Getting Started with Probiz Software:
Step 1: Allow Vendor Bridge: This must be done under the Owners login…Here is a Video of how to allow Probiz.
Step 2: Look at the Modules you subscribed below and start the setup process. Some of the steps will be repeated with each module so you may only need to do it once (permissions is an example). You can go through the setup process yourself or you can wait and our team will help you get setup. The choice is yours.
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Checklist Setup: We clone the most used Checklist so you can get started quickly.
Step 1: Set your messaging permissions here:
Step 2: Login and Use Checklist here:
For more Checklist Training go Here:
Chicken Tracker Setup: The Tracker Setup Video is here: Here is the Setup Process:
Step 1: Make sure the IOS or Android Probiz app is the latest version.
Step 2: Power on the printer & make sure the light is green. Insert the labels, connect to the tracker printer and calibrate the labels.
Step 3: Write down the # of cases in the Freezer, Thaw and Holding areas..
Step 4: Login to Tracker wizard on your iPad here using tracker@storenumber.chick-fil-a.com with nugget as the password. Enter the Step 3 numbers into the wizard and the system will look for the printer. A popup will find “Tracker”. You will only have to click it one time. Labels will print for each step.
Step 5: Place the labels on correct freezer cases & for Thaw cabinets push the chicken back and place the labels at the front right of the trays.
Step 6: Click here and Place your allocation #s in step 5 from the Chick-fil-A allocation worksheet.
Step 7: Click here to start using Tracker. Click here for more Tracker Training.
Here are the most used Tracker Screens: Dashboard – Permissions – Allocations – Special Orders
Cooler Alerts Setup:
Step 1: Unbox the Sensors and Gateways:
Step 2: Remove the sensors from the box. Each sensor is pre-labeled with its designated placement area.
Step 3: Remove the gateway from the box and place both gateways in a central location relative to the sensors.
App Configuration:
• Open the Probiz app and follow these steps:
• Navigate to.
• Assign individuals responsible for receiving notifications.
Notification Management:
• Instructions for setting up phone and messaging alerts can be found here Menu > Temperature Sensors > Notifications
New Feature:
During a phone notification, team members can respond with “I’ve got this” to stop further alerts and calls. The system logs the responsible user in the messaging app to inform the team that the issue is being handled.
Important Contact Number:
• To prevent calls from being blocked, please add 888-299-5901 to your phone contacts.
The Setup Process can be found here including setting up the Phone and messaging alerts. A newly added feature allows your team to say “I have Got this” during a phone notification at which time the alerts and calls stop. The user that took responsibility is recorded in the messaging app so the team knows the problem has been handled.
– Be sure to add 888-299-5901 to your phone as an allowed Phone # during night: Here is how in IOS and here in Android:
Frank and Ben,
1 – Please get me what you want to say on that page for sensors setup and I need a video to attach to show them how to do these and where to put them. Ben, I can use images if you have them. Get them to me please.
2 – We need to fix the tape issue immediately and use clips. I can make them although I did just text Brad to see if they still have them. A carbine clip will work fine with a base I can build and print super fast.
3 – Ben & Ryan. I don’t see the sensors so I can only go by what you are telling me. If it is the white 3M tape thats NOT what they came with originally. The original tape did not say 3M on it and it was NOT attached to the sensors originally. I need some of these sensors asap so I can fix this issue.
4 – Lets remove them from naming anything immediately. Lets ask them what they have and name them or number them for them to get rid of this issue.
Food Labeling Setup: We clone the most used labels so you can start using Food labeling quickly.
Step 1: Install the labels, Plug in the Printer & turn it on. The light should be green
Step 2: Click here to start using Food Labeling or get more training here:
NOTE: To Calibrate the labels if they seem to be off centered click here.
HR Setup: For HR Training go here: We clone the most used stores for HR meaning you do NOT need to create custom forms to begin with. We encourage you to use the HR System for 30 days before requesting custom forms. We have also added a way for you to add the most used forms.
Step 1: Set your HR permissions here:
Step 2: Setup Notification Groups for those you want to be notified for HR issues through messaging here:
Step 3: Click here to start using HR or get more HR Training go here:
Messaging Setup:
Step 1: Set your messaging permissions here:
Step 2: Invite your employees here and invited employees will receive an email to download our app and set their password.
Step 3: By default, Probiz sets up groups for you based on Payroll. Turn this off here but you will be required to maintain your groups.
Step 4: Open your IOS / Android app to start using messaging. For Messaging Training go here:
NOTE: Latest news goes out to everyone in your company and is permission based. All other threads are based on who exist in the thread:
Shift Manager Setup: https://probizsoftware.com/shift-setup-training/
Scheduling Setup:Coming Soon
Walkthrough Setup: https://probizsoftware.com/checklist/how-to-use/
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HR Form Ben:
Form Creation:
Creating categories
Importing forms from the library
Adding and Editing fields
Advanced Settings:
Associating points or counselings
Creating notification groups
Creating follow-up forms
Creating scheduled evaluations
Employee Settings:
Vendor bridge
Inviting employees
Setting auto invite
Emails sent from
Setting up permissions
Managing pin numbers and positions
Administrative Features:
Dashboard overview
Actions needed
Historical data
PDF documentation
Adding non-payroll accounts
Store Deployment:
App View
Signatures
Effective dates
Teaching opportunities