Managing staff notes

With the staff notes feature, you can communicate information such as new daily specials, upcoming reservations, operational changes, housekeeping tasks, and team acknowledgements like birthdays and celebrations. Employees are prompted to view staff notes when they clock into their shift on a Toast POS device. This ensures your staff is kept up to date with the latest information and are prepared for their shift.

Viewing staff notes

Note

Staff notes can only be viewed by employees for the business day. Employees cannot view a previous day's staff notes. As a manager you can view archived notes on the Toast Now app.

As a manager, you can view staff notes on the POS broadcast screen on the Toast Now app, or on the Today's Shift screen on a Toast POS device.

Shows staff notes on a Toast POS device.

As an employee, you can view staff notes on the Today's Shift screen on a Toast POS device. Staff notes are automatically displayed for all staff who have to clock in for their shift or have to enter a POS passcode into a Toast POS device.

Note

Staff notes are not shown if an employee clocks back into their shift.

On a Toast POS device, staff can view notes from either:

  • My Account > Today’s Shift

    Shows the Toast POS home screen with Today's Shift emphasized.

  • Overflow menu > Today's Shift on the following screens: Table Service, Quick Order, Fast Service, Payment Terminal and Orders Hub.

    Shows the Quick Order screen with Today's Shift emphasized in the overflow menu.

Note

Staff must have permission to access at least one of the order screens listed above to be able to view shift notes.

Creating staff notes

Note

Currently, the shift at a glance feature requires the Toast Now app to send staff notes to a POS device. For more information, see this Toast Central article.

On the Toast Now app, you can create notes for your staff. For example, you can create notes to capture menu changes, to remind your staff of side work, or to help coordinate events. To create a staff note, you must have access to the Toast Now app and have an employee job type that has access to the Manager > 3.2 Log Book permission. For more information about permissions, see Manager access permissions.

To create a staff note

  1. On the Toast Now app, select the Overview tab on the bottom navigation.

  2. Select the POS Broadcast tile. The POS Broadcast tile shows the number of staff notes sent. This opens the POS Broadcast screen.

    Shows the Toast Now app with the POS broadcast tile emphasized.

  3. On the POS Broadcast screen, select the Staff notes section to open the Staff notes screen.

  4. On the Staff notes screen, select the + Add staff note button. This opens the New staff note screen.

  5. On the New staff note screen, create a note that will be visible to staff on Toast POS devices. You can create multiple staff notes.

    Note

    Staff notes are only visible for the day they are published.

    Shows a staff note on the New staff note screen in the Toast Now app.

  6. Select the Publish button to publish your note. A dialog appears asking you to confirm if you want to publish your note.

  7. Select the Broadcast message button to publish and send your note or the Go back button to go back to the previous screen.

    The published note appears on the Staff notes screen on the Toast Now app, and on the Today's Shift screen on Toast POS devices, with the following information available:

    • Manager name

    • Time the note was published and sent

    Shows the published staff note on the Today's Shift screen on a Toast POS device.
Editing staff notes

On the Staff notes screen, you can edit a staff note.

To edit a staff note

  1. On the Staff notes screen, select the staff note.

  2. Edit the staff note and then select the Save button to save your changes. To discard your changes, select the Cancel button or pull down on the screen.