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    Manager Tools
    • 01 Jan 2025
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    Contents

    Manager Tools

    • Updated on 01 Jan 2025
    • 1 Minute to read
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    Article summary

    The Manager Tools page contains browsable lists for key scheduling functions: Announcements, Blackout Days, Events, Request Cutoffs, and Time Off.

    Announcements

    Announcements are used to communicate important messages to employees. When created, announcements alert employees via the preferred contact method on their employee record.

    Blackout Days

    Blackout Days restrict employees from requesting time off for certain days, such as a holiday.

    Events

    Events record special events and promotions that could impact operations, such as local sports games, conferences, holidays, or coupons. Events can be viewed in the schedule, forecasting, and daily sales summary.

    Request Cutoffs

    Request Cutoffs are rules that determine how far in advance an employee must submit a time off request, as well as how many requests can be submitted per week.

    Time Off

    An approved time off request marks the employee as unavailable in scheduling. When PTO Accruals is enabled, approving a time off request also approves the use of accrued hours. Employees submit time off requests through the R365 Mobile app. Users with Manager Tools access can also create time off requests on behalf of employees.

    Security

    Manager Tools permissions are found in the Permission Tree as follows:

    • Labor

      • Announcements

        • View Announcements

        • Edit Announcements

        • Create Announcements

        • Delete Announcements

      • Blackout Days

        • View Blackout Days

        • Edit Blackout Days

        • Create Blackout Days

        • Delete Blackout Days

      • Events

        • View Events

        • Edit Events

        • Create Events

        • Delete Events

      • Scheduling

        • Manager Tools

          • View Request Cutoff Settings

          • Edit Request Cutoff Settings

        • Schedule

          • View Schedule Page

            This permission grants access to the 'Time Off' tab


    These permissions can be added to custom user roles or individual users. The Permission 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.

    Navigation

    To access this page, first navigate to Smart Ops. In the left navigation pane, click 'Manager Tools' under 'Labor' to open the Manager Tools page.

    Manager Tools Page


    Button/Field

    Description

    1

    Announcements Tab

    Lists all announcements sent out to employees. Users can view and edit existing announcements, as well as alert employees.

    2

    Blackout Days Tab

    Lists all blackout days. Users can view and edit blackout days.

    3

    Events Tab

    Lists all events. Users can view, edit, and delete existing events.

    4

    Request Cutoffs Tab

    Lists each location and its configured request cutoff rule. Users can view and edit request cutoff rules.

    5

    Time Off Tab

    Lists all time off requests for all locations. Users can view new and historical time off requests, as well approve, deny, or cancel individual time off requests.

    6

    Import Button

    Opens the Import Events window.

    7

    +Create Button

    Contains action buttons for creating the following:

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