Setting up and managing staff meals

Setting up staff meals

If your school wants to use Meals for staff in Arbor, follow the instruction below to set this up on your site. Make sure you have these permissions:

  • Staff Profile: Action: Meals: Administer - Set up meals for staff
  • Finance: Administer - Set prices for the meals
Step 1 - Set staff meal prices

First, check you have card payments enabled on your site. To be able to set prices for staff, make sure you have set up a Meal on your site from School > Meals > Setup. You can see how to complete these steps here: Setting up meals.

To set up staff meal options you can either:

  • Add a staff price to an existing meal provision - recommended for schools that have a simple meal setup e.g. only one provision for hot meals etc.

Screenshot_2021-01-25_at_11.42.14.png

  • Add a new meal provision for staff - recommended for schools with complex setups where staff have different meal options to students, or if you want a free staff meal option. Please note: Any separate meal provisions set up will display in the Meal Register, so be sure to clearly name it so teachers don't select this option for students.

Screenshot_2021-01-25_at_11.44.08.png 

Step 2 - Topping up accounts

You can log cash or cheque top-ups from the Payments > Meals > Account Overview section on the staff profile.

Staff can also top up their own accounts by following these instructions.

Screenshot_2021-01-25_at_08.02.15.png

Optional - Set staff meal patterns

You can add a staff meal pattern to automatically deduct the price of a staff member's meal from their account balance each day after the meal taken place.

Unlike with students, there isn't an area where you can add staff meal patterns in bulk. Instead, you'll need to add them from the Meals section of their staff profile.

First, add in which sitting they should be attending - this will mean you don't have to manually add the staff to the meal register. Click +Add in the Meal Patterns section.

Screenshot_2021-01-18_at_16.11.34.png

 

The slide over will select every day by default, but if a staff member has lunch during a different sitting on certain days, you can untick the days.

Screenshot_2021-01-18_at_16.13.29.png

 

You can then see a new section for Regular Meal Choices - this will mean you don't have to add in which meal they are having every day. Click +Add.

Screenshot_2021-01-18_at_17.01.33.png

 

The slide over will select every day by default, but if a staff member has a different meal on certain days, you can untick the days.

Screenshot_2021-01-18_at_17.03.26.png

 

 

Managing staff meals

Once you've set up staff meals, staff will be automatically given a meal (if you've given them a regular meal choice) or you can add staff to a meal manually each day. Teachers cannot select their meal choice from the Meal Register when selecting meal choices for their students.

How to add meal choices for staff

If you have set up staff meal sittings and meal choices as shown in the Optional - Set staff meal patterns section above, staff will automatically be included in meal registers and their meal prices will be automatically deducted.

If you are adding staff manually, go to School > Meals > Daily Summary. Select the tab of the sitting, and click Add Staff.

Screenshot_2021-01-18_at_17.14.34.png

 

In the slide over, select the staff and the meal they are having today, then click Add Staff.

Screenshot_2021-01-18_at_17.15.15.png

 

If you can't select a staff member here, they may have already been given a regular meal sitting. Click the View Register button and go to the Staff tab. Click the staff member without a meal choice to select their meal choice.

Screenshot_2021-01-18_at_17.18.03.png

How to remove or change a staff member’s meal

If a staff member is no longer having the meal they have been booked onto, go to School > Meals > Daily Summary. Select the tab of the sitting, and click View Register.

Screenshot_2021-01-18_at_17.14.34.png

 

Click on the Staff tab, click on the staff member to edit the meal or click Remove Staff.

Screenshot_2021-01-18_at_17.11.40.png

 

 

Was this article helpful?
0 out of 0 found this helpful
I'm still stuck!

Comments

0 comments

Please sign in to leave a comment.