Creating a staff role^M

• Open a new staff role

  Staff roles are created like any other sales item in the item management.

  1. In the toolbar, select the tab  Basis.
  2. Click on the dropdown triangle next to  Item and select  New and, if applicable, your company.
  3. The basic page of the item opens.
• Enter a role name

  Choose a unique and meaningful name for the role item.

  1. Geben Sie den Artikelnamen im Feld Name ein.
     Hinweis: Legen Sie einen Betriebsstandard für Artikelnamen fest, um die Suche und Auswertung zu erleichtern.
     Bsp.: Küchenchef oder Chef; Oberkellner oder Chef de rang
  2. Click on  Duplicate searchto get a list of all identical, already existing items.
  3. If the name already exists, take over the corresponding item and confirm with Change.
  4. Close the selection window via  at the top right of the result window if the item does not yet exist and continue with the new creation.
• Assign an item group

  Die Zuweisung zur richtigen Artikelgruppe hat weitreichende Auswirkungen auf die späteren Verwendungsmöglichkeiten des Personalartikels.

  1. Select a suitable item group and subgroup from the drop-down menu.
     Example: Personnel > Service personnel
  2. With module human resource planning^M: After assigning an item to a staff item group, a new tab  Staff appears in the side item navigation (Assign staff to staff item).
  3. For further optional groupings of items, use the expandable picklists in the Type and Code fields.
• Charge for staff by the hour / day

  Staff cannot be charged exclusively according to the number booked, because the length of the work assignment must also be taken into account.

  1. Enter the desired time unit (hour, half day, day) in the expandable selection list Container sale . The fields Content and Unit remain empty.
  2. Enter a number of hours at Delivery Content .
  3. To force the entry of times, select Time reference mandatory. The transaction times are automatically pre-assigned, but can be changed manually. The price calculation is always based on the specified number of staff roles multiplied by the number of hours.
  4. To enable the entry of clock times at a later date, select Time reference optional. The price calculation is based on the specified number of staff roles multiplied by the number of hours, if entered.
  5. Store your prices for any price groups in the area Pricing .
• Charge for staff at a flat rate

  Staff can also be offered at a flat rate, which is set independently of the hours worked. Nevertheless, it is useful for staff planning to be able to enter times.

  1. Geben Sie in der erweiterbaren Auswahlliste Verkaufsgebinde "Pauschal" ein. Die Felder Inhalt und Einheit bleiben leer, ebenso wie Portionen und Abgabe.
  2. To enable the entry of times at a later date, select Time reference flat rate. The price calculation is then still based exclusively on the number of staff roles specified. Any times entered do not affect the price calculation, but only help with organisation and planning.
  3. Hinterlegen Sie im Bereich Preisgestaltung Ihre Preise in den jeweiligen Preisschienen.
• Assign staff members

  If you have the Shift and Staff Planning module*, after assigning an item to a staff item group, a new tab opens  staff members in the side item navigation. You can use this tab to assign the staff role to individual staff members.

  1. Click on  Staffin the item navigation.
  2. A list of the staff already assigned opens.
  3. Open a list of all staff members by left-clicking on  New in the horizontal toolbar.
  4. Select the desired staff member from the proposed list by double-clicking or left-clicking and   Apply.
  5. Um mehrere Mitarbeiter auszuwählen, halten Sie die Strg-Taste gedrückt und wählen die entsprechenden Mitarbeiter mit Linksklick.
  6. For the selected staff, the new personnel role now appears on the tab  Basis in the field Roles.