RFP requirements template

Know what your restaurant scheduling software has to do before vendors tell you.

92 requirements in 17 sections, the set behind Olive's restaurant scheduling research. Keep what applies to your operation and put the same questions to every vendor.

  • RFP templates
  • Restaurants
  • Scheduling & workforce
  • 92 requirements
  • Updated Nov 2026
  • Published Nov 2026
Create a free account

About this template

This is the requirement set behind Olive's research into restaurant scheduling and workforce software: 92 requirements in 17 sections. Eight sections cover scheduling itself, from building the schedule against forecast sales to the time clock, labor law, shift swaps, tips and the employee app. Nine cover the platform and the vendor behind it, from integrations to contract terms.

It is written for operations, IT and finance leaders choosing a scheduling platform for hourly restaurant teams, from a single restaurant to a franchise system. Each section below says why it matters and how far apart vendors are on it in the research.

How to use it

Start with the sections, not the requirements. Decide which sections carry the most weight for your operation, then go through the requirements in each one and drop what does not apply. A group with no stores in fair workweek cities may set predictive scheduling pay aside; a franchise system will weigh multi-location control and labor law compliance heavily.

Put the same list to every vendor, in the same words, and ask for a score and evidence on each line. A requirement list only compares vendors fairly when every vendor answers the same questions.

Restaurant scheduling

These eight sections cover how a restaurant schedules, clocks and pays its hourly team: building the schedule, forecasting labor against sales, the time clock, labor law, shift swaps, tips and pay, the employee app and control across locations. Most platforms handle the basics of building a schedule and swapping shifts well. In Olive's research, labor forecasting and labor law compliance are where the restaurant-focused suites pull away from simpler scheduling apps.

01

Schedule Building & Optimization

6 requirements

The schedule is the product managers touch every week. Templates, availability, role and skill rules, and labor cost shown while the schedule is built decide how long a manager spends on it each week, and whether the schedule fits the budget before it is published.

In the research, the 10 vendors score from 73 to 91 out of 100 on this section, one of the three closest in the report.

  1. Schedule Publishing With Employee NotificationsPublishing a schedule notifies each affected employee by app push, text message, or email.
  2. Daypart and Station-Based SchedulingThe product schedules staff by daypart and station, such as line, host, server, and bar.
  3. Skills and Certification Matching for ShiftsThe product assigns employees only to stations or roles they are trained or certified for, such as food handler or alcohol service.
  4. Employee Availability and Time-Off ManagementThe product captures employee availability and approved time off and prevents conflicting shift assignments.
  5. Schedule Templates and Copy-ForwardManagers can save schedule templates and copy a prior week's schedule forward.
  6. Drag-and-Drop Schedule BuilderManagers can build and edit weekly schedules on a visual drag-and-drop grid.
02

Labor Forecasting & Budgeting

6 requirements

Labor is a restaurant's largest controllable cost. Forecasting demand from POS sales in short intervals, adjusting for holidays and events, and setting labor targets by location turn scheduling from guesswork into a plan that can be checked against what actually happened.

In the research, the 10 vendors score from 48 to 92 out of 100 on this section.

  1. Forecast Accuracy TrackingThe product reports forecast versus actual sales so managers can see how accurate the forecast was.
  2. Labor Standards and Productivity RatiosAdministrators can define labor standards such as covers or transactions per labor hour by role.
  3. Labor Budget Targets While Building SchedulesAdministrators can set labor cost or hours budgets per location, and managers see the schedule against that budget while building it.
  4. Weather, Holiday and Event Forecast AdjustmentsSales and labor forecasts account for weather, holidays, or local events.
  5. Staffing Recommendations by IntervalThe product converts forecast sales or transactions into recommended staffing levels by 15- or 30-minute interval.
  6. Sales Forecasting From POS HistoryThe product forecasts sales by day and interval using historical point-of-sale data.
03

Time & Attendance

6 requirements

The time clock is where scheduled labor becomes paid labor. Punches tied to the schedule, early clock-in controls, break tracking, photo or location checks and clean exports to payroll prevent the small leaks of time that add up across a group.

In the research, the 10 vendors score from 66 to 93 out of 100 on this section.

  1. Overtime Alerts Before the ThresholdThe product warns managers before an employee reaches daily or weekly overtime.
  2. Break Tracking at the Time ClockThe time clock records meal and rest breaks and prompts employees when a break is due.
  3. Timesheet Review and Approval Before PayrollManagers can review, edit with a recorded reason, and approve timesheets before payroll export.
  4. Early and Unscheduled Clock-In PreventionThe product can block or flag punches made outside an employee's scheduled shift window.
  5. Tablet Time Clock With Photo CaptureThe product offers a tablet or kiosk time clock that captures a photo at each punch to deter buddy punching.
  6. Mobile Clock-In With GeofencingEmployees can clock in from a mobile app only when they are within a defined radius of the location.
04

Labor Law Compliance

6 requirements

Predictive scheduling and fair workweek laws, meal and rest break rules, limits for minors and overtime thresholds vary by city and state, and the penalties fall on the operator. The software should apply the rules where a store operates and keep the records that prove it did.

In the research, the 10 vendors score from 46 to 91 out of 100 on this section, one of the three widest gaps in the report.

  1. Employee Attestation and Consent RecordsThe product keeps records of employee attestations and consent, such as break waivers and acceptance of schedule changes.
  2. Minimum Rest Between Closing and Opening ShiftsThe product flags or blocks schedules that violate minimum rest between a closing shift and the next opening shift.
  3. Minor Labor Law Hour RestrictionsThe product enforces hour and time-of-day limits for employees under 18.
  4. State Meal and Rest Break RulesThe product enforces state meal and rest break rules, including California meal and rest break premiums.
  5. Predictability Pay CalculationThe product calculates the premium pay owed when a schedule changes inside the required notice window.
  6. Fair Workweek and Predictive Scheduling SupportThe product supports fair workweek rules such as advance schedule notice and good faith estimates in cities such as New York, Chicago, Seattle, and Los Angeles.
05

Team Communication & Shift Swaps

5 requirements

Hourly teams change shifts constantly. Swaps, drops and pickups that respect the rules, announcements that reach the right people and messages that stay out of personal text threads keep shifts covered without the manager making every call.

In the research, the 10 vendors score from 79 to 99 out of 100 on this section, one of the three closest in the report.

  1. Announcements With Read ReceiptsManagers can post announcements to staff and see which employees have read them.
  2. Manager Log Book and Shift NotesThe product provides a shared manager log book or shift notes for handoffs between shifts.
  3. In-App Team MessagingThe product includes group and direct messaging between managers and staff inside the app.
  4. Shift Drop and Pickup PoolEmployees can release shifts to an open pool that eligible coworkers can claim.
  5. Employee Shift Swap RequestsEmployees can request and trade shifts with qualified coworkers in the app, subject to manager approval.
06

Tip Management & Pay

5 requirements

Tips are part of pay for much of a restaurant team, and mistakes are both a legal risk and a reason staff leave. Importing tips from the POS by shift, pooling and splitting by rule, tip credit checks and passing the results to payroll take a manual reconciliation off the manager's desk.

In the research, the 10 vendors score from 47 to 94 out of 100 on this section, one of the three widest gaps in the report.

  1. Tip Credit and Minimum Wage ChecksThe product checks that tipped employees reach the applicable minimum wage after the tip credit is applied.
  2. Digital Tip Payout to EmployeesThe product pays out tips digitally to employee cards or bank accounts instead of cash.
  3. Earned Wage Access for Hourly StaffThe product or a named partner lets employees access earned wages before payday.
  4. Tip Import From the POS by ShiftThe product imports credit card and declared cash tips from the POS by employee and shift.
  5. Tip Pooling and Distribution RulesThe product calculates tip pools and distributions by role, hours worked, or points.
07

Mobile Employee Experience

5 requirements

Staff see the schedule on their phones, not in a back office. A native app for schedules, availability, time off, swaps and earnings is what makes the rest of the system used, and it is often the deciding factor for teams with high turnover.

In the research, the 10 vendors score from 78 to 99 out of 100 on this section.

  1. Hours and Earnings Visibility for EmployeesEmployees can view hours worked and estimated earnings, including tips, in the app.
  2. Spanish and Multilingual Employee AppThe employee app is available in Spanish and other languages besides English.
  3. Availability and Time-Off Requests on MobileEmployees can submit availability changes and time-off requests from the mobile app.
  4. Mobile Schedule View and Shift RemindersEmployees can view their schedules and receive shift reminders on their phones.
  5. Native iOS and Android Employee AppThe vendor provides native iOS and Android apps for hourly employees.
08

Multi-Location & Franchise Control

5 requirements

Groups and franchise systems need consistent rules across stores without taking away each manager's control of their own schedule. Region and district hierarchies, shared staff across locations, roll-up labor reporting and separation of franchisee data decide whether one platform can serve the whole system.

In the research, the 10 vendors score from 63 to 88 out of 100 on this section.

  1. Region and District Location HierarchyThe product supports location hierarchies such as region and district, with role-based access at each level.
  2. Franchisee Data SeparationThe product keeps each franchisee's employee and labor data separate while allowing franchisor-level reporting where permitted.
  3. Cross-Location Scheduling of Shared StaffEmployees can be scheduled at and clock in to more than one location.
  4. Central Labor Policies Pushed to StoresHead office can define scheduling and labor policies centrally and apply them to many locations at once.
  5. Above-Store Labor Dashboard Across LocationsAbove-store leaders can view labor and schedule performance across all locations in one view.

Platform and vendor

These nine sections cover the product underneath and the company behind it: automation, integrations, data, administration, security, implementation, support, pricing and the vendor's standing. They are easy to leave until contract stage. Pricing is the section where vendors in the research differ most, because some publish per-location prices and others quote every deal.

09

Workflow, Automation & Intelligence

5 requirements

Automation is where scheduling software saves time beyond the basics: generating a first schedule from the forecast, filling open shifts, flagging overtime before it happens and suggesting fixes. It is also where vendors' claims are hardest to verify, so ask to see it working on your own data.

In the research, the 10 vendors score from 57 to 76 out of 100 on this section, one of the three closest in the report.

  1. Send-Home Suggestions When Sales Run LightThe product recommends sending staff home or shortening shifts when sales run below forecast during service.
  2. Configurable Approval Workflows for Schedule ChangesThe product routes shift swaps, time-off requests, and schedule edits through configurable manager approval steps.
  3. Automated Fill for Open and Dropped ShiftsThe product automatically offers open or dropped shifts to qualified, available employees and assigns the shift on acceptance.
  4. Real-Time Alerts for Labor VarianceThe product alerts managers automatically when actual labor drifts from scheduled or budgeted labor during a shift.
  5. AI Auto-Scheduling From Forecast DemandThe product generates draft schedules automatically from forecast demand, employee availability, and configured labor rules.
10

Integrations, APIs & Ecosystem

6 requirements

Scheduling sits between the POS, payroll and HR. Certified POS and payroll integrations and a documented API decide how much data moves on its own and how much someone re-keys every pay period.

In the research, the 10 vendors score from 70 to 97 out of 100 on this section.

  1. Integration Directory for Restaurant TechnologyThe vendor maintains a public directory of integrations with restaurant technology partners such as POS, payroll, and HR systems.
  2. Public Scheduling and Timekeeping APIThe vendor publishes documented APIs for reading and writing schedules, employees, and time punches.
  3. HR and Applicant Tracking Sync for Hourly HiringThe product syncs employee records with HR and applicant tracking systems so new hires flow into scheduling without re-entry.
  4. POS Time Clock Punch SynchronizationThe product synchronizes punches with POS-based time clocks or replaces them without duplicate entry.
  5. Approved Hours Export to Payroll ProvidersThe product sends approved hours and pay data to major payroll providers through native integrations.
  6. Restaurant POS Sales Feed for Labor PlanningThe product imports sales data from major restaurant point-of-sale systems to drive forecasts and labor reporting.
11

Data Management, Reporting & Analytics

5 requirements

Labor reports are how operators see whether the schedule worked: scheduled against actual hours, labor cost against sales, overtime and premium pay exposure. Exports to BI tools matter for groups that report labor alongside the rest of the business.

In the research, the 10 vendors score from 62 to 86 out of 100 on this section.

  1. Workforce Data Export to BI ToolsThe product exports scheduling and timekeeping data to spreadsheets or business intelligence tools through scheduled exports or a data feed.
  2. Attendance and Turnover Analytics for Hourly StaffThe product reports tardiness, no-shows, and hourly staff turnover trends by location.
  3. Overtime and Premium Pay Exposure ReportingThe product reports incurred and projected overtime and predictive-scheduling premium pay by location and period.
  4. Scheduled Versus Actual Labor ReportsThe product compares scheduled hours and labor cost with actual clocked hours and labor cost.
  5. Labor Cost Percentage Reporting by LocationThe product reports labor cost as a percentage of sales by location, day, and daypart.
12

Architecture, Configuration & Administration

5 requirements

Roles, permissions, configurable rules and a cloud platform with no store server decide how much the system can be adapted without the vendor, and how much work it takes to run across many locations.

In the research, the 10 vendors score from 62 to 92 out of 100 on this section.

  1. Status Page for Workforce Platform UptimeThe vendor publishes a system status page or uptime commitment for its scheduling and timekeeping platform.
  2. Offline Time Clock Punch CaptureThe time clock keeps capturing punches during an internet outage and syncs them when connectivity returns.
  3. Job Codes, Stations and Multiple Pay RatesAdministrators can define stations and job codes and assign multiple pay rates to one employee.
  4. Configurable Labor Rules by JurisdictionAdministrators can configure break, overtime, and minor-labor rules per state or city without vendor code changes.
  5. Cloud-Hosted Scheduling With No Store ServerThe product is delivered as cloud software and requires no on-premises server at the restaurant.
13

Security, Privacy, Compliance & Auditability

6 requirements

Scheduling and time systems hold employee personal data and pay records. Independent security attestations, single sign-on, audit trails and data retention controls matter more as the employee count grows.

In the research, the 10 vendors score from 52 to 89 out of 100 on this section.

  1. Role-Based Access to Scheduling and Pay DataThe product restricts what managers, shift leads, and employees can view and edit by role and by location.
  2. Biometric Time Clock Consent and PrivacyThe vendor documents consent and data-handling practices for biometric time clocks under laws such as the Illinois Biometric Information Privacy Act.
  3. Audit Trail of Timecard and Schedule EditsThe product records who changed a timecard or schedule, when the change was made, and the prior value.
  4. Single Sign-On for Restaurant Managers and AdminsThe product supports SAML or OpenID Connect single sign-on for managers and administrators.
  5. Hourly Employee Personal Data ProtectionThe vendor documents how it protects and limits access to employee personal, contact, and payroll data.
  6. SOC 2 Type II Report for Workforce PlatformThe vendor holds a current SOC 2 Type II attestation covering its scheduling and timekeeping platform.
14

Implementation, Migration, Training & Adoption

5 requirements

A scheduling platform changes how every manager works. A defined rollout plan, migration of employees and schedules, and training for managers and staff decide how quickly the new system replaces the old one.

In the research, the 10 vendors score from 48 to 83 out of 100 on this section.

  1. Published Go-Live Timeline for Restaurant GroupsThe vendor publishes typical implementation timelines for multi-unit restaurant customers.
  2. Hourly Staff Onboarding to the Mobile AppThe vendor provides materials or in-app guidance to get hourly employees set up on the mobile app.
  3. Manager Training for Scheduling ToolsThe vendor provides training resources such as courses, webinars, or an online academy for restaurant managers.
  4. Employee and Schedule Data MigrationThe vendor provides tools or services to import employees, availability, and historical schedules from a prior system.
  5. Phased Rollout Method for Multi-Unit RestaurantsThe vendor documents a phased implementation approach for rolling out across many restaurant locations.
15

Support & Customer Success

5 requirements

Schedule problems happen on weekends and at opening time. Support hours that match restaurant hours, a self-service help center and a named contact for multi-unit customers decide how long a problem stays a problem.

In the research, the 10 vendors score from 65 to 91 out of 100 on this section.

  1. Review Site Ratings for Scheduling ProductThe scheduling product holds published ratings on independent software review sites.
  2. Phone and Live Chat Help for Store ManagersThe vendor offers phone or live chat support for managers in addition to email tickets.
  3. Named Success Manager for Multi-Unit BrandsThe vendor assigns a named account or customer success manager to enterprise restaurant customers.
  4. Self-Service Help Center for Scheduling and Time ClocksThe vendor maintains a public help center with articles on scheduling, time clocks, and payroll exports.
  5. Support Hours Covering Restaurant Service TimesThe vendor offers support during evenings and weekends when restaurants are operating.
16

Pricing & Contracts

5 requirements

Scheduling is often priced per location or per employee, with features split across plans. Published pricing, clear packaging, free trials and flexible terms make the total cost comparable before a sales process starts.

In the research, the 10 vendors score from 28 to 98 out of 100 on this section, one of the three widest gaps in the report.

  1. Month-to-Month Billing for Scheduling SoftwareThe vendor offers monthly billing for its scheduling product without a multi-year commitment.
  2. Volume Pricing for Multi-Unit Restaurant BrandsThe vendor offers custom or volume pricing for restaurant groups with many locations.
  3. Feature Packaging Across Workforce PlansThe vendor documents which labor, compliance, and payroll features are included in each plan.
  4. Free Plan or Trial for Restaurant SchedulingThe vendor offers a free plan or free trial of its scheduling product.
  5. Published Per-Location Scheduling PricingThe vendor publishes pricing per location or per employee for its scheduling product.
17

Company & Product Overview

6 requirements

A vendor's focus and standing shape its roadmap. Whether it was built for hospitality, who owns it, how often it ships updates and what restaurant customers of a similar size say about it are all part of choosing a system the team will use for years.

In the research, the 10 vendors score from 53 to 96 out of 100 on this section.

  1. Workforce Product Roadmap TransparencyThe vendor publishes a product roadmap or announced upcoming features for its scheduling and labor management capabilities.
  2. Enterprise Multi-Unit Restaurant DeploymentsThe vendor publicly cites a deployment covering at least 100 restaurant locations under a single customer.
  3. Workforce Product Release CadenceThe vendor publishes release notes or product updates for its scheduling platform at least quarterly.
  4. Workforce Product Ownership & Corporate BackingThe vendor discloses the ownership, parent company, or funding behind its workforce management product.
  5. Hospitality Focus of Workforce ProductThe vendor builds or markets its scheduling product primarily for restaurant and hospitality operators.
  6. Restaurant Brands Using the Workforce ProductThe vendor publicly names multi-unit restaurant or hospitality brands that use its scheduling and workforce product.

Talk to Olive

Book a conversation with the team about what you are working on.