Software release date: TBD
Release: 4.7d
This document summarizes the major new features and improvements in the NorthStar 4.7 releases 7d release and serves as a quick reference to these new items. For more complete information, please refer to the ticket number shown.*
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Issue No. | Summary | Configuration | Operation | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Audit Log(For more information on the audit log, see What's New - ECM Release 2019-03-27) | |||||||||||||||||||
| OE-12775 | Audit log: Include "Print check" when $ is tapped on check(Related to OE-12036 Audit Log, release version ECM 03-27-2019) Include the "Print Check" event in the audit log when check is printed by tapping the brown dollar sign ($) in the check panel and tapping Print check in the pop-up. | N/A |
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| OE-13022 | Check Audit Log EnhancementsAdded information to enhance usefulness of report | N/A |
| Cashout||||||||||||||||
| OE-12908 | DSR (App)/Cashout: Show quantities for Category, Adjustments and Tender (match ECM DSR)To be consistent with ECM DSR, add quantities on the application DSR and Cashout reports for:
| N/A | OE-13135 | ECM setting: Users > Jobs > edit a job > Workflow tab New setting added (OE-13192):
Pre-condition: User device allows drawer assignment and user is assigned to a drawer
| Guest-facing | Guest-facing: Provide ability to Add Tip to paid checkThis feature allows guests to add a tip to a check that has been:
| N/A | OE-12573 | User Drawer assignment: Unassign users from drawers at clock out, cash out and end of dayTo prevent users from remaining assigned to cash drawers at end of day, users are unassigned from their assigned cash drawers when they clock out, when user or house cashout is performed and when end of day runs. | Users assigned to cash drawers will be unassigned from the assigned drawer(s) when:
| Cashout - Entire House: Can enter deposit for entire houseDeposits for the entire house can be made on the cashout report. (User cashouts are made from the user cashout screen.) | N/A | House Cashout: Allow entire house cashout when user cashouts are pendingPreviously, a full house cashout would not be allowed to be completed if there were user cashouts pending. This improvement allows the house cashout to proceed. | 12374 | Check Audit Log: Queue logs when offline; update when back online
| N/A | Check Audit Log - server offline: Check Audit Log - information populated when server is back online:
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Cashout | |||||||||||||||||||
| OE-12573 | User Drawer assignment: Unassign users from drawers at clock out, cash out and end of dayTo prevent users from remaining assigned to cash drawers at end of day, users are unassigned from their assigned cash drawers when they clock out, when user or house cashout is performed and when end of day runs. | Pre-condition: Users must be assigned to cash drawers:
| Users assigned to cash drawers will be unassigned from the assigned drawer(s) when:
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Also: | Cashout - Entire House: Can enter deposit for entire houseDeposits for the entire house can be made on the cashout report. (User cashouts are made from the user cashout screen.) | N/A |
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House Cashout: Allow entire house cashout when user cashouts are pendingPreviously, a full house cashout would not be allowed to be completed if there were user cashouts pending. This improvement allows the house cashout to proceed. | ECM setting: Users > Jobs > edit a job > Workflow tab New setting added (OE-12982):
| Workflow:
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| OE-12908 | DSR (App)/Cashout: Show quantities for Category, Adjustments and Tender (match ECM DSR)To be consistent with ECM DSR, add quantities on the application DSR and Cashout reports for:
| N/A | Quantity column has been added to the app DSR and cashout for the Category, Adjustment and Tender sections of the report:
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| OE-13135 | Cashout: Require cash deposit when drawer cashout is finalizedA new job permission provides the option to require a cash deposit when drawer cashout is finalized. Prior to this change, the cash deposit wasn't an option; it was required. | ECM setting: Users > Jobs > edit a job > Workflow tab New setting added (OE-13192):
Pre-condition: User device allows drawer assignment and user is assigned to a drawer
| Workflow with permission selected:
Workflow with permission not selected:
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Guest-facing | |||||||||||||||||||
| OE-13101 | Guest-facing: Allow guest-facing payment using eDynamo wireless chip card readerAdds option to use the eDynamo card reader for chip-enabled cards (previously only allowed for swipe option) | ECM > Sites > Payment Chip-enabled credit card payment option will appear on guest-facing screen If credit card payment is enabled and the card reader is connected as a wireless payment device.
(Internal document: Bluetooth Card Reader - Pairing the reader/wiki/spaces/SM/pages/895057957) | Payment option appears on payment screen when an eDynamo card reader is connected as a wireless payment device. The new option is labeled "Pay with chip-enabled credit card."
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Payment Processing | |||||||||||||||||||
Payment processing: Revise MPPG implementation for Vantiv processor Technical changes made to MPPG/Vantiv processor to support the eDynamo card reader and decryption center. | Technical change only; no UI change Current UI: | Technical change only; no UI or operational change using eDynamo card reader for payment through MPPG/Vantiv | |||||||||||||||||
| OE-12657 | Gift card payment: Prompt for tip amount on PAX deviceWhen the gift card payment request is sent to the PAX device, the device will display suggested gratuity amounts and allow the guest to select the amount to be added for payment. | The suggested gratuity amount is configured in ECM: Sites > Receipts > Suggested Gratuity
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S300 device
PX7 device
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Printing/Kitchen | |||||||||||||||||||
Kitchen printing: On chits for selected printers, reference other printers menu items are routed toIn product configuration, menu items can be configured to route to multiple locations to be printed (known as print routing). For this feature, in kitchen configuration, users can select specific printers where the kitchen chit will print those other locations for reference. |
ECM setting:
Enabled
Disabled
| Example:
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| OE-12972 | Area - General: Add setting option to print selected member info on kitchen chitMember information can be printed on kitchen chits as needed for in-house and third-party delivery drivers. Setting is by area. |
ECM setting: Site > Area > General tab
 | Kitchen chits will print guest information per the settings in ECM.
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Components and Serving Options: Add kitchen prep timeThis improvement allows prep time to be added to individual components and serving options. The prep time of the menu item plus components and serving options are combined and provided to the kitchen for more precise kitchen prep. Example:
Applies to QSR and Bematech kitchen display systems at this time. |
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| OE-13119 | Credit card receipt printing | options options by areaSettings can be configured at the area level to require a signature on either a paper chit or on screen. If user signs on screen, a credit card receipt for signature does not print. Staff-facing mode only. |
ECM: Path: Sites > select a site > Areas > select an area Setting: Override site payment signature setting | 
| ISSUE NOT COMPLETED; WAITING FOR PROOF OF TESTSetting: Signature required on chit (credit card receipt)
Setting: SIgnature required on screen
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Reports | |||||||||||||||||||
| ECM DSR Also: OE-13047 - Printed DSR | Daily Sales Report: Separate Non-Revenue sales in Reporting CategoriesImprovement to Daily Sales Report to report non-revenue sales separately in reporting categories section. | Pre-condition:
Example: Non-Revenue sales category is included in Financial reporting category | ECM Daily Sales Report Non-revenue sales are not included in revenue financial information. They are reported separately.
| Staff/UI Improvements | NSOE App Daily Sales Report (OE- 11399 | Ordering: Order combos by quantityCombo menu items can be ordered by quantity. The quantity of each qualifier in the combo can be customized as needed:
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| Info |
|---|
Account feature toggle required**: Quantity on Combos |
ECM Settings
Sites and Groups > Sites > edit site > Areas > edit area
Select setting: Allow quantity orders of combo qualifiers
- After seating table, tap the seat icon to change to QTY and tap quantity for order
- Tap combo menu item
- On combo customization screen, the number of items required for each qualifier category are shown
- Tap a qualifier category (e.g., Food, Side, Beverage)
- Tap QTY on a qualifier menu item in the category
- On the numeric keypad, enter a quantity; tap Go
- Tap QTY on another qualifier menu item in the category
- On the numeric keypad, enter a quantity to meet the remaining requirement; tap Go
- Note that the Selected panel will display the number of items remaining to meet the requirement
- Complete quantities of remaining qualifiers
- Tap Add to Order
- Combos are built and displayed in check panel
- Receipt will reflect the number of combos and the number ordered of each qualifier
Modify quantity:
- To modify a quantity on the customization screen before sending to kitchen, tap the
icon next to the item to be modified and enter a new quantity on the numeric keypad
Exceptions:
- If the quantity ordered exceeds the quantity required, an alert message will be shown
CC payment: Signature not required
Major credit card companies no longer require a signature for payment. Sites may choose one of the following options:
- Not require a signature (account feature toggle required)
- Require signature on chit (receipt)
- Require signature on screen
| Info |
|---|
Account feature toggle required**: 4.7 No signature required on payment processing If feature toggle is set, ECM will display the option: |
ECM setting:
Site > edit site > Payment > Settings
Signature is required setting:
- When No is selected, no signature is required on the chit (receipt) or on the screen
- When Yes is selected, the Signature Type setting is shown; the user can select either Chit or Screen for the signature requirement
If feature toggle is not set:
Only Signature Type will be displayed with an option to select either Chit or Screen: 
Options:
Signature required = NoNo signature required on chit or screen- Chit - A customer signature line is printed on the chit (receipt)
- Screen - The customer is prompted to sign on the application screen
Adjustments: Allow adjustments to reopened check using existing CC payment
Specific adjustments can be made to a reopened check that was paid by a credit card. The credit card payment will be used for the adjustment; no additional card swipe or guest signature is required. (Applies to checks reopened the same day.)
ECM Setting
Users > Jobs > Permissions
- Select: Allow user to modify fully paid checks and adjust charges
- Add item(s) (Ordering Menu)
- Add adjustments to item or check:
- Void
- Comp
- Discount
- Tax exempt
- Gratuity
Workflow
- Find check in Check Search; tap check number to open check
- User can add items or add adjustment to the reopened check
- ADD ITEM
- Tap menu item, tap Submit Order
- The payment amount changes to include the added item
- On Payment screen, tap Credit Card
- Tap previous payment to select and apply the revised amount
- Both charges are combined into one charge
- Tap Apply Payment
- Tap menu item, tap Submit Order
- ADD ITEM
- APPLY ADJUSTMENT
- Tap brown $ sign on check panel; tap Adjustments
13040)
Applies to entire house cashout and individual user cashout
Printed Cashout Report (OE-13047)
Setting: Site > Report > Report sales by: Sales category
Setting: Site > Report > Report sales by: Reporting category
Staff/UI Improvements
Also:
OE-12479 - Receipt quantities
OE-12412 - Check panel quantities
OE-12503 - Check Search quantities
Ordering: Order combos by quantity
Combo menu items can be ordered by quantity.
The quantity of each qualifier in the combo can be customized as needed:
- Tap the QTY icon on each qualifier shown to enter the quantity
- Tap the icon to edit the quantity
| Info |
|---|
Account feature toggle required**: Quantity on Combos |
ECM Settings
Sites and Groups > Sites > edit site > Areas > edit area
Select setting: Allow quantity orders of combo qualifiers
- After seating table, tap the seat icon to change to QTY and tap quantity for order
- Tap combo menu item
- On combo customization screen, the number of items required for each qualifier category are shown
- Tap a qualifier category (e.g., Food, Side, Beverage)
- Tap QTY on a qualifier menu item in the category
- On the numeric keypad, enter a quantity; tap Go
- Tap QTY on another qualifier menu item in the category
- On the numeric keypad, enter a quantity to meet the remaining requirement; tap Go
- Note that the Selected panel will display the number of items remaining to meet the requirement
- Complete quantities of remaining qualifiers
- Tap Add to Order
- Combos are built and displayed in check panel
- Combos are built and displayed in check panel
- Quantities are shown for qualifiers (OE-12479)
- Receipt will reflect the number of combos and the number ordered of each qualifier
(OE-12412)
Modify quantity:
- To modify a quantity on the customization screen before sending to kitchen, tap the icon next to the item to be modified and enter a new quantity on the numeric keypad
Exceptions:
- If the quantity ordered exceeds the quantity required, an alert message will be shown
Check Search:
- Quantities for combo item and qualifiers are displayed on the check in check search
(OE-12503)
CC payment: Signature not required
Major credit card companies no longer require a signature for payment. Sites may choose one of the following options:
- Not require a signature (account feature toggle required)
- Require signature on chit (receipt)
- Require signature on screen
| Info |
|---|
Account feature toggle required**: 4.7 No signature required on payment processing If feature toggle is set, ECM will display the option: |
ECM setting:
Site > edit site > Payment > Settings
Signature is required setting:
- When No is selected, no signature is required on the chit (receipt) or on the screen
- When Yes is selected, the Signature Type setting is shown; the user can select either Chit or Screen for the signature requirement
If feature toggle is not set:
Only Signature Type will be displayed with an option to select either Chit or Screen:
Options:
- Signature required = No
- No signature required on chit or screen
- No signature required on chit or screen
- Signature required = Yes
- Chit - A customer signature line is printed on the chit (receipt)
- Screen - The customer is prompted to sign on the application screen
Adjustments: Allow adjustments to reopened check using existing CC payment
Specific adjustments can be made to a reopened check that was paid by a credit card. The credit card payment will be used for the adjustment; no additional card swipe or guest signature is required. (Applies to checks reopened the same day.)
ECM Setting
Users > Jobs > Permissions
- Select: Allow user to modify fully paid checks and adjust charges
- Add item(s) (Ordering Menu)
- Add adjustments to item or check:
- Void
- Comp
- Discount
- Tax exempt
- Gratuity
Workflow
- Find check in Check Search; tap check number to open check
- User can add items or add adjustment to the reopened check
- ADD ITEM
- Tap menu item, tap Submit Order
- The payment amount changes to include the added item
- On Payment screen, tap Credit Card
- Tap previous payment to select and apply the revised amount
- Both charges are combined into one charge
- Tap Apply Payment
- Tap menu item, tap Submit Order
- ADD ITEM
- APPLY ADJUSTMENT
- Tap brown $ sign on check panel; tap Adjustments
- Select item or check; select adjustment to be applied; apply adjustment
- Tap Done to close Adjustments window and return to ordering page
- The payment amount changes to reflect the adjusted amount
- Tap Payment on ordering page
- Tap previous payment to select and apply the revised amount
- Total Payment is adjusted to new total with adjustment applied
- Tap Apply Payment
Age Verification: Scanner application integration
Uses the third-party VeriScan online ID scanner from IDScan.net.
When integrated with Order Entry, users can scan a guest's identification online to verify age.
This feature requires:
- Account feature toggle
- Site setting
- Menu item setting
- Job permission setting
| Info |
|---|
Account feature toggle required**: 4.7d IDScan.net VeriScan Online ID Scanner |
ECM Settings
Site setting
- Sites > edit site > Integrations (tab) > Age Verification (tab)
- Select: Enable IDScan.net VeriScan Online ID Scanner
Product setting
- Products > Menu Items > edit menu item > General
- Select: Require Age Verification
Employee permission setting
- Users > Jobs
- Select: Can verify age
- Tap menu item set to require age verification
- On age verification pop-up, tap Verify
- Third-party app is displayed to scan the guest's info
- Scan guest's ID
- Tap back button to close scan info window and return to OE app
- Item is added to check panel
App - verify age on demand
- Go to Location Menu
- Tap Verify Age
- Display third-party app
- Order an item that requires age verification
Scenario 1
- Age Verification Required window pops up
- Tap Verify
- Online ID scanner window displays
Scenario 2
- Swipe to Location Menu, tap Verify Age
- Online ID scanner window displays
- Tap the camera icon on the app
- When the camera activates, place the guest's ID in front of the tablet's camera
- The guest's information will be captured automatically by the app to verify the guest's age.
- Close app; order item is added to the check
OE-11247 - Server dev: Multiple gratuities on a transaction
Gratuities: Allow multiple gratuities to be applied to a check
More than one gratuity can be applied to a check.
- Order items
- Go to Adjustments
- Tap check
- Tap gratuity to be applied
- Tap Apply
- Tap another gratuity to be applied
- Tap Apply
- Both gratuities are applied to check
Loyalty programs: Scan loyalty card barcode to attach account and redeem offers
Customer loyalty card can be scanned to access the member account and redeem offers. (Manual entry of member account number remains available.)
N/A
Rewards can be redeemed in several different ways as described below:
Scan loyalty card
- Place an order and tap Send Now to send to kitchen
- Tap the customer icon (below check panel)
- Scan the customer's loyalty card to prompt Rewards pop-up
- Tap matching customer account to select
- Tap Order and select check
- Tap Redeem Offer
- Rewards pop-up will show eligible offers; tap Redeem for desired offer
- Selected offer will be added to check
Manually enter offer number and card number
- Tap the customer icon to open the Rewards window, then tap Redeem Offer (bottom right)
- Enter the offer number and card number
- Tap Redeem
- Reward is redeemed and is displayed below the menu item; corresponding customer is attached to the check
Scan an offer code that consists of the offer number and member number
- Scan a barcode. Example below where:
- R = the offer code number (external code of the reward; find this number in ECM > Financial > Loyalty Programs)
- C = loyalty card number
- When the barcode is scanned, the reward is automatically redeemed and is displayed below the menu item; corresponding customer is attached to the check
Cash Drawer Assignment: List
drawersusers in alphabetical order
Improvement to show the cash drawer assignment list in alphabetical order.
- From Cashier Menu, tap Cash Drawer Assignment
- On Cash Drawer Assignment window, users are listed in alphabetical order
Allow reduced price combo by percentage discount
Previously, reduced price combos could be set up by specifying a dollar value for the discount amount.
This feature expands that functionality to allow reduced price combos to also be set up by specifying a discount percentage value.
| Info | ||
|---|---|---|
| ||
| Allow reduced price percentage on combos |
ECM Setting
To add a new reduced price combo discounted by a percentage:
- Combo Type - Select Reduced Price
- Two options will appear: O Dollar, O Percentage
- Select Percentage
- Percent Reduction: Enter the percentage value to be applied to the menu item. This will be the percentage to be deducted from the price.
- The combo is priced as
- A single combo item - The percentage value is deducted from the total amount of all qualifiers (price of each qualifier is set to 0)
- A discount to each item in the combo - the percentage value is deducted from each qualifier
- Complete remaining fields
- Save and deploy combo menu item
Reduced price combo configured as:
- Percentage discount
- Single combo item
Reduced price combo configured as:
- Percentage discount
- A discount to each item in the combo
Reports
- Daily Sales Report
- Item Sales
- Adjustments
as:
- Percentage discount
- Single combo item
Reduced price combo configured as:
- Percentage discount
- A discount to each item in the combo
Reports
- Daily Sales Report
- Item Sales
- Adjustments
Guest facing: When staff card is swiped, switch to staff UI; when guest card is swiped, remain in guest-facing UI
This feature is targeted toward users such as cruise ships or hotels where a guest might have a card allowing payment to their room or cabin. Staff and guest cards could fall within the same BIN range but have different behaviors when swiped.
Pre-condition:
Guest card (9869000267581101) falls within the BIN range of staff cards.
Workflow:
- Staff swipes their card through the card reader to log in to OE
- Staff UI is presented to staff after swipe
- Staff attaches to a guest-facing location and logs out
- Guest-facing UI is presented for guest to begin their order
- Guest swipes their card through the card reader
- Guest remains in guest-facing UI
Time Clock
Time Clock: Allow user to clock in when they have no access to areas
Revised standard process:
Prior to this change, a job was required to have Area Access to at least one area in order to clock in. This change removes that requirement. A user whose job does not have area access specified can now clock in.
Alternate location feature:
There are special circumstances that apply if a site is using the alternate location feature (primarily used for counter service where a device is set to a default location):
- If the user doesn’t have access to the area of the default location set on the iPad, the alternate location feature will not apply.
- If we switch to a user that has access to the area of the default location, the alternate location feature works as is.
ECM Setting
- A job or jobs is set up with no area access specified.
- A user is assigned to a job with this configuration.
- The job permission "Allow user to use POS without clocking in to the Time Clock" is not selected. (The user must clock in to use the POS.)
- User with the specified job can clock in when:
- They have no area access and
- They are required to clock in to use the POS.
Web Ordering API
Web Ordering - Payment: Allow $0 payment for a check if the balance due is $0
This is a server change that applies to the Web Ordering API only.
This does not apply to the NSOE client app.
Uncategorized
Receipt: Print component's serving options on guest receipt
The serving options on components print on the guest receipt.
N/A
When a component includes a serving option, both the component and the component's serving option print on the guest's receipt.
Example: Burger component is Sub Veggie Patty and the veggie patty has a serving option of Double. Both the component and serving option will print on the guest receipt.
Adjustments: Show/Hide button added to Applied Payments and Applied Adjustments panels when a discount or refund is applied to an existing adjustment
Originally, when applying a refund or discount to an existing adjustment, the applied adjustments panel covered the refund/discount reasons. This improvement allows access to both the applied adjustments and applied payments panels (for a reopened check) via use of the Show/Hide button.
Workflow
- Active check
When an adjustment is applied on a menu item and then the adjusted menu item is modified (discount or refund) in the adjustment screen, Hide/Show is displayed on the applied adjustment panel (sent & unsent to kitchen)- Apply and save an adjustment to a menu item
- Return to Adjustments and add a second adjustment to the item (discount/refund)
- Hide/Show is displayed on the applied adjustment panel
- Tap Show to open the applied adjustment panel; tap Hide to close the panel
- Reopened check
On a reopened check, when a refund or adjustment is applied to a menu item that was adjusted previously, Hide/Show is displayed on the applied adjustment and applied payment panel- Reopen a check with an adjusted menu item
- Perform a refund on the adjusted menu item
- Result: Hide/Show is displayed on the applied adjustment and applied payment panel
- Tap Show to open either panel; tap Hide to close the panel
Modify fully paid check: Disable Refund until the new adjustment has been applied to the original payment
A permission setting allow a user to modify a fully paid check, such as making an adjustment after the check has been finalized.
Prior to this change, a user could apply a discount to a fully paid check and then tap Refund before the discount was applied to the original payment. The discount must be applied to original payment amount first to avoid a balance due. This improvement disables Refund to prevent this error condition.
ECM Setting
Path: Users > Jobs
Select job permission:
Allow user to modify fully paid checks and adjust charges
Workflow
- Reopen a finalized check through Check Search
- Tap brown $ sign on check panel; tap Adjustments
- Select item or check; select item and adjustment to be applied; apply adjustment
- Refund is disabled and cannot be tapped
Complete the adjustment:
- Tap Done to close Adjustments window and return to ordering page
- The payment amount changes to reflect the adjusted amount
- Tap Payment on ordering page
- Tap previous payment (left panel) to select and apply the revised amount
- Total Payment is adjusted to new total with adjustment applied
- Tap Apply Payment
Receipts: Add footer messages option to receipts
Site can opt to display different marketing message on footer than on receipt header.
| Info | ||
|---|---|---|
| ||
Receipts: Display footer messages option |
Path: Sites > edit a site > Receipts tab
If toggle is not enabled:
Existing functionality remains; additional footer message fields are not shown.
If toggle is enabled:
On Receipts, under Footer messages, four text fields are shown to create a footer marketing message
Existing clients: Current header marketing message will display in the footer fields
New clients: Footer fields will be blank
App:
Printed receipt with footer message:
TICKET NOT COMPLETE
Guest facing: Add ability to Add Tip to check after fully paid
Guests can add a tip after the check has been fully paid. Add Tip will now display on the paid check on the checks view screen.
Workflow:
- After a check has been fully paid (any payment method, comp'd, discounted 100%, or charged to room), the checks view will show Add Tip on the check to allow a tip to be added.
- If a check is not fully paid, Add Tip will not appear on the check. (check image on right)
- Tap Add Tip
- Keypad pops up; enter amount of tip and tap OK
- Payment workflow launches: select payment, signature screen (if applicable), receipt selection
Jobs - Grace periods: Enforce grace periods when Schedule API or HotSchedules is selected/enabled
Improvement to allow grace period settings to apply when Schedule API or HotSchedules is selected.
Grace periods will not apply when Schedule API or HotSchedules integrations are not enabled.
| Info | ||
|---|---|---|
| ||
|
ECM Setting
Set grace periods by job
- Path: Users > Jobs > edit job > Grace Periods tab
- Set grace periods
- Click Enforce Schedule
Enable HotSchedules (if applicable)
- Path: Sites > select site > Integrations tab > HotSchedules tab
- Select Pull schedules from HotSchedules
Enable ECM API schedule API (if applicable)
- Path: Sites > select site > Integrations tab > ECM API tab
- Select Enable schedule API
The flags for enabling/disabling HotSchedules and Schedule API were not exposed to the OE server which is why this are not being checked for enforcing grace periods. These are now exposed and checked in the server
Workflow
To enforce grace periods:
You are not scheduled to work today.
You cannot clock in after your shift.
You cannot clock in early. You're scheduled to work at [schedule].
You cannot clock in late. You're scheduled to work at [schedule].
Schedule not found for this user. See your manager.
Jobs - Grace periods: Enforce grace periods when Schedule API or HotSchedules is selected/enabled
Improvement to allow grace period settings to apply when Schedule API or HotSchedules is selected.
Grace periods will not apply when Schedule API or HotSchedules integrations are not enabled.
| Info | ||
|---|---|---|
| ||
|
ECM Setting
Set grace periods by job
- Path: Users > Jobs > edit job > Grace Periods tab
- Set grace periods
- Click Enforce Schedule
Enable HotSchedules (if applicable)
- Path: Sites > select site > Integrations tab > HotSchedules tab
- Select Pull schedules from HotSchedules
Enable ECM API schedule API (if applicable)
- Path: Sites > select site > Integrations tab > ECM API tab
- Select Enable schedule API
The flags for enabling/disabling HotSchedules and Schedule API were not exposed to the OE server which is why this are not being checked for enforcing grace periods. These are now exposed and checked in the server
Workflow
To enforce grace periods:
- Enable HotSchedules or Schedule API (Integrations tab), according to site's schedule provider
- Set grace periods by job; deploy to site
- Pull schedules (if needed)
- Result:
- When users clock in, grace periods will be enforced per the schedules set
- When users clock in, grace periods will be enforced per the schedules set
- If a user tries to clock in or out outside of their schedule, they will receive a relevant error message:
You are not scheduled to work today.
You cannot clock in after your shift.
You cannot clock in early. You're scheduled to work at [schedule].
You cannot clock in late. You're scheduled to work at [schedule].
- If grace periods are enforced but a schedule is not set up in HotSchedules or Schedule API (or pull schedules is not done), an error message will display:
Schedule not found for this user. See your manager. - Otherwise, the system will allow the clock in or clock out without checking for schedules and grace periods.
(Fix version: 4.7g)
Payment: Control tip prompt on PAX external device
When tipping is enabled for a site on ECM, each area can further specify whether to allow the PAX device to prompt for a tip before payment and on tip adjustment.
SITE SETTING
- On the site's Payment tab, select "Tipping Enabled" to allow tipping on the site
AREA SETTING
- To allow an area to prompt for a tip on the external payment device, select "Prompt for tip on external device"
Workflow:
- If the tip prompt is not selected in an area's settings, the payment device will not prompt for a tip
- If the tip prompt on an external payment device is selected in an area's settings, the payment device will prompt for the tip.
*Detailed documentation is in progress and will be available upon completion.
**Please contact your NorthStar representative to have this setting enabled for your account.