This guide explains how you can integrate and import your labor cost from Planday’s Schedule to Tenzo.
Why integrate Planday with Tenzo?
Tenzo is a restaurant analytics platform that enables you to centralise all your operational restaurant data in one place so you can access it on the go on your mobile. You can read more about Tenzo’s functionalities here.
Integrating Planday with Tenzo lets you pull through your planned and actual labour hours and costs so that you can use Tenzo’s advanced reporting to track and visualise the labour KPIs most important for your business.
- Analysing your ‘Cost of labour as a Percentage of Sales’ (COL%S) for different hours of the day on the go on your mobile:
- Reviewing your four-week average COL%S alongside revenue for each day of the week on the web:
- Receiving a daily email to track your COL%S run rate for the week alongside your estimated revenue:
How do you integrate Planday with Tenzo?
You will need to provide Tenzo with Admin level access in Planday for the team to set-up the connection.
Before you do this you should check your Planday Configurations.
How do you set up Configurations in Planday
- Adding hourly wages and monthly salaries to the employee profiles. Follow these instructions and make sure to use only one of the options, unless your employee has both a fixed salary and an hourly wage.
- Review your Shift Types to confirm how each should be handled. Follow these instructions to make sure you have all options and rate adjustments that you need.
- Add potential payroll supplements, such as overtime or evening supplements. Follow these instructions
- Verify that the labour costs are correctly added. Once wages, salaries and supplements are set up in Planday, we recommend that you go to Planday > Payroll > Payroll Export to verify that the changes are accurate. Generate a PDF payroll export and scroll through your employees to see that they have the correct associated labour cost. If you notice that one or multiple employees are missing their hourly wage or salary, it is most likely because this was inserted incorrectly on the employee’s profile. Try to insert it again and make sure that the “valid from date” is set prior to the first day of your current payroll period.
How do you give Tenzo access to Planday?
Speak with your Tenzo Customer Success Manager to confirm the email address for the new account.
Once this has been confirmed all you’ll need to do is add the email address as a new user with Admin level access.
How does Tenzo connect with Planday to access your data?
We’re working on creating a two-way API connection but for the time being, Tenzo receives file transfers by secure FTP with all the details needed which they process behind the scenes.
The Tenzo team will:
- Set-up a scheduled job in Planday to upload a file of Timesheets information.This file upload will happen on a defined time every day and Tenzo will automatically import the numbers from this source. When this is first set-up the team will go back and upload your historical data as well.
What configurations does Tenzo need?
The Tenzo team will confirm with you how your Planday Schedules map to the locations you have set up in Tenzo to ensure that your costs are allocated correctly to locations.
They will also review the shift-type mappings you have set-up in Planday to set these up the same in Tenzo.
They will also review the Schedule positions you have set-up in Planday to match the Roles you have in Tenzo.
If you are using Tenzo forecasting you will also be asked for each location to provide labour rules. These convert your sales forecasts into labour hours:
- Minimum number of workers at any time (eg. 2 people regardless of sales)
- Number of workers to open the store with (eg. 1 to prepare the store)
- Time those workers should start before you officially open the doors (60mins before you open)
- Number of workers to close the store with (eg. 3 to close the store)
- Time those workers should finish after you officially close the doors (30mins after you close)
- Number of employees you need per £ of sales (multiplier - eg 1 person per £100/hour) - Threshold over which the multiplier kicks in (eg. £100/hour)
- Any additional employees you need during the day
How can I configure what labour reporting I see on my Tenzo Dashboard and in my daily reports?
Your Customer Success Manager will set these up for your during your onboarding. These can be changed anytime by the support team - firstname.lastname@example.org