let go of all keys and type "T".)

C Copy a cell’s contents to the clipboard.

X Cut a cell’s contents to the clipboard.

V Paste the clipboard’s contents into a cell.

Z Undo an action (up to 20)

Y Redo an action (up to 20)

? Shows a color key and keyboard shortcuts printable guide

Additional Helpful Links

Creating and Editing Shifts

Using the Auto Scheduler

Templates in the Scheduler

Self-Guided Tutorials

(Thesewill prompt you to log into HotSchedules, and then guide you through the process click by click.)

Scheduler Overview

In order to set up a new HotSchedules account, you will first need your login information (username and password). Your manager should provide you with a Welcome Sheet with this information.

How to setup Email Alerts

Once you have this information, you can set up your new account by logging in on a computer.

Access www.hotschedules.com.

Log in with the username and password provided on the Welcome Sheet.

You will be directed to the setup page where you will be asked to create a new username and password.

You will also answer 3 security questions.

You can opt into email or text alerts. ( How to setup Text Messaging) ()

If you do not have access to a computer or have any questions about setting up the account, please contact your Manager for further assistance, as they should be able to assist you with Account Setup.

One of the many benefits of HotSchedules is it makes it super easy to pick up, release, and trade (or swap) shifts. This article will cover how to do it all so you can take back control of your life.

Picking Up Shifts

When viewing your schedule, the AVAILABLE PICKUP button will display a badge with the number of shifts you're able to pick up since the last time you viewed the screen.

By clicking the button, you're able to view how many shifts are available to be picked up for each day of the current week in addition to the following week.

To pick up or view the details of the shift(s), simply click the button for the day you want to pick up. This will reveal the PICKUP REQUEST modal.

The modal will list out the available shifts along with their times, who released it, any assigned Location, what Schedule it's assigned, and where you stand in line in terms of how many other employees picked the shift up. Additionally, the modal will inform you of what shifts you're already scheduled around the one you're picking up.

Once you decide which one you want, check the box, and select REQUEST PICKUP. When the request goes through, you'll receive a note at the top of your screen informing you that a manager now needs to approve the request before the shift is yours.

Releasing Shifts

To release a shift, simply click the shift, and select RELEASE from the corresponding bubble.

The REQUEST RELEASE modal will then appear which allows you to select a reason.

Once released, you will receive a note at the top of the page informing you that the shift is still your responsibility until another employee picks it up and a manager approves it. This is very important. Don't assume you don't have to work the shift just because you "released" it.

To cancel the request, simply click the shift and choose CANCEL RELEASE.

Swapping Shifts

To swap, or trade, your shift with another employee, select the shift from your schedule and click SWAP.

It's important to know that another shift must be available for you to swap with. When you select a shift of your own to swap and there aren't any other shifts on that day for you to swap with, you will have the option to select another day of shifts to trade for.

When there are available to shifts to trade for, simply select the shift you want, add an option reason at the bottom of the list, and click REQUEST SWAP.

Once you request the swap, you will receive a message at the top of the page informing you that your original shift is still your responsibility until the swap is accepted and then approved by a manager.

Note: Only specific restaurants will have access to the information being discussed below. If you do not have the Earnings Statement sub-tab on your account, you will be unable to view pay stubs on HotSchedules.

Viewing Pay Stubs

Log into your HotSchedules account and hover over the HOME tab. Select the EARNINGS STATEMENT sub-tab. This will open a page where you will specify the check date you would like to view.

After selecting the check date, press the Get Statement button. This will prompt you to insert your HotSchedulesusername, password, and the last 4 digits of your social security number. Once this information has been entered in, select VIEW PDF. This will open a PDF file containing your pay stub.

Users can sync their personal work schedule to their Google calendar through HotSchedules. This way all of your important information is in one place!

Follow these steps to setup the Google calendar sync:

Log into your HotSchedules account.

Hover over the Settings tab.

Select the Personalsubtab.

Click the Link to my Google Calendar button located in the left panel.

ChooseOKto confirm that you want to send HotSchedules shift information to your Google account.

You will be redirected to Google to log into your account and elect to Allow Access again.

The email address you chose will now appear in the Calendar section.

Note: If you are not redirected to Google to confirm this process, you may need to check your pop up blocker settings.

If you ever need to disconnect your email address return to this page and click the Removebutton.

Users also have the ability to sync their schedule information to the calendar on their mobile phone device.

To sync shifts to your mobile calendar follow these steps:

Log into yourmobile application.

Open the side navigation menu and chooseSettings.

Once you are on thesettings page, clickPreferences.

From preferences, selectCalendar Sync.

To enabled the calendar sync, use the slider. If it is green that means it has been enabled.

Posting

The final step to creating a schedule is to post it so your employees are able to view their shifts. Click here to read an article on how to create shifts.

Follow the steps below to post a schedule on HotSchedules:

Log in to your HotSchedules account, navigate to the Scheduling tab, and select the week you would like to post.

here

The POST button is located in the upper, right-hand corner of the page and will contain a numbered badge icon based on the number of schedules that need to be posted for that week.

Selecting the button will display the Post Schedule(s) modal where you are able to select which schedules you want to post.

Once a schedule has been posted, if any edits are made to it, it will need to be re-posted. You can learn more about re-posting a schedule .

Unposting

There are times when you might want to unpost a schedule. To do so, follow these step:

If you aren't already logged in, log in to yourHotSchedulesaccount, navigate to theScheduling tab, and select the week you would like to unpost.

Select the MENU button in the upper, right-hand corner of the page and select UNPOST SCHEDULE.

The Unpost Schedule modal will list all the posted schedules along with who made the last edit. Simply check the box next to the schedule you wish to unpost and select UNPOST.

Want to work a certain day, but there aren't any shifts to pick up? Need a specific day off, but it's too late to request it off? Creating an Auto Pickup/Release is the solution you've been looking for. This article will cover how to set one up. Let's get started!

When viewing your schedule, select AVAILABLE PICKUP and then MY AUTO PICKUP & RELEASE.

Click ADD to display the ADD AUTO PICKUP OR RELEASE modal.

Whether you wish to pick up or release a shift, you're able to set different criteria to match the parameters you wish to pick up or drop. Once you click ADD, the criteria will appear in a list.

From here, you're able to edit or remove the Auto Pickup/Release. When a shift is picked up, it will appear grayed out on your schedule until it is approved by a manager where it will then be your responsibility.

When a shift is automatically released, it will have a colored border which indicates it is still your responsibility until a manager approves it.

If you forget what each color/border means when viewing your schedule, you can always refer to the legend at the bottom of the pane.

For additional training on HotSchedules, we have provided HotSchedules U. This academy, which includes courses HS101 & HS102, will assist you in learning the basics of HotSchedules.

Follow these steps to navigate to HotSchedules University:

Log into your HotSchedules account.

Navigate to the Get Help link at the top-right corner of your screen.

Select HotSchedules U.

This will open a new window - your HotSchedules University.

Select the course you would like to view. Once in the course you will see a number of short videos you can view that will assist you in learning more about the functionality of HotSchedules

Note: HotSchedules U bases the courses in your academy off your job code, so managementand Employees will view different courses in their academy.

Jobs:In HotSchedules aJobis used to associate the position or title of your employees. TheJobwill have a name, short Name, rate, job code(POS ID), location and default schedule.

In theSettingstab, navigate to theStore Settingsarea.

Here is where you will see the job name, rate, job code(POS ID), locations and default schedule. If you integrate your POS with HotSchedules the job name, rate and job code(POS ID) will sync automatically. To make any changes to those fields, you will need to make the change on your POS.

If you are Non-Integrated client and have the permission to edit job information the following instructions will help you with that.

Adding a new job is a simple click on the Add a New Jobbutton and enter the name, short name, and default schedule (these fields are required). Additional options are pay rate, POS ID, and locations (location will be available one you add them, if you have question on how to locations check this ARTICLE ).

If you need to edit a job select the three-dot menu for the desire job, then chooseedit joborinactive job.If you select edit job, you would be able to rename the job, add locations and update the default schedule. Just selectDonewhen finished.

If you select inactive job,the job will move to the inactive list and you won't be able to schedule that job anymore.

HotSchedules does not contain any W-2 forms.

Please contact your manager or your company's HR representative to inquire about this form.

Thank you!

The Schedule Audit Report allows you to view data on changes to posted schedules.

The Schedules Audit Report is found in the Reporting tab, under Schedules and Rosters.

Use the calendar tool to select the date range on which you'd like to report. Note that the report will only show data for schedules posted on or after November 8th, 2017.

Then use the drop-downs and sliders to configure the report as needed.

A -Filter your report by one, a few, or all of your employees.

B -View all the changes for a specific schedule, or for all of them.

C -Filter your report to display initial shifts, and shifts that were added, edited, deleted, housed, picked up, swapped, and released.

D -The report can be filtered to show changes by a specific manager. Any manager that has posted or modified a schedule within the date range can be selected.

E -Refers to the difference in originally-scheduled time and the modified schedule. For example, if the original shift was 9:00am - 4:00pm (8 hours) and then edited to a 10:00am - 3:00pm (5 hours) shift, that's a difference of -3 hours. The "Hours Difference" filter allows you to control what shifts would appear in the report. If your filter is set from -2 HRS to +2 HRS, that -3 hour shift would not appear.Please note that a figure will not appear for swapped shifts.

F -Refers to the number in the “Days Modified to Shift Date” column. This column displays the number of days between the scheduled shift and when it was modified. In other words, if a shift for December 1st was modified on November 26th, the report would show 5 in the "Days Modified to Shift Date" column. The "Days Modified" filter allows you to control what shift would appear in the report. If your filter is set from 1 to 4 days, that November 27th shift would not appear.

Each initial shift will appear in gray, and all modifications will appear in white.

The Hours Change column displays if hours were added or subtracted to the originally scheduled shift. The Days Modified to Shift Date column displays the number of days outside of a shift that it was modified. In other words, if a shift's time was modified 2 days prior to its scheduled date, a 2 would appear. In rare instances, you might want to edit a past day. When this happens, the number will be a negative. For example, a shift that was modified 2 days after the fact will appear as -2.

Customers who use Time & Attendance will have the ability to generate reports about their payroll in the Above Store Console. These reports allow users to get further insight into what will be on an export before it is sent to their payroll. For more information on generating payroll, go here.

Follow these steps to use Payroll Reporting:

Log into your Above Store Console account and hover over the Time & Attendancetab. Select the option that says Payroll Reporting.

On the next page, select the pay period you would like to use. The option selected here will decide the date ranges available for you to choose from.

After choosing a pay period and date range, choose the store you would like to generate a report for.

Once you have selected a store, the export menu will open up. Here you can choose the type of export or "report" you would like to generate. These options include:

-Generate Detail Report

- Generate Summary Report

- Generate Job Summary Report

- Timecard Export

selecting an export will download it as an excel file to your computer.

Your personal schedule can change on a day to day basis. Doctors' appointments, family trips, even spare time on your hands will influence whether or not you are able to work. In Hotschedules you are able to make requests off and requests to work for an entire day or a particular time range.

Creating a Request

Log into your Hotschedules account and go to the HOMEtab. Select TIME OFF & REQUESTS.Next, choose the day you would like to use. This will open up a menu where you will input details for your request.

A -The earliest available date for you to request will appear here. This is based on settings implemented by your manager.

B -You can choose the type of request you are making here.

C -Here you can select the dates you would like to make a request for. LeavingAll Daychecked will create a request for the entire day. Unchecking this will allow you to use a time range. For example, you could make arequest for an entire day with all-day checked, or a request that only applies to 8:00 am - 5:00 PM with it unchecked.

D - You may be required to add a comment to a request before adding it.

Please note:requests do not require managerapproval. Instead, they will appear highlighted on the scheduler, where managers can choose to honor them or not when scheduling.There is a report that allows you to see these requests without going into the scheduler called the Employee RequestReport as well.

Once all of the above have been filled out, select SAVE to submit your request.

The Personal Settings page includes all information specific to you as a user of HotSchedules such as your Availability and the schedules you're assigned to along with basic personal information such as your birthday, phone number, and home address.

here.

Most of the fields can be saved in real time, so to make a change, simply hover your mouse over a field, click to select it, make your adjustments, and click out of it.

To learn how to change your Availability, click

If you have forgotten or misplaced your HotSchedules login information, you have a few options to retrieve it. During the setup process, users are given the option to set up an email address or text messaging on their account.If your email address is attached to your account AND confirmed, youmay retrieve your username and password yourself by following the steps below. You can also contact your manager to reset your password and provide you with a new welcome sheet. If you set up security questions when you set up your account, you can call Customer Careto verify your login information. Please reference this Login FAQ article for additional troubleshooting steps.

Retrieve Login Information With Email Address:

Keep in mind that your email address MUST be currently attached AND confirmed to your account in order for the system to provide the Username.

If you want to retrieve your password you MUST enter your username as it is on your account.

If the email address you enter is not attached to any account, the system will not be able to locate your information. This email address MUST also be confirmed for retrieval to be successful.

Go to www.hotschedules.com

Locate the following Forgot username or password links.

Select Forgot username to retrieve your username by entering your email address.

Select Forgot password to retrieve your password with your username.

Note: This article is only for Essentials or Plus clients. If you are a Non-Integrated or Integrated client. You have to contact Customer Care to get your workweek changed.

If you are a Super User for your site. You have the ability to update the start of your workweek from the Store Settings page. This article will guide you step by step to accomplish this task.

One thing you must know before you edit the start of the workweek is how posted schedules could be affected.

Day Moving Forward

In the image below you see how a schedule will be affected if you are moving a day forward. In this example, the change is to go from a Monday-Sunday Schedule to a Thursday-Wednesday schedule. Because the schedule is jumping forward a few days, you must check that the next week has shifts for Monday-Wednesday. For this situation, you might want to post two weeks worth of schedules before the change so that week 1 will still be fine after the schedule change takes place.

Day Moving Back

In the example below, you'll see how weeks will be affected by a day moving back. So in this instance, you are going from a Tuesday-Monday work week to a Monday-Sunday work week. Because of this, you will only need one week's worth of schedules posted in order for the change to go through correctly for the current week. You will still need to go to the following week and either un-post the schedule or complete the schedule and post it.

Navigate to the Store Settings page and then select theEdit General Informationto open the edit options. You will now see that The work week for this store beginsfield is now editable. Select the new day and selectSave.That's it, simple enough.

What is ABF?

ABF, also known as Activity-Based Forecasting, is an add-on for Labor clients that helps customers make well-informed decisions with the help of projected information like sales, guest counts, etc. Administrators & Corporate Leaders can use ABF to set up scheduling thresholds based on things like Projected guest counts & Sales, while scheduling Managers at locations that use ABF will have a clear & exact line of sight into what they need to schedule for a particular time period based on rules designed for, and assigned to, their store.

What Does ABF Solve For?

Without Activity Based Forecasting, many scheduling decisions might be made based on gut checks or incorrect assumptions. Along with that, different store types have different labor needs due to things like their region, location size, and popularity. Activity-Based Forecasting solves for both of these problems. First by allowing users to set up Labor Rules and assign them based on the needs of their business, and by providing Store Level managers with an exact amount of labor that they need to schedule.

How Does It Work?

If you'd like to learn more about Activity Based Forecasting and how it works, you can refer to the articles listed below:

Configuration:

Labor Rules UI Overview

Labor Rule Types

Creating Labor Rules

Creating Labor Rule Sets

Configuring & Understanding Labor Rules

More articles can be found here on the Above Store Console Page.

Site Level Functionality:

Generating Activity-Based Forecasts

Generating Labor

What is "Optimal Labor"

What is "Ideal Labor"

More articles can be found here on the Forecasting page.

Subscription Services Release & Upgrade Policy Overview

The purpose of this policy is to describe Subscription Services release and upgrade cycles, Customer notices, timing, as well as other pertinent information such as version requirements so Customers understand and can plan appropriately.

HotSchedules’ approach to release cycles and management for the Subscription Services is designed to provide stability, quality and predictability coupled with the flexibility to quickly resolve problems and deliver new features or service enhancements at the application layer and/or HotSchedules Software underlying such Offering. Subscription Services typically (but are not required to) follow the release cycles for four Release Types as listed below:

Release Type

Frequency

Clarifi

Typically once per month

Labor

Typically every 2 Weeks

Platform/Infrastructure/Integrations

Continuous

Hot Fix

As required

Clarifi: Includes Foundation, Inventory and Financials & Cash

Platform / Infrastructure / Integrations: Collectively the non-functional code which support the Clarifi and Labor applications.

Hot fix: A Hot Fix Release involves an urgent need to address such issues as a security vulnerability, system/application stability or other functional issue.

HotSchedules Reveal for iPhone, iPad and Android allows HotSchedules customers access to real-time reporting across any number of custom key performance indicators and any number of stores. With this app, customers can easily identify variances and trends that affect their business so they can more accurately forecast and manage their business activities to gain the upper hand in a competitive market.

Note: This cancellation process is only for Essential and Plus clients. All other products follow the current process.

This article will guide you on how to cancel your Essentials or Plus subscription.

You will need to navigate to the Settings tab and go to the Billing Page.

Once you are in the Billing Page, click on 'Cancel Account' below the Billing History section.

This will open a window that will complete the cancellation process and stop the billing for your site. You need to click on "Cancel My Account" a couple of times to complete the process. Once it's complete, you will be logged out and your site set to inactive. You or any of your users won't be able to log in after that.

As noted in the final message. We won't delete the store information at that moment in case you decide to come back as a HotSchedules user.

Note: After the 4.0.75.2 release, you will see your Final Bill at the moment of your cancellation.

When an applicant applies for a job through GoHire, they have to set up an account and create a password. If that applicant is hired and the manager sends them a link to complete onboarding, the new hire will need to sign into the same account they created when filling out the application.

If a new hire forgets the password to their GoHire account, they can simply select the Forgot Password? link on the login screen. They will be prompted to enter the email address they applied with, and then they will receive an email with their login information. If they do not receive the email in their inbox, be sure to check the spam folder.

HotSchedules users have the option to sign up for text messaging on their accounts to receive important notifications (like posted schedules).

Follow these steps to setup text messaging:

Login to your HotSchedules account and select the Settings tab.

Choose the Personal subtab to edit your account settings.

Select the Configure SMS link beside your phone number. This is located under the Contact section on the page.

Once you select Configure SMS, another box will pop up where you will enter your cell phone number, agree to the terms and conditions, and select your preferences.

Select the Save button.

Within several minutes, you will receive a text message from the number 31325.

That message will ask you to reply with the word Agree.

Once you have replied, you will receive a second message confirming that you have been set up with text alerts.

Note: If you do not receive the second message, you may need to refer to your cell phone service provider and ensure that the number 31325 is not being blocked.

Note: This article will cover how managers can adjust an employee's Availability. If you are an employee, click HERE to learn how to adjust your own Availability.

As a manager, you have the ability to set and adjust your employees' Availabilities. This is important because Availability is reflected in the Scheduler. You don't want to be assigning shifts to employees who aren't available to work, now do you? Didn't think so.

All new employee accounts in HotSchedules are defaulted to fully available which means the system will mark them as available to work 24/7. To adjust an employee's Availability, navigate to the Staff List and select the employee whose Availability you wish to change.

Select the AVAILABILITY tab to navigate to the employee's Availability.

When adjusting Availability, you will need to create a new Effective Date. This is the date the new Availability will be...you guessed it...effective. Simply click the+ and enter the new date and an optional reason for change. Notice how the text windows and Availability chart become active when you click the+.

Now comes the fun part. All white area in the Availability chart represents times when the employee is AVAILABLE to work. To mark a time range where the employee is UNAVAILABLE, simply click and drag your mouse over the time range to shade it.

When you're happy with your changes, select SAVE at the bottom of the page.

When users delete messages from their HotSchedules inbox, the messages are placed in the Trash folder.

Follow these steps to delete a message from your HotSchedules inbox:

Log into yourHotSchedules account and navigate to the Messagingtab.

There are a few methods to delete messages.

Option 1: Select the message you would like to delete.

Hover over the menu option to the right of the Reply button.

Select Delete.

Option 2:Delete a message from your inbox list by selecting the x beside it.

Option 3:Affect multiple messages by checking the Multiple box, checking the appropriate messages, and then selecting the desired option from the drop-down.

This will move your message to the Trash folder in HotSchedules. If you accidentally delete the wrong message, you can still view it in the Trash folder! For security purposes, there is no way for a user to delete the contents of their Trash folder.

Managers can reach out to Customer Care with questions regarding permanently deleting messages.

The new Manage Store Hours page will allow you to not only set regular Operating Hours but now you will be able to set days your store is closed and add Special Hours that could be due to an event or a holiday. Also, a new calendar view was added for easy access to special hours.

Setting Up Operating Hours.

You will be able to set the operating hours by selecting the link Edit Operating Hours.Once you clicked the link you will be able to set the same hours every day or have different hours for individual days. You will also be able to set a day as closed.

Different Hours

Same Hours

Closed Days (when using Activity Based Forecasting, a forecast won't be generated for the days that are set to Closed)

Setting up Special Hours

If there is an event or holiday that will affect your regular operating hours, you will now be able to set Special Hours for a specific date.

You can will be able to set the Special Hours by selecting a day in the Calendar or selectingtheEdit Special Hourslink.

Once you have the Set Special Hourswindow, you will need to enter the Schedule Name, Date, Open time and Closed time. If the store will be closed on that date, no Open or Closed time will be needed, just check the Closed box. Once you are ready just selectSet Special Hoursto save the information.

Note: Make sure all the fields are populated before saving the special hours.

Table of Contents

Staff Tab

Certifications

Search Employee

Filters

Add staff to Schedule

Edit Hire Dates

Welcome Sheets

PDF/Excel document

Staff Member Profile

Staff Member's Profile

Details

Availability

Jobs/Schedules

In the Staff tab, you are easily able to find the contact information for anyone on your staff. You can also adjust each staff member’s profile, add them to schedules, and print off welcome sheets.

A.The All Staff Certifications sub-link takes you into an area where you can view and adjust your staff’s availability on a store-wide basis.

B. Search for any name here. Simply start typing in the name, and the list will start showing options.

C. You can filter the list by schedule or job simply by clicking on the desired job or schedule.

D. You are also able to add one or more staff members to any schedule by checking the box next to the staff member and desired schedule.

E. Edit staff members’ hire dates by checking the boxes next to the appropriate individuals, and clicking Edit Hire Dates. A window will appear, where you can adjust their hire dates.

F. Generate one or more welcome sheets by checking the boxes beside the appropriate staff members, and clicking Welcome Sheet.

G. Generate a PDF or Excel document of the staff list by clicking Export.

H. Clicking any name in the list will bring up that staff member’s profile, where you can adjust their personal information. Clicking column titles sort the column.

I.Employee attributes show up in the form of Badges. Badges automatically appear based on the information within the staff member's profile. They are reflected for the following information: minor (M), borrowed (B), shared (S), voluntary standby list (V), and note (N).Hovering over a badge will show the relevant information. Badges will also display in the Scheduler, the Scheduler Roster and the Mobile Roster.

Clicking any name in the list will bring up that staff member’s profile, where you can adjust their personal information. Clicking column titles sort the column.

In a staff member’s profile, you can adjust any of their specific information under four sub-tabs: the Details, Jobs/Schedules, and Availability sub-tabs.

Details Sub-tab

A. Add or adjust the individual’s email, contact information, preferred name, and birthdate.

B. Send the individual their current schedule, or login information. In order to receive either, they will have had to set up their email or text information in their account.

C. Send the staff member a message. This message will appear in their internal messaging inbox. They will also receive an email, if they’ve set it up in their account.

D. Check the box next to any applicable certification for this individual, and use the calendar tool to select the expiration date for the certification. HotSchedules will notify management and the staff member when the expiration date draws near.

E. Click the status of the individual to change it. Inactive staff members will not show up as an option for any schedules, but can be reinstated later. Terminated staff will need to be added again, if you ever want to rehire them. Please note if your point of sale is integrated with HotSchedules, the status in HotSchedules is determined by the point of sale. If you update it here, you will need to also update it in the POS.

F. Click the permission of the individual to adjust it. Note that permissions are adjusted in a hierarchy; a manager could not adjust the permissions of the GM, for example.

G. If your store uses Meal Break Planning, you will be able to adjust MBP parameters.

Availability Sub-tab

Under the Availability sub-tab, you can adjust the individual’s weekly availability. This information stays the same from week to week, unless you change it. You can see the latest changes by clicking the date tiles. To adjust availability, click the Plus icon. Then drag your cursor over a time frame to make it unavailable. Gray signifies the individual is not available. You are able to make time frames longer and shorter by dragging the ends, and split them up by clicking the middle of a time frame, and adjusting accordingly.

Job/Schedules Sub-tab

Under the Jobs/Schedules sub-tab, you can regulate the schedules of which this individual is a part by checking the appropriate boxes.

You can also adjust the job information for the individual. If your point of sale is integrated with HotSchedules, the jobs will be brought over automatically. If your POS is not integrated, you are also able to manually select which jobs the individual works.

Whether or not your point of sale provides the individual’s jobs, you are able to rank their skill levels using the drop-down menus next to each job.

Staff Tab