Labor Scheduler v6.

2
User Guide

Copyright
Copyright 2007, Radiant Systems, Inc. The information contained in this publication is confidential and
proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a

retrieval system, or translated into any language, in any form, by any means, without written per- mission
of Radiant Systems, Inc.
Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors con- tained
in this publication. Changes are periodically made to the information herein; these changes will be
incorporated in new editions of this publication. Any reference to gender in this document is not meant to
be discriminatory. The software described in this document is provided under a license agreement. The
software may be used or copied only in accordance with the terms of that agreement.
Radiant Systems, Inc., 2007. All Rights Reserved. ALOHA is a U.S. Registered Trademark of Radiant Systems, Inc. Microsoft, and Windows are registered trademarks of Microsoft, Inc. IBM is a registered trademark of International Business Machines Corporation. Other products mentioned are
trademarks or registered trademarks of their respective companies.

Table of Contents
About This Guide

Is This Guide for You? .................................................................... ix-vii How This Guide is

Organized ..........................................................ix-ix Chapter 1: About Aloha Labor Scheduler
.....................................ix-ix Chapter 2: Preparing Aloha Labor Scheduler...............................ix-ix
Chapter 3: Building a Schedule ....................................................ix-ix Chapter 4: Reports
.......................................................................ix-ix Chapter 5: Standalone System Tasks
..........................................ix-ix
Index.............................................................................................ix-ix Conventions Used in This
Guide ......................................................ix-x Symbols and
Alerts........................................................................ix-x Standard Button Functions
..............................................................ix-xi Hardware
Requirements................................................................. ix-xii

About Aloha Labor Scheduler ............................................. 1-1

Introducing Aloha Labor Scheduler .................................................. 1-3 Benefits of Aloha Labor
Scheduler ................................................ 1-4 Screen Components
......................................................................... 1-6 Title Bar
......................................................................................... 1-6 Menu Bar
....................................................................................... 1-7
Toolbar........................................................................................... 1-7 Status Bar
...................................................................................... 1-9 Functions Used for Editing Records
.............................................. 1-9 Main Screen Views
......................................................................... 1-10 List View
...................................................................................... 1-10 Daily View
.................................................................................... 1-11 Daily Over Under View
................................................................ 1-12 Weekly View
................................................................................ 1-13 Weekly Over Under
View............................................................. 1-13 Customize the Main
Screen............................................................ 1-15 Memorize View
............................................................................ 1-15

v6.2

Demo Mode.................................................................................... 1-17 Aloha Labor Scheduler

Security..................................................... 1-18

Preparing Aloha Labor Scheduler .......................................2-1

Logging In the First Time.................................................................. 2-3 Importing Records

......................................................................... 2-3 Scheduling Options
.......................................................................... 2-7 Company
Policies............................................................................. 2-9 Company Policies Tab
................................................................ 2-10 Split Shifts Tab
............................................................................ 2-11 Hours of Operation
Tab............................................................... 2-12 Schedule Day Parts Tab
............................................................. 2-14 Options
........................................................................................ 2-16 Scheduling Tab
........................................................................... 2-16 Miscellaneous Tab
...................................................................... 2-18 Report Tab
.................................................................................. 2-20 Start Time
Tab............................................................................. 2-22 Overtime
Tab............................................................................... 2-23 Schedule Day
Parts........................................................................ 2-26 Categories
...................................................................................... 2-30 Revenue Centers
........................................................................... 2-31
Identifiers........................................................................................ 2-32
Tasks.............................................................................................. 2-34 Inserting Tasks
............................................................................ 2-37 Employee
Types............................................................................. 2-38 Job Categories
............................................................................... 2-42
Jobs................................................................................................ 2-43 Add
Rules.................................................................................... 2-47
Employees...................................................................................... 2-50 Edit Employee
............................................................................. 2-50 Sales History
.................................................................................. 2-61 Sales
Projections............................................................................ 2-63 Calculate Sales
Projections......................................................... 2-64 Adjustments to an Entire
Day...................................................... 2-66 Adjustments to Individual Cells
................................................... 2-67 Update Staffing Requirements Based on Adjustments
............... 2-68 Build Employee Requirements ....................................................... 2-69
Calculated Employee Requirements .............................................. 2-70 Export
Rules................................................................................... 2-72
iv Table of Contents Aloha Labor Scheduler User Guide v6.2

Import Rules ................................................................................... 2-74

Shifts...............................................................................................2-75 Shift
Priorities............................................................................... 2-76 Copy Day
........................................................................................ 2-77 Copy Shift
.................................................................................... 2-78 Edit Shift

...................................................................................... 2-78 Delete Shifts

Function.................................................................. 2-79 Shift Order
................................................................................... 2-80

Building a Schedule.............................................................. 3-1

Schedules Based on Sales Projections ............................................ 3-4 Employee
Requirements Based on System Calculations.............. 3-4 Employee Requirements Based on
Manual Entry ......................... 3-4 Build Schedule Commands
........................................................... 3-5 Build a Schedule Based on Sales
Projections.................................. 3-6 Build a Schedule Based on Empty Shifts
....................................... 3-11 Build Schedule Commands .........................................................
3-11 Build Schedules Based on Empty Shifts...................................... 3-11 Adjusting the
Schedule ................................................................... 3-15 Handling Unfilled
Shifts................................................................ 3-15 Making Replacements or Manually Filling
Shifts ......................... 3-16 Making Adjustments in the Daily View Section............................ 317 Import Shifts.................................................................................... 3-18 Export Shifts
................................................................................... 3-20

Reports .................................................................................. 4-1

Page Setup ....................................................................................... 4-4 Print Setup
........................................................................................ 4-5 Change Font
.................................................................................. 4-5 Reports Toolbar
................................................................................ 4-6 Report Samples
................................................................................ 4-8 Management Reports
.................................................................... 4-8 Schedule Reports
.......................................................................... 4-8 Job Reports
................................................................................... 4-8 Employee Reports
......................................................................... 4-8 A - Schedule Problems
.................................................................. 4-9 B - Schedule
Summary................................................................ 4-10 C - Schedule
Analysis.................................................................. 4-11 D - Schedule Performance
.......................................................... 4-12
Aloha Labor Scheduler User Guide v6.2 Table of Contents v

E - Schedule vs. Actual ............................................................... 4-13 F- Job

Analysis............................................................................
4-14
GTask
Report............................................................................
4-15
HRequirements
Report
.............................................................
4-16
ICompany
Information...............................................................
4-17
Individual
Schedule

.....................................................................
4-18
1
All
Employees
by
Employee...................................................
4-19
2
All
Employees
by
Day
............................................................
4-20
3
Individual
Schedules
..............................................................
4-21
4
Job
by
Day
and
Start
Time.....................................................
4-22 5
Job
by Day and
Employee
.....................................................
4-23
6
Daily
by
Job
and
Start
Time
...................................................
4-24
7
Daily
by
Job
and
Employee....................................................
4-25
8
Daily
by
Start
Time.................................................................
4-26
9
Weekly
Overview
...................................................................
4-27
10
Weekly
Overview
by
Job......................................................
4-28
Job
List
........................................................................................
4-29
Job
Qualification
Ratings.............................................................
4-30
Employee
List..............................................................................
4-31
Exceptions
and
Availability..........................................................
4-32
Employee
Qualification
Ratings
..................................................
4-33
Available
Employee
List
.............................................................. 4-34

Standalone System Tasks ....................................................5-1

Demo Mode...................................................................................... 5-4 Options > Miscellaneous
Tab ........................................................ 5-5 Tasks to Perform
Manually............................................................... 5-6 Categories
..................................................................................... 5-6 Revenue Centers
.......................................................................... 5-8 Job Categories
............................................................................ 5-10
Jobs............................................................................................. 5-12
Employees................................................................................... 5-15 Sales History
............................................................................... 5-18

Index
vi Table of Contents Aloha Labor Scheduler User Guide v6.2

About This Guide

The Aloha

Labor Scheduler User's Guide provides information about how to configure and use Aloha
Labor Scheduler (ALS) to work with the Aloha sys- tem, QuickService or TableService, to schedule
employees to work in your restaurant at exactly the most cost-effective times. Is This Guide for You?
The Aloha Labor Scheduler User's Guide is intended for novice and experi- enced users of Aloha Labor
Scheduler. New users may find the general infor- mation sections useful for getting their bearings in the
program. More experienced users will find the information in the balance of the guide invalu- able for
making the most of ALS.
Aloha Labor Scheduler is an advanced, yet simple-to-use program that helps you to easily create efficient
work schedules. You can quickly modify, replace, or delete the information you enter, and you can add
remarks on employee shifts or job codes. You can plan ahead and consider which type of staff members
you need at work, how many, at what times, and so on. Aloha Labor Scheduler also lets you watch your
costs so you can compare budgets with actual dollars spent on labor. If you are tired of writing schedules
by hand and making copies every week, then this is the program for you!
This guide assumes you have the following knowledge:
Basic understanding of restaurant terminology and concepts.
Basic understanding of PCs and Microsoft Windows.
Understanding of the operation of a computer mouse and keyboard.

 Basic understanding of how to work with Microsoft Windows-based menu structures and basic
application components, such as scroll bars, buttons, drop-down lists, text boxes, radio buttons, and check
boxes.
If you are an experienced PC user and are familiar with Microsoft

Windows

, you will have little trouble

learning and operating Aloha Labor Scheduler. However, regardless of whether you are an experienced
user or new to PCs, this guide is a great reference and helps you produce better, more affective schedules.
Remember to access the online help system from the Help menu while learning or mastering Labor
Scheduler.
If you are new to personal computers and to Windows, you need to work a bit harder. If you are currently
preparing schedules manually, you will be richly rewarded for your persistence.
Either way, we encourage you to read the guide. You will be more comfortable with the product and will
save time in the long run. Once you become familiar with this new tool, you will have more control over
the scheduling process than ever before. Aloha Labor Scheduler saves you time and favorably affects both
your employees and the customers.
viii About This Guide Aloha Labor Scheduler User Guide v6.2

How This Guide is Organized

This guide is designed to help you familiarize yourself quickly with Aloha Labor Scheduler. It is
organized as follows:

Chapter 1: About Aloha Labor Scheduler

This chapter familiarizes you with the different components of the Aloha Labor Scheduler screen.

Chapter 2: Preparing Aloha Labor Scheduler

This chapter discusses the preparation requirements for Aloha Labor Scheduler and establishes company
policies, employee availability, job skills, job preferences, and so on.

Chapter 3: Building a Schedule

This chapter walks you through the steps required to create a schedule. It also explains the tools used to
tweak the schedule to meet your staffing requirements based on the criteria established during the
preparation process.

Chapter 4: Reports
This chapter discusses the wide range of reports available in Aloha Labor Scheduler.

Chapter 5: Standalone System Tasks

This chapter discusses the tasks required to operate Aloha Labor Scheduler as a standalone appli- cation.

Index
Aloha Labor Scheduler User Guide v6.2 About This Guide ix

Conventions Used in This Guide

Numerous graphics and instructions appear throughout this guide. These conventions make it easy to find
and understand information.

Symbols and Alerts

The following graphic symbols alert you to important points throughout this guide:
Highlights a special point of interest about the topic under discussion.
Alerts you that the operation being described can cause problems if you are not careful.
Directs you to a more complete discussion in another chapter of the current book or another reference
guide.
Points to a useful hint that may save you time.
x About This Guide Aloha Labor Scheduler User Guide v6.2