Setup sheet

A restaurant deployment chart that knows who's trained

You already have one. It's a laminated sheet or a whiteboard by the time clock, and somebody fills it in ten minutes before lunch. CrewSharp's setup sheet is the same page, with one difference: it knows who is signed off on Drive-Thru Window.
Lunch rush on the setup sheet in a demo store: every station's spots filled with people signed off on it.
Lunch rush on the setup sheet in a demo store: every station's spots filled with people signed off on it.

A normal lunch, start to finish

  1. Step 1

    Bring in the week

    Upload the HotSchedules Extended Schedule Report, or a spreadsheet. The sheet now knows who is in, and from when to when.

  2. Step 2

    Open Lunch rush

    Each part of the day has its own page with your stations on it. You decide how many spots each one gets.

  3. Step 3

    Put your regulars where they go

    Drag the people you always place onto their spots. Fill won't overwrite those.

  4. Step 4

    Fill the rest

    Fill empty spots uses whoever is left and signed off on each station. Anything it can't fill stays blank, the same as on paper.

  5. Step 5

    Print it

    One page for each part of the day, with names, hours, breaks and the tasks list. Or leave it open on the office tablet.

One spot was placed by hand and nobody here is signed off on Expo. Fill keeps the first and leaves Expo open, and says why.

When someone leaves at one

Someone on Front Counter is scheduled until one. A little before they go, a small note shows up on the sheet with how many minutes they have left. Tap Replace for the best free person, or Choose someone else to see everyone who could stand there, best fit first, with their hours, their comfort level and when they arrive if they aren't in yet.

Someone on Front Counter leaves in 20 minutes. The person picked is free, so no other spot opens up. You see that before you confirm.

Pick someone and, before you confirm, it tells you in one line who takes the spot and who comes off it. Nothing else on the sheet moves unless you move it. There are no red alerts and no gap counts.

Getting your crew onto it

Fill only uses people marked Comfortable on a station, and on day one nobody is marked. So that comes first. On the Team Members page, choose Bulk edit, tick everyone who already runs Drive-Thru Window, choose Set comfortability, and pick that station. Do the same for each station you staff. People you aren't sure about stay unmarked until a trainer watches them.

Three people marked Comfortable on the jobs they already work, in one go. Fill can now use them on those stations.

From then on, trainers score people on shift against your own station checklists. When someone scores under your passing bar, the evaluation suggests marking them down on that station, and the trainer decides. The cross-training matrix shows the same marks across the whole crew.

It picks up your habits, slowly

Say you keep moving the same closer onto iPOS on Tuesday nights. Once Fill has seen that change on at least three days, it uses the habit to choose between people who are already signed off. Only changes made during the shift count, and if a day went sideways, you can tell it not to learn from that day.

Trainees, breaks and side work

Put a trainee on the same line as their coach so both names are on the sheet and the shift lead can see the pairing. Breaks sit next to each name, and you can change one from the spot. Side work goes on a tasks card with a time for each. You assign tasks yourself and tick them off when they're done.

What the crew sees

The crew doesn't need an account or the app. Print the sheet and pin it up. This is the lunch page from the demo store, as it comes off the printer.

The printed lunch rush page: each station with the people on it, their hours and breaks, and the tasks list with times.
The printed lunch rush page: each station with the people on it, their hours and breaks, and the tasks list with times.

Common questions

Does CrewSharp replace my scheduling software?

No. Who works Tuesday and for how long stays in HotSchedules, 7shifts or whatever you use. CrewSharp reads that schedule and gives you the sheet for each part of the day. It does no labor forecasting and has no time clock.

Will it put someone untrained on a station?

Fill won't. It only places people marked Comfortable on that station, and it never overwrites a spot you filled by hand. You can still put anyone anywhere yourself. The picker shows each person's comfort level next to their name, so you know what you're choosing.

What does Comfortable mean, and who decides it?

Comfortable means a trainer or manager has signed that person off on that station. Not comfortable yet and Still learning mean they haven't been, and Fill skips them for that station. You set the marks by hand to start, and evaluations on shift keep them current.

Do my crew need accounts or phones to see it?

No. Managers and shift leads work the sheet. Print it, one part of the day per page, and put it where the crew already look.

What happens when the schedule changes?

Import the new report. It updates who is working each day and matches people to the roster you already have, so their training history stays with them. Spots you've already set on a day's sheet stay where they are. For a single change on the day, swap the person on the sheet.

What does it cost?

$79 a month per store, with unlimited users. The setup sheet is included, along with every other part of CrewSharp. The trial is 30 days and doesn't need a card.

Run one lunch on it

Import next week, mark who runs what, then place, fill and print Tuesday's lunch. $79 a month per store, with unlimited users.

30 days free. No card to start. Cancel in one click.

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