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Aloha Takeout

About Aloha Takeout

Implementing

Integrating

Using

Aloha Takeout

Creating POS job codes, access levels, and employees for Aloha Takeout

You must create job codes for use with Aloha Takeout, usually based on the roles of the employee using the system. The size, layout, and policies of an operation, as well as the number of employees, determine the job codes and associated configuration requirements you need to create. You may need to configure a separate job code for each Aloha Takeout employee role, defined below, or you may be able to combine the responsibilities of more than one employee role into the same job code. Another option is to modify the existing POS job codes, such as servers, bartenders, cashiers, and hosts, to accommodate the functions of Aloha Takeout employee roles.

Note: When you run the Configuration Utility, the system automatically creates job codes, access levels, and interface employees for you.

Employee Roles:Suggested AbbreviationResponsibilities:
Interface EmployeesIEUsed "behind the scenes" by Aloha Connect to release future orders and assign orders to drivers. Also referred to as a "virtual employee," the interface employee plays an important role in the ATO environment and is mandatory in most configurations.
Order TakersOTGreet customers at the counter or answer the phone, create or locate existing customers, create orders, and associate payment information to an order. Recalling and editing current and future day orders may also be needed. In some operations, order takers also perform cashier functions and require cash drawer access.
Takeout CashiersCSHRCollect payment from customers arriving to pick up orders. May also provide driver bank, drop, and checkout functions, add or edit customers, and perform order taker functions. Cashiers require cash drawer access and assignment.
DispatchersDISPManage the organization and assignment of delivery orders, monitor delivery food production and assembly. Driver management, dispatch, and return are often handled by the dispatcher. Dispatchers may be limited to viewing only the Dispatch and Drivers screens in Aloha Takeout.
DriversDRVROrganize and pack orders at the store and walk, ride, or drive an order to a customer's location, collect payment from the customer, are accountable, at checkout, for the orders they delivered. Drivers may also fulfill order taker and dispatch functions.

The following job code configurations are intended to provide minimum guidelines for each employee role in the Aloha Takeout environment. Adapt and combine options to meet your specific operational needs.

Note: For each job code you create, we recommend you "mirror" that job code configuration for the training equivalent of that employee role, with the addition that you must also select the 'Training' option located on the Job Code tab.

Jobcodes - Jobcode tab

Jobcodes_Jobcode_Tab.png

Jobcodes - Order Entry Tab

Jobcodes_OrderEntryTab.png

Jobcodes - Order Entry tab (Cont)

Jobcodes_OrderEntryTab_Cont.png

Jobcodes - Financial tab

Jobcodes_Financial_Tab.png

Jobcodes - Takeout tab

Jobcodes_Takeout_Tab.png

Maintenance > Labor id="jobcodes"> Jobcodes

Suggested Settings: POS Job CodesIEOTCSHRDISPDRVR
Jobcode tab
Shift required to clock in/out✔️✔️✔️✔️✔️
Exclude from Labor Scheduling✔️
Order Entry tab
Order entry✔️✔️✔️
Can get checks from other employees✔️✔️✔️✔️✔️
Exclude Takeout Employees from checkout restriction✔️
Order Entry Screen (QS)✔️✔️✔️
Order Entry Queue (QS)✔️✔️✔️
Check Type (TS)✔️✔️✔️✔️
Use Floor Plan (TS)✔️✔️✔️✔️
Delivery driverOptional
Can assign order to selfN/A
Prompt for mileageOptional
Delivery dispatcher
Delivery order taker✔️✔️✔️✔️✔️
Financial tab
Uses cash drawers✔️✔️✔️
Self banking✔️✔️
Takeout tab
Used by Takeout✔️✔️✔️✔️✔️
Driver✔️
Show Takeout on login✔️✔️✔️
Aloha Takeout initial order filterN/AOpenOpenUnassignedDriver
1st generation return screen. This option is no longer used in ATO v12.1.N/AN/AN/AN/AN/A
2nd generation return screenN/ACustomer LookupOrder PickupDriver DispatchDriver Management
ScreensN/AAllAllDriver Dispatch and Driver ManagementDriver Dispatch and Driver Management

You must attach an access level to an employee. You can use an existing access level, but most likely you will create a new access level specifically for an Aloha Takeout employee. Use the table below to create and configure access levels to meet your operational needs.

POS Access Levels - Aloha Takeout group bar

POSAccessLevels_AlohaTakeout_Group_Bar.png

POS Access Level - Employee group bar

POSAccessLevel_Employee_GroupBar.png

POS Access Levels - Financial group bar

POSAccessLevels_Financial_GroupBar.png

POS Access Levels - Financial group bar (Cont)

POSAccessLevels_Financial_GroupBar_Cont.png

Maintenance > Labor id="pos-access-levels"> POS Access Levels

Suggested Settings: POS Access LevelsIEOTCSHRDISPDRVRMGR
Can override order capacity✔️✔️✔️
Can override restricted dispatch✔️✔️✔️
Can override 'No order assignment until after bump'✔️✔️✔️
Can override 'Required Loyalty Member ID for new guests'✔️✔️
Authorize deposit refunds✔️✔️
Authorize deposit surrender✔️✔️
Driver management✔️✔️✔️
Approve driver to driver transfers✔️✔️✔️
Change promise time for active orders✔️✔️✔️
Can adjust order mode changes✔️✔️
Can adjust quote time✔️✔️
Can override delivery area restrictions✔️✔️✔️
Can add customer credit✔️✔️
Can add/edit tax exemptions✔️✔️
Can override 'Require e-mail for new guests'✔️✔️✔️✔️
Can override tax locale✔️✔️
Can edit guest name✔️✔️
Can override 'Require customer first name'✔️✔️
Can override 'Require customer last name'✔️✔️
Can override 'Require customer address'✔️✔️
Can override 'Require state for address'✔️✔️
Can override 'Require company name for office address'✔️✔️
Can override 'Require zip code for address'✔️✔️
Can override 'Require phone number'✔️✔️
Can override 'Require extension for guest office phone'✔️✔️
Can override 'Always refund deposit to original tender'✔️✔️
Can add/edit fiscal ID✔️✔️
Financial group bar
Apply tax exempt✔️✔️✔️
Split checks✔️✔️
Reopen check✔️✔️
Void Items✔️✔️✔️✔️
Delete payments✔️✔️
Adjust payments✔️✔️
No sale✔️✔️✔️
Cash refunds✔️✔️
Non-cash refunds✔️✔️
Credit card refunds✔️✔️
Employee group bar
Approve clock in✔️✔️✔️✔️

Reference: Refer to Configuring Deposits for Future Orders for more information about the Deposits feature, and how to enable and configure the NCR Aloha system and NCR Aloha Takeout to support it.

You must create new employees specifically for the Aloha Takeout functionality, as well as modify job codes assigned to existing employees so they can perform certain ATO functions.

Aloha Takeout requires the following new employees when adding Aloha Takeout to a system.

  • Interface employees — Create one interface employee for each ATO terminal on your system. ATO uses interface employees to release future and online orders, and facilitate driver assignment and dispatch.

  • Training interface employees — Create one training interface employee for each ATO terminal on your system. Similar to interface employees defined above, ATO uses these employees to perform the same functions on training ATO orders.

  • Dummy training employees — Create some dummy drivers, order takers, cashiers, dispatchers, etc. depending on your operation, that a new employee can clock in and use to understand the flow of takeout orders within your system.

We recommend you modify the following job codes or create new ones to perform certain Aloha Takeout functions.

  • Order takers — Add the ATO order taker job code to existing employees.

  • Cashiers — Add the ATO cashier job code to existing employees.

  • Drivers and Dispatchers — In delivery operations, add the ATO driver or dispatcher job code to selected employees.

Maintenance > Labor id="employees"> Employees

Suggested Settings: POS EmployeesIEOTCSHRDISPDRVR
Employee tab
Use magnetic cards✔️OptionalOptionalOptionalOptional
Jobcodes tab
Jobcode✔️✔️✔️✔️✔️
Access level✔️✔️✔️✔️✔️
Current pay rate✔️✔️✔️✔️✔️
Delivery tab
Driver fee amount per orderOptional
Driver fee percentOptional
Driver fee per mileN/A
Drivers license expiration dateOptional
Insurance expiration dateOptional

To create ATO employees in the Aloha POS:

  • With Takeout selected in the product panel, select Maintenance > Labor > Employees.
    Employee_Employees_Tab.png
  • Click the New drop-down arrow, select POS only, and click OK.
  • Under the 'Personal information' group bar, type a Social security number. This entry may be random, but must be unique.
  • Type a name to easily identify an interface employee. Example, 'ATOIT1' for terminal 1.
  • Select the Jobcodes tab.
    Employee_Jobcodes_Tab.png
  • Select the ATO interface job code from the drop-down list.
  • Select the ATO interface access level from the drop-down list.
  • Leave the Current pay rate as the 0.00 default value.
  • Click Save.
  • Repeat the steps above for each interface employee.

Note: Create one interface employee for each interface terminal.

  • Repeat the steps above to create training interface employees, except select the 'training interface job code' on step 6.
  • Repeat the steps above for 'dummy' ATO employees to use for training purposes. Select the appropriate job code (driver, dispatcher, order taker, etc.).

To add job codes to employees that use Aloha Takeout:

  • With Takeout selected in the product panel, select Maintenance > Labor > Employees and select an employee that interacts with Aloha Takeout from the 'Employee' drop-down list.

  • Select the Jobcodes tab.

  • Select a job code you configured to work with Aloha Takeout from the drop-down list.

  • Select an access level you configured to work with Aloha Takeout from the drop-down list.

  • For drivers, select the Delivery tab.

  • Under the 'Delivery information' group bar, enter the following, if necessary:

    • Type the Driver fee amount per order to reduce the Net Cash Owed on a drivers checkout by the entered amount per order.

    • Type the Driver fee percent to reduce the Net Cash Owed on a drivers checkout based on the entered percentage of each delivery checks subtotal.

    • Type the Driver fee per mile to prompt for the starting mileage at clock in and ending mileage at clock out. The net mileage appears on the labor report for payroll to calculate driver reimbursement based on an agreed mileage rate.

    • Select the Drivers license expiration date drop-down list and select a date from the calendar that appears. Use the arrows to move between months and years.

    • Select the Insurance expiration date drop-down list and select a date from the calendar that appears. Use the arrows to move between months and years.

    Note: Delivery fees and driver fees are not related.

  • Repeat this procedure for each employee that uses Aloha Takeout.

  • Click Save and exit the Employees function.

Employee_Delivery_Tab.png
  • In this Article

  • Jobcodes

  • POS Access Levels

  • Employees

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