Enter Share With Schedules

Owned by Julie Leake (Unlicensed)
Last updated: Jul 13, 2018 by Carissa Warnock (Unlicensed)

This task associates work between two positions (hourly supervisor and hourly associate, or manager and hourly associate) so that the standard for the hourly associate is reduced by the number of hours that the supervisor or manager performs work. For example, if a salaried Sous Chef cooks on the line, share with schedules provide a means to account for those hours and adjust the cook standard appropriately. If an hourly supervisor works at the Front Desk, a share with schedule assigns some check-in/check-out work to the supervisor so you can adjust the desk clerk standard appropriately.

 Click image to view a full size screen shot.

Fields on the Share With Schedules screen

FieldDescription

Managers pane

Lists the names of the managers.

Details pane and icons


Contains information about the schedule(s) for the selected manager.

The Details pane contain the following icons:

    • Add—Adds a schedule to the selected manager.
    • Edit—Edits a schedule for the selected manager.
    • Delete—Deletes the selected schedule.


The Details pane also contain the following table headings:

    • Day—Displays the day of the week in which to create a schedule.
    • Start Time—Time on which the schedule begins.
    • End Time—Time on which the schedule ends.
    • Job—Displays the job in which is to be shared.
    • Assignment—Displays the assignment in which is to be shared.

Running the Share With Schedules task

Adding a schedule

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Planning.
    The Planning screen appears in a separate tab.
  3. Click Display advanced options.
  4. In the Share with Schedules row, click Update/Start.
    The Share With Schedules screen appears in the same tab.
  5. Select a manager from the Manager pane.
  6. Click the Add icon (

    ).
    The Add Schedule dialog box appears.
  7. From the drop-down menu, select the Day.
  8. Enter the Start Time and End Time.
  9. If applicable, select a Job and Assignment, from the drop-down menu.
  10. Click OK.
    The dialog box closes and the schedule appears in the Detail pane for the selected manager.

Editing a schedule

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Planning.
    The Planning screen appears in a separate tab.
  3. Click Display advanced options.
  4. In the Share with Schedules row, click Update/Start.
    The Share With Schedules appear in the same tab.
  5. Select a Manager from the list.
  6. Either:
    • Double-click a schedule to edit it.
      The Edit Schedule dialog box appears.
      Or
    1. Click on the schedule you want to edit.
    2. Click the Edit icon ().
      The Edit Schedule dialog box appears.
  7. Make the appropriate changes.
  8. Click OK.
    The dialog box closes and your changes are applied.

Deleting a schedule

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Planning.
    The Planning screen appears in a separate tab.
  3. Click Display advanced options.
  4. In the Share with Schedules row, click Update/Start.
    The Share With Schedules appear in the same tab.
  5. Select a Manager from the list.
  6. Click on the schedule you want to delete.
  7. Click the Delete icon (

    ).
    A message appears asking if you want to delete the schedule.
  8. Click Yes.
    The dialog box closes and the schedule disappears from the Details pane.


Other forecasting tasks: