--- title: "Labor Matrix Versioning" slug: "labor-matrix-versioning" description: "Create labor matrix versions with future effective dates, view version history, and understand how location changes trigger automatic new versions." updated: 2026-04-14T14:42:06Z published: 2026-04-14T14:42:06Z canonical: "docs.restaurant365.com/labor-matrix-versioning" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Labor Matrix Versioning Labor matrix versioning manages updates to fixed and variable labor configurations within a location’s [labor matrix](/doc/docs/labor-matrix-overview). These configurations are used to calculate [forecasted labor](/doc/docs/forecasting#labor-forecast). Learn more about configuring [fixed labor](/doc/docs/configure-fixed-labor-amounts) and [variable labor](/doc/docs/configure-variable-labor-thresholds-and-minimums). > [!NOTE] > New Labor Matrix Experience > > This article covers the new labor matrix experience. If the new labor matrix is not enabled, see the the [Legacy Labor Matrix Overview article](/doc/docs/labor-matrix). New versions are created from the [location’s labor matrix record](/doc/docs/single-location-labor-matrix-record) and take effect on the first day of an [operational week](/doc/docs/edit-operational-years-periods-and-work-weeks). Labor forecasts use the version whose effective date matches the week being forecasted. Current and past versions are read-only. --- ## Security Users must have the following permission to access single location labor matrixes: - Sales & Cash → Forecasts → Labor Matrix Setup → View/Edit (Single Location Setup) Users must have the following permission to access group labor matrixes: - Sales & Cash → Forecasts → Labor Matrix Setup → View/Edit Multi-Location Setup These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Create a Single-Location Labor Matrix Version Follow these steps to create a new version of a single-location labor matrix: *Click steps to expand for additional information and images.* ****1)** Navigate to the desired location’s **labor matrix**.** 1. Select **Admin** from the left navigation rail. 2. Expand the **Workforce** category. 3. Select **Labor Matrix.** 4. Select the **Locations** tab or the **Groups** tab. 5. Click the **row** for the desired location or group. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ERXWUX2N.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****2)** Click **Add Version.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5HNXD5KI.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****3)** Enter an **effective date** that falls on the first day of a future [operational week](/doc/docs/edit-operational-years-periods-and-work-weeks).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RF02GFPF.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****4)** If working with a **group labor matrix**, update the **name** or [**locations**](/doc/docs/change-locations-assigned-to-a-group-labor-matrix) as needed.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MW79FBVP.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****5)** Update [**fixed labor**](/doc/docs/configure-fixed-labor-amounts) or [**variable labor**](/doc/docs/configure-variable-labor-thresholds-and-minimums) configurations as needed.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y8HOJ4GG.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****6)** Click **Save version.**** > An **effective date is required** to save the version. > [!WARNING] > After saving, the version **cannot be deleted.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GV3EWDB.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) > After saving, the version remains editable until its effective date. --- ## View Past or Future Labor Matrix Versions Follow these steps to view other versions of a location’s labor matrix: *Click steps to expand for additional information and images.* ****1)** Navigate to the desired location’s **labor matrix**.** 1. Select **Admin** from the left navigation rail. 2. Expand the **Workforce** category. 3. Select **Labor Matrix.** 4. Select the **Locations** tab or **Groups tab**. 5. Click the **row** for the desired location or group. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ERXWUX2N.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****2)** Click the **History button** in the header.** The [Version History panel](/doc/docs/version-panel) opens on the right and displays a list of all versions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JL1VTVQE.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D) ****3)** Click **View** for the desired version.** Editability is determined by the effective date; versions with future effective dates are editable, versions with past effective dates are read-only. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6UCPO36K.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A53Z&se=2026-11-09T18%3A22%3A53Z&sr=c&sp=r&sig=Wh9wGXQslVctdP0jOzJJUI2%2Fn8kFqLFw89mJgfzH7IM%3D)