Features and Improvements - ECM Release 2020-08-18

Time clock: Add site-level setting to allow sites to display user key codes on time clock adjustment screen (Future release)

Setting added to Time Clock allowing site to show user key codes on time card adjustments on app  

Path: Sites & Groups > edit site > Time Clock 

Setting added with Yes/No options. "Yes" = key codes will show on the time card adjustments on the app. 

Schedule menu item price changes (4.8 product release) 

Price changes for menu items can be scheduled in advance using effective date and expiration date. 

New job permission added (Path: Users > Jobs > Permissions)

• Allow user to schedule menu item price change 
  

Menu item pricing
(Path: Products > Menu Item Pricing)

• Schedule price change tab added 
  
  
  
• Workflow:
  • From Schedule price change tab, select menu item category, click Add Price Change.
  • On Add Price Change pop-up, select menu items, enter the price change and the effective and expiration dates, then save. 
    
  • Items will appear on Schedule Price Change tab. Expand each item to view details. Price change can be deleted. 
    

Edit Menu Item (Path: Products > Menu Items > edit menu item)

• Select sites: select none, one or more sites; the UI will differ slightly depending on site selection. (Description is for no sites selected.)  
• Schedule price change link added
  
  
  
• Workflow: 
  • Click Schedule price change to open window Edit - Price Change 
  • Click Add Price Change, enter price change, effective date and expiration date; click Save changes
    
  • Note: If multiple sites are selected, the site name is shown on the price change window
    

• Validation rules
  • Expiration date must be greater than or equal to effective date
  • Expiration time must be greater than effective time
  • Expiration date must be less than or equal to six months from effective date
  • If a menu item has multiple price changes for different dates, the effective date and expiration dates cannot overlap

• Sales Categories
• Menu Item Categories
• Prep Categories
• Convenience Center Categories
• Adjustment Reasons
• Sites

Sample: Menu Item Categories grid in ECM: 

Exported to CSV file: 

Add new settings:

• Account level: Path - Dashboard > Users > Roles > edit > ECM Access tab
  Add new setting: Do not send user data to HotSchedules
  

• User Job Level: Path - Order Entry > Users > Jobs >edit > Permissions
  Add new setting: Do not send user data to HotSchedules
  

• Requirements
  

  • Selected state: When flag is turned on, we will send all the users associated to that job or above store role to HotSchedules to remove them

  • Unselected: When the flag is turned off, we will send the users associated to that job to HotSchedules to add them/update them, triggered by the following actions:

    • Add a new user in ECM (Adding a user in Dashboard does not trigger the HotSchedule integration because there is no site assignment yet)

    • Modify user status

    • Modify user job(s) assignment(s)

    • Modify user role

    • Modify job’s HotSchedules permission

    • Modify a role’s HotSchedule permission

• Precedence rules

  • If the above-store Role is set to Do not send, it will take precedence over the user’s Job permission for this setting

  • If a user is set to multiple jobs and one of their jobs is set to “Do not send to HotSchedules,” we will not send that user to HotSchedules.

Path: Users > Key Codes 

Path: Reports > Time Records Adjustments 

Path: Sites and Groups > edit a site > Payment

Add new setting: 

• Gift Card Encryption Type
• Dropdown options: 
  • Vantiv (card uses Vantiv encryption)
  • Magensa (card uses Magensa encryption) 

Hourly Sales and Labor report refined to exclude non-revenue sales. Disclaimer added for clarity.