PAR OPS App for Employees

The PAR OPS App enables employees to have visibility to view and update their availability, view their schedule, submit scheduling requests, view their time clock history, message co-workers and managers, and if applicable, complete activities like checklists, inventory, prep and freezer pull, and waste.

How do I view my schedule?

When you first open the app, it will automatically direct you to "My Upcoming Shifts" for the current week. You can scroll through the list of upcoming shifts.

1. Use the arrows to navigate to the next week
2. A blue dot on the date indicates you have a shift scheduled

 If you navigate away, use the steps below.

1. Select menu
2. Under the Shiftworks menu, select My Upcoming Shift

How do I update my availability?

1. Select the menu
2. Under the Shiftworks menu, select My Availability
3. Select the Availability tab
4. Select New Availability
5. Choose the effective date using the calendar and select Done
6. Select the blue text next to the day of the week you want to edit
7. Use the Toggle to indicate if you are available
8. Set Specific Times (Optional)
   • If you're available all day, leave both Time From and Time To blank
   • If you're available from opening until a specific time, leave Time From blank and enter a Time To
   • If you're available starting at a specific time until close, enter a Time From and leave Time To blank
   • If you're available for a specific time range, enter both Time From and Time To
9. Select Save
10. After you have updated your availability, select Submit

How do I submit a time off request?

1. Select the menu
2. Under the Shiftworks menu, select My Availability
3. Select the Time Off tab
4. Select New Time Off
5. Select Date from
6. Use the calendar to select the date and select Done
7. Select Date through
8. Use the calendar to select the date and select Done
9. Optional: Add a comment if you would like to give a reason for the time off request
10. Select Save

How do I submit a shift swap request?

1. Select the menu
2. Under the Shiftworks menu, select My Upcoming Shifts
3. Select Swap under the shift to swap
4. Review the scheduled shifts by employee
5. Select the shift you want to swap
6. Select Confirm to submit the swap request or select Cancel to cancel the request

How do I submit a drop shift request?

1. Select the menu
2. Under the Shiftworks menu, select My Upcoming Shifts
3. Select Drop under the shift to drop
4. Review the Shift Responsibility acknowledgment and select Acknowledged
5. If you want to cancel the drop request, select Cancel Drop

How do I send a message?

1. Select the menu
2. Under the Shiftworks menu, select Messenger
3. To create a new message, select New Thread or select a thread you've already started.
4. In the To section, select who you want to send a message to. You can select multiple people or select all by job title.
5. Compose your message and select the arrow to send.
6. Use the back arrow to go back to the Messenger main menu.

How do I review my time clock history?

1. Select the menu
2. Under the Shiftworks menu, select Time Clock History
3. Review your time clock punches

Activities

You may also have other activities like checklists, inventory, prep and freezer pull, and waste. Depending on the settings set up by your administrator or store manager.

How do I complete a checklist?

The Checklist activity is a tool for store managers to ensure that daily, weekly, and monthly tasks are performed consistently and on time. Checklists are time-sensitive and are to be completed within the assigned timeframe.

Access the Checklist

1. Select the menu
2. Under the Activities menu, select Checklists
3. The available checklist will display:
   • The checklist name
   • Today's date
   • The timeframe for completion

Enter Responses

1. Select the checklist to open it
2. Use the tabs at the top to navigate between checklist sections
3. For each item:
   • Enter a response
   • A green dot indicates the item is completed
   • A yellow dot means the response is out of range and has 1 retry left

Review Responses

1. Select Summary to review all entries

Create Tasks, Optional

1. Select Create All Tasks to generate follow-up tasks
2. To assign a task to someone else, select the name and choose a different user
3. When all tasks are complete, select Complete All

How do I complete inventory?

The Inventory activity allows stores to conduct various types of inventory checks based on product locations within stores, shelves, or designated spaces. The available inventory types may vary depending on your company’s configuration.

Access Inventory

1. Select the menu
2. Under the Activities menu, select Inventory
3. Choose the type of inventory count:
   • On-Hand Counts
   • Period Counts
   • Daily or Shift Counts

Enter a Count

1. Select the inventory type
2. Use the tabs at the top to navigate between locations
3. For each item:
   • Select the down arrow to choose a unit of measure
   • Use the + or - buttons to adjust the count
   • Or select the gray box to open the calculator
4. Use the search to find a specific item
5. Use the ellipsis button to access the Actions menu
   • Select Complete for Period counts to recalculate and post values to COGS

How do I complete prep and freezer pull?

The Prep and Freezer Pull activity is essential for maintaining product quality and minimizing waste. By integrating suggested quantities with real-time inventory counts, it helps users determine the optimal amount of product to prepare. Freezer Pull ensures precise quantities for retrieving items from the freezer, facilitating proper thawing. Additionally, this activity supports label printing for prep items, with labels configured in the Label Management activity and printed directly from Prep and Freezer Pull. This comprehensive approach enhances efficiency and accuracy in food preparation.

Access Prep and Freezer Pull

1. Select the menu
2. Under the Activities menu, select Prep and Freezer Pull

Prep Sheets

1. Use the down arrow to expand the section
2. Suggested Prep- The amount of items to be prepped based on previous usage and forecast sales
3. Start Time- The time of day you need to begin prep
4. Prep Quantity - Enter how much of an item you have prepped
5. Printer Icon - Select this to print a label for the Prep item
6. Use the ellipsis icon to open the Actions menu
   • Select Print to print all labels
   • Select Filters to change the date and template
   • Select Print Settings to change the network type

Freezer Pull

1. Use the down arrow to expand the section
2. Suggested Pull - The amount of this item that is suggested to be pulled from the freezer based on previous useage and forecast sales
3. Thawed - Amount of this item is already thawed
4. Pull Quantity - The field will default to Suggested Pull minus Thawed Quantity, it can also be adjusted manually
5. Assign To - Prepping the item can be assigned to employees and stations
6. Comment - If needed you can leave a comment to be printed on the label, the max amount is 50 characterse
7. Printer Icon - Select this to print a label for the Freezer Pull item
8. Use the ellipsis icon to open the Actions menu
   • Select Print to print all labels
   • Select Filters to change the date and template
   • Select Print Settings to change the network type

How do I create, edit, or invoice a Purchase Order?

Purchase Management encompasses essential tasks such as ordering products from vendors, accepting received orders, and invoicing products delivered—whether they are ordered through PAR OPS, or by using the vendor's ordering system.  By effectively managing these tasks, optimal inventory levels are maintained, ensuring the necessary ingredients and supplies are available to meet customer demand.

Access Purchase Management

1. Select the menu
2. Under the Activities menu, select Purchase Management
   • Orders – Create, Review, Edit, or Approve Purchase Orders
   • Receive – Receive Purchase Order Items, Create, Review, Edit, or Complete Invoices, or Review Unlinked Items

Create a Purchase Order

1. Select Create Purchase Order
2. Select a Vendor
3. Select a Delivery Date from the calendar of available days (based on the delivery schedule configured for the vendor)
4. Select Next
5. Choose an Order Quantity for each desired item
6. Select Confirm
7. Review and validate items and order quantities
8. Select Approve and Send to Vendor
   Note: if the vendor is not connected to PAR OPS, this button will read Approve and Save and additional action will be needed to submit the Purchase Order to the Vendor.

Review, Edit, and Approve a Purchase Order

1. Select Review, Edit or Approve Purchase Orders
2. Select the Purchase Order to modify
3. Select Details to edit items and order quantities
4. Validate the Order Quantity
5. Select Summary
6. Select Delivery Date
7. Update the Delivery Date
8. Validate the Order Quantity
9. Select Confirm
10. Review and validate items and order quantities
11. Select Send to Vendor
    Note: if the vendor is not connected to PAR OPS, this button will read Approve and Save and additional action will be needed to submit the Purchase Order to the Vendor.

Receive a Purchase Order and convert it to an Invoice

1. Select Receive
2. Select Receive Purchase Order Items
3. Select the Purchase Order with Status = Shipped
4. Select Details
5. Verify the Shipped Qty for each item
6. Select each item as Received by putting a check in the box to the left of the item name.  To receive all items, put the check in box on the header row.
7. Select Invoice

How do I complete waste?

Entering waste is crucial for maintaining accurate inventory records and ensuring efficient resource management by tracking discarded items.

Access Waste

1. Select the menu
2. Under the Activities menu, select Waste

Enter Waste

1. Use the tabs at the top to navigate between locations
2. For each item:
   • Select the down arrow to choose a unit of measure
   • Use the + or - buttons to adjust the amount
   • Or select the gray box to open the calculator
3. Use the search to find a specific item
4. Use the ellipsis icon to open the Actions menu
   • Refresh: Reload the data to ensure it's up to date
   • Delete: Permanently delete the item from Waste template
   • Filters: Select the Waste Date and Shift you are entering waste