Our aim is to help you to understand CLEARVIEW and we are committed to helping you to get the most out of it. There's so much that CLEARVIEW can do for you, but you may not always know where to start. We have compiled a list of recorded webinars that are meant to be a starting point on various topics.

Once you've gone through a webinar, you can always refer to our User Guide which details all the functions available to you on each page. If you still need more information, visit our Help & Support page. You can also contact us on training@clearviewconnect.com to discuss custom training sessions for your organization.

English / Français

English

Administration

How to Create CLEARVIEW Users

This session walks a user through how to create security templates, users, system overrides along with best practices and tips.

Length: 22 mins

Financial

Daily Entry

This session walks a user though how to use the Daily Entry function for financial features (excludes waste & time cards).

Length: 34 mins

Financial Reporting

This session will review all reports in Cash Sheet (excluding labour and waste reporting), all financial and status reports.

Length: 23 mins

Forecast - Introduction & Set-Up

This session will review how a forecast can help improve your business and walk through the forecasting setting.

Length: 20 mins

How to Create a Forecast

This session will walk you through how to create a forecast.

Length: 20 mins

How to Create a Promotion

This session will walk you through how to create and manage a promotion.

Length: 12 mins 57 secs

Labour

How to Create Employees

This session will review how to create employees manually and using an import process.

Length: 12 mins 33 secs

Employee File

This session will walk you through the numerous features and functions offered in an electronic employee file. Learn how to change pay rates, enter reviews, track alerts, manage certifications, rehire employees, and other HR related features.

Length: 37 mins 24 secs

Employee Reporting

This session will walk through the available HR and labour related reports.

Length: 12 mins 38 secs

Daily Entry - Time Cards

This sessions details how to create, edit and manage daily time cards and missed shifts.

Length: 20 mins 14 secs

TimeShark

This session will detail the process of how the employee would punch in and out at the restaurant level, TimeShark Web and all TimeShark settings and reporting within CLEARVIEW.

Length: 32 mins 28 secs

Payroll Set-Up & Export

This session will take you through the steps to prepare you to use CLEARVIEW to integrate and export the data into your payroll package.

Length: 10 mins 11 secs

Statutory Holiday Pay

This session will take you through the steps to prepare you to use CLEARVIEW to determine eligibility for statutory holiday pay and how to generate the time cards.

Length: 14 mins 41 secs

Accounting Set-Up & Export

This session will take you through the steps to prepare you to use CLEARVIEW to integrate and export the data into your accounting package.

Length: 8 mins 5 secs

Schedule

This session will take you through how to use the scheduling tool in CLEARVIEW.

Length: 31 mins 48 secs

An interactive click through training tour is also available and can be accessed here.

Inventory

Product Set-Up

This session will go how to create and edit products including how to manage count methods.

Length: 14 min 15 secs

Inventory Count Set-Up

This session will take you through the steps to prepare you to enter your inventory counts in CLEARVIEW.

Length: 26 mins

Invoicing

This session will go through how to enter invoices for integrated and non-integrated suppliers and electronic invoicing.

Length: 15 mins

Waste Set-Up & Entry

This session will take you through the different types of waste and the steps needed to prepare CLEARVIEW to be able to enter waste.

Length: 21 mins 35 secs

Waste Entry & Reporting

This session will take you through how to enter your daily waste and review waste reporting.

Length: 9 mins 25 secs

Inventory Reporting

This session will take you through how to enter your daily waste and review waste reporting.

Length: 25 mins 46 secs

Inventory Troubleshooting

This session will take you through how to troubleshoot when you are experiencing variances between your actual and theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded..

Length: 45 mins 43 secs

Suggested Ordering & Stock Level Assessment

This session reviews inventory usage and requirements for suggested orders and the Stock Level Assessment report.

Length: 26 mins 36 secs

Français

Introduction à CLEARVIEW

Cette session vous présente la navigation de base dans CLEARVIEW ainsi que les nombreuses fonctionnalités nécessaires pour la configuration initiale. Vous apprendrez à naviguer dans le système, à définir une page d'accueil, à gérer vos favoris, vos abonnements, et plus!

Longueur: 25 mins

Comment créer des utilisateurs CLEARVIEW

Cette session explique à un utilisateur comment créer des modèles de sécurité, des utilisateurs CLEARVIEW, des meilleures pratiques et des conseils.

Longueur: 7 mins

Entrée Quotidiennne

Au cours de cette session, nous discuterons de ce qui devrait être établi en tant que processus quotidien dans CLEARVIEW. Nous couvrirons les informations bancaires, les méthodes d'équilibrage, les déboursements, les ristournes/rabais, les corrections manuelles et les quarts de travail manqués.

Longueur: 14 mins 26 secs

Sommaire de Caisse

Nous couvrirons votre sommaire de caisse quotidienne, la gamme des produits, les ventes horaires, le coût de la main-d'œuvre, les rapports exécutifs et les rapports comptables.

Longueur: 18 mins 42 secs

Introduction à l’inventaire

Au cours de cette session, nous découvrirons les principes fondamentaux du suivi des inventaires dans CLEARVIEW. Le but est de préparer votre système à la gestion des stocks et de comprendre comment fonctionne l'utilisation dans CLEARVIEW.

Nous définirons l'utilisation réelle, l'utilisation théorique, passerons en revue les différents types de fournisseurs et définirons la différence entre un produit et un article d’inventaire.

Longueur: 8 mins 5 secs

Gestion des Employé(e)s

Cette session présentera les nombreuses fonctionnalités et activités offertes dans un dossier d'employé. Découvrez comment modifier les taux de rémunération, saisir des avertissements, suivre les alertes, gérer les certifications, réembaucher des employés et d'autres fonctionnalités liées aux RH.

Longueur: 25 mins 25 secs

Prévision

Cette session examinera comment une prévision peut aider à améliorer votre entreprise et parcourra le paramètre de prévision. Cette session vous expliquera comment créer et modifier une prévision, et vous expliquera comment créer et gérer une promotion.

Longueur: 22 mins 35 secs

Rapport Financier

Cette session passera en revue tous les rapports financier dans le Sommaire de Caisse (à l'exclusion des rapports sur la main-d'œuvre et les pertes).

Longueur: 5 mins 32 secs

Horaire

Cette session vous expliquera comment utiliser l'outil de planification dans Clearview.

Longueur: 32 mins

Une visite interactive de formation par clic est également disponible et peut être consultée ici.