This feature is in beta for select customers. Contact your CSM for more information.
The Start of business day setup step on the Onboarding Dashboard defines the start time for each location’s business day. This setting determines when transactions, sales, and labor data begin accumulating for reporting. It works with the Location Hours configuration and the operational year to define workweeks, business days, and labor rules.
Aligning the start of business day with the POS reset time ensures transactions and labor hours are recorded under the correct business day. Misalignment can cause inaccurate daily sales, payroll, and labor reporting.
Add a start of business day for each unique start time and effective date. Once configured, additional settings become available on the Location Hours page.
Security
Users must have the following permissions to setup Start of business days:
Administration → Dashboards → View Onboarding Dashboard
Administration → Location Hours → View Location Hours and Day Parts
Administration → Locations → Create/Edit/Delete Location Hours
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
Navigation steps
Open the Home application.
Select Onboarding dashboard.
Click Get started in the Start of business day step.
Start of business day setup
Button/Field | Description | |
|---|---|---|
1 | Overview section | Provides guidance and best practices for setting the Start of business day. |
2 | Start of business day table | Displays all configured start times and their associated locations. Each location must be assigned to a Start of business day to complete this step. |
3 | Expand /Collapse | When collapsed, expands the table to fullscreen view. When expanded, collapses the table to a smaller view. |
4 | Start of business day row | The details for an individual start of business day. |
5 | Trashcan | Removes the Start of business day from the table.
This action cannot be undone. |
6 | +Start of business day | Creates a new start of business day row entry in the table. |
7 | Complete and Close | Closes the Start of business day setup step. After completing, the step cannot be reopened. Created Start of business days can be viewed or edited from the Locations Hours page. |
Columns
Columns | Description |
|---|---|
Row number | Displays the sequential number for each Start of business day entry. This number is used only as a count in the onboarding dashboard and is not included in the location hours record. |
Name | Unique name for the Start of business day. |
Locations | The location(s) the Start of business day will be applied to. |
Effective date | The date when the start time takes effect. This should align with the first day of the workweek. |
Start time | Defines when the business day begins.
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