Setting up Labor in MarginEdge

Once the Labor Feature is on in your restaurant, MarginEdge will start displaying labor data from your POS.

To be able to start seeing wage data in your P&L and Budgets, you will need to complete the following steps, all are outlined below:

1. Add Labor Categories
2. Configure your Pay Periods
3. Map Job Titles to Labor Categories
4. Set Overtime Rules

For instructions on how to create Salaried Employees in MarginEdge, go here: How to Add Salaried Employees in MarginEdge.

For details on the setup instructions, continue reading on.

#1 Add New Labor Categories

Note: Once created, these Labor categories cannot be mapped to any other products. They exist solely to connect the labor data to your P&L reporting.

1. Navigate to Accounting > Categories.
   Click + Add a new Category 
2. The new category line will pop up blank.  Add your Category by typing in the first column giving it the Category Name you want to see in MarginEdge. Some examples we recommend are:
   • Front of House- Hosts, Waiters, etc.
   • Front of House- Management
   • Back of House- Kitchen Staff
   • Back of House- Management 
3. Click on Category Type. Map your new Category to Category Type – Labor. 
4. Continue adding all of your wage and salary categories.
5. Click Save Changes when you are finished! 

For more information on Accounting Categories, please see this article- General Ledger Accounts, Categories and Category Type

#2 Configure my Pay Period

1. Navigate to Labor > Setup, click on "Manage Pay Periods"
2. Select your Pay Period Configuration. We currently support the following pay periods:
   • Semi-Monthly
   • Bi-Weekly
   • Weekly  
3. Select a date/day of the week to start your pay period on. You can reference the calculated pay periods on the right side of the screen to make sure the dates are correct.
    
4. Click Save!  

#3 Map Job Titles to Labor Categories

1. Navigate to Labor > Setup, click on "Manage Job Titles" 
2. You should see a full list of Job Titles that come from your POS. To map a Job Title, double click the Category row and select the Category the Job Title should be assigned to. Note that you will only see labor categories on this screen here. 
3. Click Save
4. Once saved, you should be able to start seeing wage data rolled up by category on your Labor Summary and P&L.

#4 Set Overtime Rules

1. From within Labor > Setup, click on "Manage Time Sheet Rules"
   
   
   
2.  Select the button for "Set Custom Overtime Rules"

   
   
   

3. Fill out Regular and Weekly Overtime Rules.  If applicable, also fill out Daily Overtime Rules.
   
   Here's a little cheat sheet if you need some guidance...
   
   
4. Click SAVE.
   

Want more information? 

• Labor- Shifts Page
• Labor - Summary Page
• Labor- Employees Page
• How to Add Salaried Employees in MarginEdge.