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Employee Roster

Employee Roster

How to Get There and Why

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Operations > Labor Scheduling > Employee Roster

Purpose & Common Uses

The Employee Roster is most commonly used to manage employee’s personal information, the stores and jobs they work, and information required for payroll. This can be used in the following ways:

Labor Scheduling

An employee’s store and job assignments are utilized by the Labor Scheduler to populate the appropriate schedule(s). Once employees are established in the Employee Roster they can be invited to view their schedules through the Employee Central mobile application, available in the Apple Store and Google Play.

Reporting

Scheduled vs Actual (SvA) reporting combines timeclock information from the POS integration and Labor Schedules to present comparative analytics for managers to reduce Labor Cost.

Labor Type Maintenance allows Jobs to be grouped and categorized. These groupings are most commonly used in Custom Reports.

Payroll

While Decision Logic does not act as a payroll provider, we encourage the use of our standardized payroll exports and integrate with third-party payroll providers.

  • Payroll Reporting

  • Labor by Job Code

  • Time Card Detail Reporting

  • Server Contest Reporting 

  • Payroll Employee Information Exports

  • Labor SvA 

 

 

 

How to Use This Page

Page Functions and Definitions

Click-ables

  1. Use the Store Selector dropdown menu at the top right of the page to choose the store, if your profile scope allows you to access more than one.

  2. Select the Employees you wish to view by selecting them from the desired Employment Status dropdown menu at the top left

    1. Active: This page’s default selection - employees who are not in status Termination Pending or Terminated.

    2. Terminated: Employees who are not in status Active - which leaves Termination Pending or Terminated.

    3. All: All Employees currently assigned to the selected store

  3. Type any part of the a name, position, POS ID / Employee Number, or Phone Number in the Search Bar to narrow the results

  4. Sort any of the first 4 columns in ascending or descending order by clicking on the column header

  5. New Employees are added by clicking the Employee button at the top right.

  6. Editing or Viewing Employee Information is achieved by clicking in the row of the Employee in any column except Mobile Access

  7. Print will allow you do print (or save to a destination) the actively displayed list of employees - limited to Name, Primary Position, Phone Number, and Status.

Please use the Search Bar to find what you are looking for. Web browser Find functionality (CTRL+F) does not yield accurate results.


Definitions

  • ID: Decision Logic identification number - generated sequentially.

  • Name: First and Last only

  • Primary Position: Elected in the employee information page, generally assigned as an Employee’s most commonly used Job Code

  • POS: Employee Number / POS ID. Generally the number that the employee uses to clock in and out of shifts through the POS

  • Phone Number: Entered in the employee information page

    • This is the phone number entered in the Employee Information, not the phone number used for Mobile Access

  • Mobile Access: An employee’s state of access/eligibility for the Employee Central mobile app access

  • Status: State of employment - limited to Active, Termination Pending and Terminated


Permissions

Decision Logic users are granted access to the Employee Roster through Profile Maintenance where users and access to pages are assigned to a profile. Users are additionally configured in the Employee Transaction Permissions page for specific actions regarding Employee Roster functions.


Profile Security & Scope

  • View grants users view-only access for all employees assigned to the stores in the user's scope. Viewable employee information includes Name, Last 4 of SSN, DOB, Address, Contact Info, Store and Job Assignments, Payrate, and Additional Info in Custom Fields.

  • Enter grants the additional permission of inviting employees to the Employee Central mobile app.

  • Change grants the ability to edit employees.

    • These security configurations are used in conjunction with Employee Transaction Permissions, seen below.


Employee Transaction Permissions

Specifics of what each user is able to enter or change are established on the Employee Transaction Permissions page.

These permissions default to unchecked until changed.

  1. Select the user

  2. Check the boxes that apply for this user

  3. Press Save to apply the permissions

Site Menu Navigation: Maintenance > Employee Info > Employee Transaction Permissions


Adding & Changing Employee Information

New Hire

New Employees are added by clicking the Employee button at the top right. When entering manually, employees located in Washington, D.C., or Puerto Rico will