The first step in the Tanda Setup Checklist is to Add locations & teams. You can access this by clicking on the Set up business button in the checklist:
Add a Location
Locations represent physical business locations in your organisation and allow you to easily roster and report across multiple locations. Even if you only have one location, we definitely recommend adding this to your account setup, even if it's just so you can see the weather forecast on your roster!
Click on + Add Location and give your location a Name. The Short code is an abbreviation of the Name and will be shown on the Roster. This will be automatically filled in, but can be edited by typing in the field. In the Address field, start typing and Google Maps will try to find this address, click to select the full address:
Location Advanced Options:
By clicking on Show advanced options, you can set the Holiday region, unique Public Holiday Dates and Time Zone for this location:
Once you have finished entering the information, click the green Create new location button in the bottom-left corner.
To add another Location, back in the Team Setup page, click + Add and select Location:
After setting up your business locations you can create teams that work at these locations. Teams reflect the areas your staff work in or the type of duties they perform for example Kitchen, Bistro or Front Bar. To create a new team click the green + Add and select Team:
Alternatively you can click + Add new team under the Location:
Create your team by selecting the Location and entering the Team Name. You can also assign a colour to distinguish this team on the Roster.
Next, you can assign Staff and Managers to this team. If you haven't imported your Staff yet, that's okay, you can go through this in the next step.
Team Advanced Options:
Within each Team, you can add further functionality by clicking on the Show advanced options:
Payroll cost tracking: allows you to set cost tracking from your Accounting system to match with the team in Tanda, with this information then exporting with the timesheet.
Qualifications: you can add Qualifications to teams, so staff that work in this team have to have the Qualification in order to be rostered on. To enable this in your account, go to Add-ons > Power-ups.
Shift Detail: allows you to add an extra level of detail to staff in the roster, by placing them into roles in their shifts for Example Manager, Shift Supervisor or Cashier. To add a new shift detail, type in the box and hit enter on your keyboard or click the + icon.
Continue to add Teams until you have completed all your setup. Once you have finished, should you need to come back into this section in the future, it is located in the header under Staff > Team Setup:
Next in the Setup Checklist, we'll have a look at how to import staff or add manually.