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Create a Work Schedule – By Position
Labor Management » Create a Work Schedule » Create a Work Schedule – By Position
In this module, you will learn: How to create a work schedule within Console, when Scheduling by Position (Recommended) There are two methods by which to schedule your team: By Position (Recommended): Allows you to schedule team members by the Position(s) (or…
Creating New Users
Labor Management » Creating New Users
The purpose of this section is to illustrate how to create new users within Console. There are two methods to setup a new manager or operator as a Console user. Aloha employees naturally import into Console if the user uses the Aloha POS to clock in; this…
Labor Management
Labor Management
Effective labor management can help to reduce the overhead of daily administrative tasks by quickly managing your human resources needs, staff scheduling, labor tracking, payroll processing and integration through the NCR Console platform. In this section you will…
Delete an Employee
Labor Management » Delete an Employee
The purpose of this guide is to illustrate how to delete an employee record. Delete an Employee You can delete an employee at any time. Keep in mind that deleting an employee will completely remove them from the system. Any historical information as it pertains to…
User Permissions
Labor Management » User Permissions
The purpose of this section is to illustrate how store access and permissions are granted. *VISIBILITY Franchise Owners: Will automatically have visibility to all of their stores on their Dashboard. District Managers: Will have visibility to only those stores they…
Additional Employee Info.
Labor Management » Additional Employee Info.
The purpose of this section is to illustrate: How to add additional information to an employee record How to view or edit additional information that has already been created Adding Additional Information To add additional information to an employee record you…
v4.3.3 – July 2017
Release Notes » v4.3.3 – July 2017
Release Notes Schedule by Position In limited release, Console’s 4.3.3 release features a new scheduling method- schedule by position! This feature was designed to improve ease of use when scheduling a large number of employees or scheduling employees across…
v4.5.5 – February 2018
Release Notes » v4.5.5 – February 2018
Release Notes Fixed Issues: Printed Work Schedules Large schedule notes caused printing abnormalities By Position: Removed weather By Position: Includes the assigned position within the individual cell Related to grabbing all employees for Aloha…
v4.4.4 – October 2017
Release Notes » v4.4.4 – October 2017
Release Notes Time Card Discrepancy (By Jobs View) If you schedule employees by position, we’ve enhanced the Time Card Discrepancy Report so that it reports in the same way you schedule your employees, by position. Requires Advanced Scheduling…
V4.6.7 – July 2018
Release Notes » V4.6.7 – July 2018
Release Notes Other Tenders Support With the latest release of Console, we’ve enhanced our ability to support Other Tenders. As more and more restaurants use multiple custom tenders, Console now reports those various custom tenders. On the Daily Summary Report…
v4.6.8 – July 2018
Release Notes » v4.6.8 – July 2018
Release Notes Swap Shifts Restrictions In our latest release, we’ve add a new setting that allows managers to limit the ability of employees to only swap shifts with employees who have the same position. Previously, when an employee wanted to request a shift…
v4.6.9 – July 2018
Release Notes » v4.6.9 – July 2018
Release Notes Tips Included in Tender Totals With the latest release, we’ve enhanced the reported credit card amounts so that they now include tips amounts. On the Daily Summary and Tender Type reports, the displayed amount will be the total amount charged…
Create a Work Schedule – By Employee
Labor Management » Create a Work Schedule » Create a Work Schedule – By Employee
In this module, you will learn: How to create a work schedule within Console, when Scheduling by Employee. There are two methods by which to schedule your team: By Position (Recommended): Allows you to schedule team members by the Position(s) (or Job Code(s))…
Enable Schedule Display Preferences
Labor Management » Create a Work Schedule » Enable Schedule Display Preferences
In this module, you will learn: How to enable (or modify) display preferences within the Schedule Set Display Preferences within the Schedule To enable (or modify) display preference within a schedule, you will need to navigate to the Labor Management module and…
v4.5.3 – January 2018
Release Notes » v4.5.3 – January 2018
Release Notes Support Less Than Whole Items Console now supports less than whole items for reporting. For example, if your POS allows you to split a check so that items report as half-items or less, Console will now report those half-items as half-items. Requires…
v4.7.4 – October 2018
Release Notes » v4.7.4 – October 2018
Release Notes In this release, we’ve deployed the following features: Executive View Enhancements Console continues to build out enhancements for the upcoming release of the Executive View module. Lock the header column and the first row on the Summary…
v4.2 – March 2017
Release Notes » v4.2 – March 2017
Release Notes Weekly Overtime Warning in Work Schedule You can now receive an in-schedule warning when employees are scheduled for overtime. The warning indicator is adjacent any employee’s name that is scheduled to work weekly overtime. Click the warning…
Employee Notes
Labor Management » Employee Notes
The purpose of this section is to illustrate how to add or modify notes for an employee in the system. Adding a Note for an Employee STEP 1: From your Dashboard view, mouse over the Store tab and click Labor. *Hint: You can also access Labor by clicking on the…
Getting Started
Getting Started
Which URL is right for you? Corporate Users: If you are a corporate user, please contact your brand’s representative to obtain your login information. Store Operators and/or Owners: https://store.ncrconsole.com/ This site is intended for franchisees or store…
v4.5.6 – February 2018
Release Notes » v4.5.6 – February 2018
Release Notes Fixed Issues: Selecting a product or raw ingredient created an oops error Error when selecting an item (Issue: An item cannot have itself as a recipe item) Corporate Hourly Sales Average: CY Average was incorrect when date range extended multiple…
Create a Work Schedule
Labor Management » Create a Work Schedule
In this module, you will learn: How to create new users How to manage existing users How to inactive an employee How to delete an employee How to add notes to employee records How to add, or modify, existing employee information How to assign user…
v4.7.3 – September 2018
Release Notes » v4.7.3 – September 2018
Release Notes More Executive View Enhancements As we prepare for launch, we continue to add more enhancements to the new Executive View module. First, for Aloha users, we’ve updated the Executive View Comps Report to now include Promos. On the Executive View…
Documents
Resources » Documents
The purpose of this section is to illustrate how to manage the document storage feature on NCR Console. This includes personal documents, documents shared with you by others, and corporate resources. My Documents STEP 1: From your Dashboard view, mouse over the…
v4.5.4 – January 2018
Release Notes » v4.5.4 – January 2018
Release Notes No More Mapping Employees for Aloha Merchants You no longer need to map new employees in order for them to appear on reports or on the Work Schedule. Once a day (at the end of the day), Console will get the most current employee data from Aloha and…
Managing Existing Users
Labor Management » Managing Existing Users
The purpose of this section is to illustrate how to manage existing employee information. Managing Existing Employee Information To manage existing employee information you will need to navigate to the Labor Management module and click Employees. To Edit Employee…
v4.8.8 – March 2019
Release Notes » v4.8.8 – March 2019
Release Notes With our latest version, we’re bringing you more great features that will make running your business even smoother and more time efficient! Raw Ingredient Wizard – Error Check Page When entering new items within the Raw Ingredient Wizard, the…
Managing Groups
Reports » Executive View Reporting » Managing Groups
MANAGING GROUPS You will have the ability to create up to five Groups that contain any number of sub-groups. These groupings can be assigned to sites to allow you to filter based on those assignments. Within this section, you will learn: • How to create new…
Welcome
Welcome
Thank you for choosing NCR Console for your business! The following User Guide is designed to guide you in the navigation and use of the system features. Please note that based on your brand’s chosen solution, you may notice additional features that may not…
v4.4.1 – September 2017
Release Notes » v4.4.1 – September 2017
Release Notes Tips Report Want to see the credit card tips received by employees? A new Tips Report enables you to view the total credit card tips received by our employees. The new Tips Report is available in the Other Reports section of Console. Requires Advanced…
v4.7.5 – October 2018
Release Notes » v4.7.5 – October 2018
Release Notes Bug Fixes (select merchants): Donation sales discrepancy Edit Recipe details (recipe include the item itself) EV Comps by store promo did not include % change Employee missing from store Role issue -oops error Time card – oops…
v4.3.2 – July 2017
Release Notes » v4.3.2 – July 2017
Release Notes NEW! Aloha Labor Reports Detailed labor reports are now available to Console customers with the Aloha point of sale integration. Reports include: Employee History: View a history of notes on all of your employees Time Card: View time card details for…
Getting Started – Employee
Labor Management » Getting Started – Employee
The purpose of this section is to guide a user on how to log into, and begin, using Console’s Employee Portal. GENERAL Login Navigate to Employee Portal Enter Username Enter Password Click Log In Accept Terms & Conditions This will take you to the…
Request Time Off
Labor Management » Employee Availability » Request Time Off
The purpose of this section is to illustrate how an employee can manage availability or request time off. REQUESTING TIME OFF Employees can manage their availability and request time off at any time via the Employee Portal. Access to the employee portal must be…
Executive View Custom Summary Report
Reports » Executive View Reporting » Executive View Summary Report » Executive View Custom Summary Report
EXECUTIVE VIEW CUSTOM SUMMARY REPORT PREFACE The Executive View Custom Summary Report allows a user with multiple sites to create custom reports based off of available metrics. This includes the ability to share those reports with other users. In this module, you…
v4.8.0 – November 2018
Release Notes » v4.8.0 – November 2018
Release Notes Executive View Enhancements Console continues to build out enhancements for the upcoming release of Executive View module. In this release. We’ve deployed the following features: Customizable Summary Report – With this new feature, users can…
Executive View Reporting
Reports » Executive View Reporting
EXECUTIVE VIEW REPORTING PREFACE Executive View reporting allows a user with multiple sites to see aggregated data for all sites within his/her network. The Executive View module saves the user time by giving him/her multiple ways to easily analyze sales performance…
Set Labor Target
Store Planning » Set Labor Target
The purpose of this section is to illustrate how to set a labor target. Setting Labor Targets You will have the ability to set multiple labor targets and for any date range(s). To set a labor target you will need to navigate to the Store Planning module and click…
Change Password
Settings » Personal Settings » Change Password
The purpose of this section is to illustrate how to change your NCR Console password. Change Password STEP 1: From your Dashboard view, mouse over to, and click, Settings. STEP 2: From the Settings screen, click My Settings. STEP 3: From the My Settings screen,…
v4.6.0 – March 2018
Release Notes » v4.6.0 – March 2018
Release Notes Gratuity In the newest Console release, we now support Gratuity for Aloha merchants. If an employee assesses a gratuity on a check, we will report that data for the employee in three places: Daily Summary (in the Employee Breakdown section) Tips…
v4.2.6 – May 2017
Release Notes » v4.2.6 – May 2017
Release Notes Batch Costs in Recipes You can now understand the impact of batch costs in recipes, so that you have a more accurate measure of profitability. Recipe cost is trickled down when used within another recipe; this cost is now included in recipe cost…
v4.2.4 – April 2017
Release Notes » v4.2.4 – April 2017
Release Notes Add a note to availability requests Employees can now include notes with availability requests sent from the employee portal. Whether they need time off to study for finals or they are headed on vacation, whatever it is, employees can share the…
Executive View Sales Reporting
Reports » Executive View Reporting » Executive View Sales Reporting
EXECUTIVE VIEW SALES REPORTS PREFACE The Executive View Sales Reports allows a user with multiple sites to see aggregated sales data for all sites within their network. This includes average hourly sales, daily sales, monthly sales and by period sales data. In this…
Dashboard Overview
Getting Started » Dashboard Overview
In this module, you will learn about: The standard Dashboard view How to navigate away from your Dashboard Basic platform features Additional Dashboard features Welcome to Your Dashboard! Your dashboard view will vary based on: Your selected Console…
v4.7.0 – August 2018
Release Notes » v4.7.0 – August 2018
Release Notes Estimated Sales Per Labor Hour on the Work Schedule With the latest release of Console, we’ve added an optional setting that enables you to see the Estimated Sales Per Labor Hour for the day and week for your location. When you enable this setting,…
v4.1 – February 2017
Release Notes » v4.1 – February 2017
Release Notes Overtime Calculation in Work Schedule Overtime costs are now included in the the work schedule to give you a more accurate measure of planned labor costs. You are now powered with richer information to make more timely business decisions that affect your…
v4.5.2 – December 2017
Release Notes » v4.5.2 – December 2017
Release Notes Declared Tips on Daily Summary and Tips Report For Aloha users, you can now view the tips declared by your employees at the POS on the Daily Summary report (under the Employee Breakdown) and on the Tip Reports (located under Reports > Other…
Communicating Schedules
Labor Management » Create a Work Schedule » Communicating Schedules
The purpose of this section is to illustrate how to communicate finalized schedules within Console. Communicating a Work Schedule To communicate a work schedule you will need to navigate to the Labor Management module and click Work Schedule. You will have three…
Shift Swap Requests – Employee
Labor Management » Employee Availability » Shift Swap Requests – Employee
In this module, you will learn: How an employee can request shift coverage How an employee can accept a request for shift coverage REQUESTING SHIFT COVERAGE Employees can make requests to cover shifts at any time via the Employee portal (employee.cimplebox.com). …
Managing Requests
Labor Management » Employee Availability » Managing Requests
The purpose of this section is to illustrate how a Manager manages time off requests. How to Give an Employee Access to Request Time Off To request time off, employees must first have access to the Employee site on NCR Console (see Step 5 of Permission…
Time Card
Labor Management » Time Card
The purpose of this section is to illustrate how to access, import and export time cards. Accessing Time Card Information STEP 1: From your Dashboard view, mouse over the Store tab and click Labor. *Hint: You can also access Labor by clicking on the Store tab…
Executive View Labor Report
Reports » Executive View Reporting » Executive View Labor Report
EXECUTIVE VIEW LABOR REPORT PREFACE The Executive View Labor Report provides a site by site comparison of current and prior year labor metrics for all sites within a network. This includes In this module, you will learn about: How to navigate to the Executive…
Options
Day-to-Day » Options
The purpose of this section is to illustrate how to navigate through the options for adjusting daily settings, uploading a product mix, viewing an hourly sales report or viewing scheduled employees for specific days within the Day-to-Day snapshot. Options STEP 1: …
Store Planning
Store Planning
Effective store planning allows you to set specific sales goals and track progress of those goals by month, period or year. For more information on how to set a sales target, click here!
v4.2.3 – April 2017
Release Notes » v4.2.3 – April 2017
Release Notes Display Name used in more reports Stores’ Display Names are now used throughout corporate reporting so that you can more easily view, compare, and work with data across reports. Requires access to the corporate portal. Schedule Status Can’t…
v4.8.6 – February 2019
Release Notes » v4.8.6 – February 2019
Release Notes With our latest version, we’re bringing you more great features that will make running your business even smoother and more time efficient! Inventory Console has enhanced Inventory to extend Unit of Measure categories so that users can perform Adds…
Set Sales Target
Store Planning » Set Sales Target
The purpose of this section is to illustrate how to set a sales target. This can be done by Day, Week, Period, Month or Year. Setting a Sales Target Click to see it in action To set a sales goal, you will need to navigate to the Store Planning module, click Sales…
Upload Sales Data
Day-to-Day » Upload Sales Data
The purpose of this section is to illustrate how to upload sales data via your Day-to-Day snapshot. Upload Sales Data STEP 1: From your Dashboard view, mouse over the Store tab and click Day-to-Day. *Hint: You can also access Day-to-Day by clicking on the Store…
v4.3.0 – June 2017
Release Notes » v4.3.0 – June 2017
Release Notes Guest Count Guest count details captured at the point of sale are now available throughout Console reporting. Guest count is available in the Sales report, the Daily Summary, and the Key Indicator. Additionally, guest count can be found on the dashboard,…
v4.4.0 – August 2017
Release Notes » v4.4.0 – August 2017
Release Notes Total Hours Scheduled Hidden in the Employee Portal In the latest release of Console, employees will no longer see their total schedule hours for the week or their fellow employees. Employees will see the days and hours for which they are scheduled.…
Inactivate an Employee
Labor Management » Inactivate an Employee
In this module you will learn: The purpose of inactivating employees How to inactivate employees The Purpose of Inactivating Employees You can inactivate an employee at any time. Inactivating an employee will remove them from the work schedule, employee…
v4.8.2 – December 2018
Release Notes » v4.8.2 – December 2018
Release Notes Executive View – Customizable Summary Report We have enhanced the Executive View Reporting platform so that users with multiple sites within their network can create custom reports based off of available metrics. Report highlights: Ability to…
Executive View Comps & Promos Report
Reports » Executive View Reporting » Executive View Comps & Promos Report
%(color-blue)EXECUTIVE VIEW COMPS & PROMOS REPORT PREFACE%* The Executive View Comps & Promos Report allows a user with multiple sites to see aggregated comps and promos data for all sites within their network. This includes the ability to view by comp or by store…
Add Note for Current Week
Labor Management » Create a Work Schedule » Add Note for Current Week
The purpose of this section is to illustrate how to add a note to the schedule within Console. Adding a Note to the Work Schedule To add a note to the work schedule you will need to navigate to the Labor Management module and click Work Schedule. To Add a Note to…
Notification Settings
Settings » Notification Settings
The purpose of this section is to illustrate how to manage your notification settings. Notification STEP 1: From your Dashboard view, mouse over to, and click, Settings. STEP 2: From the Settings screen, click Notification. STEP 3: From the Notifications…
Sales Reports
Reports » Sales Reports
The purpose of this section is to illustrate how to generate a sales report. This section will also focus more specifically on the Daily Sales Report. For more detailed information on Hourly, Week Day, Weekly, By Period, Monthly and Yearly reports, click…
Executive View Product Mix Report
Reports » Executive View Reporting » Executive View Product Mix Report
EXECUTIVE VIEW PRODUCT MIX REPORT PREFACE The Executive View Product Mix Report allows a user with multiple sites to see aggregated item sales data for all sites within their network. In this module, you will learn about: How to navigate to the Executive View…
Import a Time Card
Labor Management » Time Card » Import a Time Card
The purpose of this section is to illustrate how to export a time card for use in other systems, such as your payroll provider. Importing a Time Card STEP 1: From your Dashboard view, mouse over the Store tab and click Labor. *Hint: You can also access Labor by…
Reports
Reports
This section illustrates how to navigate to, and generate, reports. Please note that based on your brand’s chosen solution, you may notice additional reports in the images throughout this section that may not be visible on your platform. Navigating to…
Comps Details Report
Reports » Other Reports » Comps Details Report
The purpose of this section is to illustrate how to generate a Comps Details Report. Generate a Comps Details Report STEP 1: From your Dashboard view, mouse over the Reports tab and click Other Reports. STEP 2: Within Other Reports, click Comps Details. STEP…
Export a Time Card
Labor Management » Time Card » Export a Time Card
The purpose of this section is to illustrate how to export a time card for use in other systems, such as your payroll provider. Exporting a Time Card STEP 1: From your Dashboard view, mouse over the Store tab and click Labor. *Hint: You can also access Labor by…
Executive View Modifier Report
Reports » Executive View Reporting » Executive View Modifier Report
EXECUTIVE VIEW MODIFIER REPORT PREFACE The Executive View Modifier Report allows a user with multiple sites to see aggregated modifier sales data for all sites within their network. In this module, you will learn about: How to navigate to the Executive View…
Executive View Summary Report
Reports » Executive View Reporting » Executive View Summary Report
EXECUTIVE VIEW SUMMARY REPORT PREFACE The Executive View Summary Report provides a site by site comparison of current and prior year sales, guest counts, average ticket totals, labor costs and labor cost percentages, for all sites within a network. In this module,…
Product Mix Reports
Reports » Product Mix Reports
The purpose of this section is to illustrate how to generate, and view a Product Mix Report. Product Mix Report STEP 1: From your Dashboard view, mouse over the Reports tab and click Sales Reports. *Hint: You can also access Sales Reports by clicking on the…