Control Panel 4 Workforce - Settings

Settings Page

This page is extremely important. You will want to visit this prior to beginning the work of building out your users and schedule.

We have gathered all of the settings that used to be scattered between the Users/Customers and Location Settings groups and combined them in this module. We have also added explanations to make using the system a bit more intuitive.

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This page contains the following sections

  • Employee Classes – Ability to add new employee classes and assign tip sharing and tip withholding rules.
  • Overtime Settings – Control when and if overtime and double-time are paid.
  • Shift Change Notifications – Use these settings to determine who, if anyone, is notified when an employee requests shift coverage through my.poslavu.com
  • Advanced Settings – These settings help determine what actions different access levels can perform to increase your restaurant POS security.

 

Employee Classes

Use this section to create classes and tip rules.

 020_Classes1.png

Are you missing a class or classes from the displayed list? Just scroll down to reveal the rest of the list.

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Click on the pencil icon to the right to edit the Employee Class.

 

Add a New Class

You can add a new class, such as Chef, by clicking + Add New Class.

  • Open the Workforce – Settings page
  • Click on the drop-down for Employee Classes
  • Click on + Add New Class
  • Enter a CLASS NAME (e.g. Chef)
  • Choose FOH or BOH
  • Click Save

022_New_Class.png 

Tip Out Rules

This rule allows you to determine how much each tipped employee should tip out to support staff.

023_Tip_Out.png

  • Open the Employee Class that will pay the tip out
  • Click + Add tip out rule
  • Select either Evenly or Hours worked (check the descriptions below each option to better understand what each does)
  • Determine what percentage will of the tips or sales will be tipped out and type that into the Tip percentage box
    • If you select 1 employee class, that class will receive the entire percentage. If you select 2 employee classes, the percentage will be split between each class
    • Example: 10 % can be tipped out to the cooks or 10% will be split between the cooks and the dishwashers
  • Select at least 1 Employee class
  • Decide what figure (Tips or Sales) will be used to calculate the tip out
    • Tips: Can be set to Total tips, Cash tips only, or Card tips only
    • Sales: Can be set to Total Sales or Super Group Sales (You will need to create super groups and assign them to menu categories in order for this to calculate.)
  • Click Save

Now, you have a tip out rule. You can add as many tip out rules as you like to each employee class.

 

Other Tip Out Settings

You will also need to address two other settings in order for tip outs to function properly.

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  • Open the Control Panel
  • Navigate to Workforce > Settings
  • Click on Advanced and scroll to Tip out
  • Ensure that Prompt servers to enter tip out amounts before printing Server Summary is set to On
  • Select an appropriate Time interval to include other employees in server tip out time from the drop down
  • Click Save 

 

Tip pooling

Tip pooling is designed so that members of the same employee class can combine, or pool, their tips and split them according to rules you establish.

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  • Open the employee class that you want to pool tips
  • Click Tip pooling
  • Check the box next to Use tip pooling in this employee class
  • Optional: Check the box next to Include amount owed in tip sharing to add the tips the employee should contribute to their ‘Server owes House’ calculation
  • Decide if you want the tips to be split Evenly between everyone in the class that was clock in or Hours worked if you want tips to be split based on the number of hours worked by each employee
  • Decide the tip pool time period
    • Shift: splits your day into two shifts. Everyone clocked in prior to the Shift change occurs time will be the first shift and split their tips. Everyone clocked in after that time will be the second shift and split their tips. Set the Shift change occurs time in order to complete this selection.
    • Daily: calculates the pool based on tips earned for the entire day.
    • Weekly: calculates the pool based on tips earned for the entire week. Select the day your Work week starts on to complete this selection.
  • Click Save

 

Tip withholding

This feature calculates how much of the employee’s credit card tips you should withhold to cover the cost of processing the tips.

026_Withholding.png

  • Open the employee class that you want to pool tips
  • Click Tip withholding
  • Enter the percentage of the tips that should be withheld in the Tip refund percentage box
  • Click Save

The next section is your Overtime Settings.

 

Overtime Settings

These settings determine how overtime and/or double-time are paid at your restaurant.

Note: Make sure to consult with a payroll specialist before making decisions around these settings.

 027_Overtime1.png

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  • Open the Workforce – Settings page
  • Click on the dropdown for Overtime Settings
  • Adjust the settings to how your restaurant operates
    • Work week ranges from determines the start and end of your payroll week
    • Calculate Day Rollover at determines the start and end time for your day of work
    • Overtime can be set to kick in at hours per day, days per week, hours per week, or a combination thereof.
    • Double Time only applies to hours per day.
    • Holidays can be toggled to Regular Pay, Overtime, or Double Time.
  • Click Save when you are done

Shift Change Notification

Lavu will send email notifications to the users you select in this section when an employee requests shift coverage through my.poslavu.com.

029_Shift_Change.png

  • Open the Workforce – Settings page
  • Click on the dropdown for Shift Change Notification
  • Adjust the settings to how your restaurant operates
    • Send email notifications determines whether or not an email is set
    • Managers are levels 2-3 (2-4 if you have a chained account)
  • Click Save when you are done

 

Advanced Settings

These settings are designed to keep your restaurant running securely. They provide you with the ability to lock down specific actions and to require manager permission.

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  • Open the Workforce – Settings page
  • Click on the drop-down for Advanced Settings
  • Adjust the settings to how your restaurant operates
    • Employee clocking in becomes active server – this setting means that if an employee clocks in, they are also PIN-ing in.
    • Prevent servers from clocking out when they have open orders – this setting will help ensure that servers close out their orders and keep your reports free from discrepancies caused by no payments on open orders.
    • Ask server to clock out after printing Server Summary – this is a helpful reminder to ensure that nobody misses a clock out.
    • Auto exit server upon employee clock out – this setting ensures that a clocked-out employee’s PIN cannot be used while they are not working.
    • Access level for which to block PIN usage – this setting helps servers who have forgotten to clock in by asking them to clock in when they try to use their PIN to perform an action.
    • Restrict servers from accessing their own server summary – does exactly what it says.
    • Access level required for Management Tools – restricts access to clock punches, sales reports, labor reports, and more inside of the app.
    • Access level required for Management Functions – restricts access to LIP pairing and batching and x/z reports.
  • Click Save when you are done

 

Workforce Overview

That is the end of the introduction to the Workforce module. You can use this module to:

  • Review and manage time cards
  • Manage your workforce
  • Create schedules
  • Control user access

 

A full PDF guide can be found below:

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