Best Practices for Getting the Most Out of CheddrSuite

Following best practices in CheddrSuite helps you maximize efficiency, reduce errors, and get the most value from the platform. This guide shares recommended workflows and tips based on how successful restaurant operators use CheddrSuite.

Keep Employee Profiles Up to Date

Accurate employee data is the foundation of everything in CheddrSuite. Regularly review and update your team's profiles to ensure correct job titles, pay rates, contact information, and certifications. When an employee's role changes, update their permissions promptly so they have appropriate access. Archive employees who have left rather than deleting them — this preserves historical data for reports.

Build Schedules at Least One Week in Advance

Publishing schedules at least 7 days ahead gives employees time to plan their lives, reduces last-minute call-outs, and ensures adequate staffing. Use CheddrSuite's shift templates and copy-week features to speed up schedule creation. After building the schedule, use the Labor Cost Preview to check your projected costs against your sales forecast before publishing.

Set Par Levels for All Inventory Items

Par levels tell CheddrSuite the minimum quantity you want to keep on hand for each ingredient or supply. When stock drops below par, CheddrSuite will flag it automatically. Spend time setting accurate par levels for all items when you first set up Inventory — it pays off quickly in reduced over-ordering and fewer stock-out situations.

Use the Daily Checklist Feature for Openings and Closings

Create standardized opening and closing checklists in the Tasks module and assign them to the appropriate roles. This ensures consistent execution across shifts and locations, and gives managers visibility into completion status without being physically present.

Review Reports Weekly

Set aside time each week to review your Labor Cost Report and Sales vs. Labor report. CheddrSuite's reports are most valuable when reviewed consistently. Look for patterns — days with high overtime, low-volume days that are overstaffed, or departments where labor costs are trending upward. Use these insights to make proactive adjustments to future schedules.

Connect Your POS for Real-Time Visibility

If you haven't already, connect your POS system to CheddrSuite. Real-time sales data allows CheddrSuite to calculate your actual labor cost percentage as the day progresses, giving managers the information they need to make smart labor decisions during the shift.

Communicate Through CheddrSuite

Use CheddrSuite's messaging feature as your primary channel for schedule-related communications. This keeps a record of all notifications, reminders, and approvals in one place. Encourage employees to set up mobile notifications so they see schedule updates and messages promptly.

Train New Managers Thoroughly

When adding a new Manager to CheddrSuite, take time to walk them through the platform. Share this Help Center with them and encourage them to explore reporting and scheduling features. Managers who are comfortable with CheddrSuite get more value from it and make better-informed operational decisions.

Audit Your Integrations Monthly

Check your integration health once a month by reviewing Settings > Integrations. Confirm all connections are active and syncing, and verify that data in CheddrSuite matches what you see in your POS or payroll system. Catching sync issues early prevents larger discrepancies in reports and payroll.

Take Advantage of CheddrSuite Support

Our support team and Help Center are here to help you succeed. If you're not sure how to use a feature or want advice on how to configure CheddrSuite for your workflow, don't hesitate to reach out via live chat. We regularly publish new guides, webinars, and product updates — subscribe to our newsletter to stay informed.