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How to Manage Staff Dinners

This guide has been created to detail the process of;

Access: The minimum permissions required to take a Dinner Register from the Staff List page is found in the Framework Module>Staff of Config>Setup>Roles & Permissions.

Permissions

Further guidance.

Staff List Page Dinner Register

This process involves a user who has access to the Staff List Page marking which Staff are having school dinners.

In the examples below we have created a Staff Meal Type called School Meal with a cost of £2.50 from Config>Dinners>Meal Definitions>Staff

Meal Definitions Example

The following process could be used in the scenario Staff go to the canteen at lunch and have a School Meal, the Dinner Staff make a note of who has had a School Meal and then they take this list to the office once lunch has finished.

  • Select Staff from the left hand menu which will open the Staff List Page
  • Once the page loads, you will need to select the desired Staff that you wish to have a School Meal.
  • Once you have highlighted your Staff, you select Actions and from the drop down select Dinner Register.
Dinner Register

This will then open a new box containing the Dinner Register.

  • Select the Meal Type from the dropdown.
  • Note: Meal Types and cost can be created from Config>Dinner>Meal Definitions if you wish to amend any.
Meal Type
  • Once you have a Meal Type selected, you can then select all Staff or select them individually to apply that Meal Type for.
  • Note: The top left tick box will highlight all Staff for you, saving some clicks!
  • Individually select some of the Staff if not all of them will have the same Meal Type.
  • Once you are happy with your selections, press Apply to Selected. You will see in this example, this changes the Staff from NOT SELECTED to Packed Lunch.
  • Once complete press Save & Confirm.

IMPORTANT : Pressing Save will lock in the Meal Types for the Staff but will not Confirm the Dinner Numbers. Pressing Save & Confirm also confirms the choices at the same time and adds the charges to the Staff Dinner Balance.

Once Dinners are Confirmed then the Dinner Reports will populate with the information for that day.

Success

Configure Dinners for Staff

Staff can use the Dinner Balance Widget on the Overview dashboard to

  • Pay for Dinners using a Credit or Debit Card
  • Choose items from a Dinner Menu if Menus are set up.
  • See where a member of staff has added a Meal Type for them, for example School Meal.

To configure Dinners for Staff go to Config>Dinners>Configurations

Pathway

Use the various Staff Dinner Options panel to toggle on/off how you want Staff to use Dinners. Hover over the i to see more information.

In the example below we have clicked to

  • Allow staff members to use Bromcom Dinner Money
  • Enable staff to select dinners via the Dinner Balance Dashboard widget
  • Do not let staff create negative balances for Dinner Menu.

Click the top left Save if you make any changes.

Access the Dinner Balance Widget

To access this widget as a teacher with timetabled lessons in the new interface from the My Dashboard drop down choose Overview.

If the Dinner Balance widget is not visible on the Overview page then click on the top right Settings drop down and check that Dinner Balance is ticked, then click Save & Close.

New Interface as Teacher

To access this widget as a teacher with timetabled lessons in the old interface from the My Dashboard drop down choose Overview

Old Interface as Teacher

To access this widget as a non teaching member of staff or a teacher who currently has no timetabled lessons check that the Dinner Balance widget is visible in the Overview screen.

The view below is the Dinner Balance widget as an ‘expanded’ widget.

Dinner Balance – Expanded Widget

The view below is the Dinner Balance widget as a ‘collapsed’ widget

Dinner Balance- Collapsed Widget

Simply click on the widget to expand it and then you can save your preferred view in the top right Settings drop down.

You can also use Save & Close if you have expanded or collapsed widgets and want to save the view you have.

Dinner Balance > Save & Close

In the example below the Dinner Balance widget is expanded, note the 3 symbols at the top right of the widget these are

  • Go to Dinner Balance Page
  • Collapse
  • Refresh
Example Dinner Balance Widget

Click on the first symbol to go to Dinner Balance Page

From here I can see the last months Dinner Charges and click Pay to pay for Dinners as well as view Menu Options if they are set up

No Menus Set Up
Updated on December 4, 2023

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