How to use Jamboree

What it's for: add your team so they can log in and receive assignments.

In the console:

1. Log in to the Jamboree web console and open Settings.
2. Open the “Invite users” tab. If your account includes Toast integration, users populate automatically from Toast.
3. See each employee's status — invited or active.
4. In the “Actions” column, invite an employee or resend an invite if they can't find the email.
5. The invitation arrives by email with a link to create an account. Plan to walk some employees through this if they don't have regular computer access.

On mobile: once an employee has created an account in a browser, they download the app on Google Play or the App Store and sign in with the same credentials.

What it's for: control what each person can see and do. Access is role-based, scoped by role and location, and can be overridden for an individual.

In the console:

1. In Settings, open the “User roles” tab.
2. See the user role for each job code and employee, along with the permissions each role entails. Jamboree uses six role tiers spanning employee through corporate.
3. Roles line up with the job codes coming from Toast — assign or adjust them here.
4. Access is scoped by location, so people see only the location(s) they belong to.
5. Override an individual's permissions when someone needs more or less than their role's default.

On mobile: what a person sees follows their role — employees see their own records and results, while managers and corporate see their team's.

What it's for: Jamboree is bilingual — English and Spanish — across both the console and the app.

In the console and on mobile: each user sets their language in their profile settings, and the navigation and content follow that choice.

What it's for: build gamified, Duolingo-style courses and see exactly who is learning what.

In the console:

1. Open Training Studio.
2. Create a course manually, or use the AI course generator to produce complete, role- and brand-specific course content — not just an outline.
3. Add lessons: reading cards, video lessons, daily practical tasks, and quizzes with six question types (multiple choice, true/false, scenario, drag-and-drop ordering, fill-in-the-blank, and matching).
4. Set sequential lesson unlock and a final assessment that issues a completion certificate.
5. Deploy the course to people, roles, or locations.
6. Track per-employee, per-lesson progress with quiz scores.

On mobile: employees work through lessons — earning XP, keeping streaks, unlocking lessons in order, passing the final assessment, and receiving their certificate. Managers can track progress from the app too. See also Digital Training & Education.

What it's for: assign policies and capture a defensible signature record.

In the console:

1. Create or upload a policy and assign it to people, roles, or locations.
2. Optionally require a short quiz after the reading.
3. Track completion as employees sign.

On mobile: policy sign-offs live alongside Training. The employee must scroll to the end before they can sign, takes any quiz, then signs on the signature pad. Jamboree captures the signature image, device, IP, timestamp, and the exact policy version. Signed policies appear under My Records.

What it's for: manage the full certification lifecycle and stay inspection-ready.

In the console:

1. Configure certification requirements by role and location.
2. Issue or upload certificates and verify them.
3. Jamboree tracks expirations and sends automated renewal alerts.
4. Print inspector-ready PDF cert binders when you need them.
5. Use the cross-location dashboard to see who's current at a glance.

On mobile: employees view their own certificates under My Certifications.

What it's for: handle write-ups, pay and tip adjustments, and incidents with a clear paper trail.

In the console:

1. Create a write-up; the employee acknowledges or declines to sign, and a decline-to-sign escalates.
2. Enter payroll and tip adjustments, which move through an approval chain.
3. File a multi-step incident report with evidence upload. Sensitive incidents can be placed on legal hold, which restricts access.

On mobile: employees see items that involve them under My HR — for example, a write-up to acknowledge. Legal-hold and restricted items are not exposed to them.

What it's for: run structured reviews with year-over-year history.

In the console:

1. Choose or define an evaluation template with 1–5 scales and goals.
2. Open a review cycle and, optionally, request a self-assessment from the employee.
3. The evaluator completes the review; AI can summarize metrics pulled from operational data.
4. Set and track goals year over year.
5. Finalize the review for the employee to acknowledge.

On mobile: employees complete self-assessments and give digital acknowledgment in the app. See also Review Cycles.

What it's for: staff your shifts against real availability and tie labor to sales.

In the console:

1. Open the Schedule Builder and choose a location and week.
2. Build shifts manually, or run the auto-scheduler to generate a schedule against submitted availability with hard conflict validation — it won't schedule someone who's marked unavailable.
3. Use the staffing matrix to tie labor to sales.
4. Publish the schedule, with an optional push to Toast.

On mobile: employees see My Schedule; managers can review the published schedule on the go.

What it's for: let staff manage their own time within your rules.

In the console:

1. Review submitted availability (AM / PM / all-day) in the availability grid.
2. Approve or deny time-off requests and see sick calls.
3. Approve shift trades (single approval).
4. Post open shifts to the Shift Market, or approve who claims them.

On mobile: employees submit availability weeks ahead, request time off, report a sick call, trade shifts, and post or claim open shifts in the Shift Market.

What it's for: turn opening, closing, and shift routines into checklists that route their own follow-ups.

In the console:

1. Open Tasks and choose a location.
2. Add a task and pick a type: opening, closing, or shift checklist; one-time; recurring; or a multi-step workflow.
3. Build it in the task builder using field types and components — text, a PDF, image, or video, an upload field for users, checklists, quizzes, temperature logs, ratings, and questions. Any component can require a signature.
4. Set up flagged-item routing so out-of-range or failed items automatically create maintenance requests and supply orders.
5. Deploy the task to people or job codes, set timing and repeat frequency, choose reviewer(s), and pick notification format — push through the app and/or SMS. Optionally generate a QR code that opens the task directly in the app.
6. Supervisors review submissions with AI-generated summaries (see Reviewing submissions).

Note: tasks currently in active use by the scheduler can't be edited.

On mobile: employees complete checklists on their phone — capturing photos and readings as they go. New items appear under Notifications; anything not yet finished stays under To-do's.

What it's for: see what's happening right now and talk to the team.

In the console and on mobile: Live View shows real-time location activity, and in-app Messaging is a shared channel for questions, comments, and updates tied to the work.

What it's for: the system of record for recipes, plating specs, and ingredients.

In the console:

1. Open the Spec Book.
2. Import specs from slide decks, or enter recipes, plating specs, and ingredients manually.
3. Keep them current — the Spec Book feeds the allergen engine and the production engine.

On mobile: staff look up dish and plating specs in the app.

What it's for: trace allergens automatically from ingredients up to menu items.

In the console:

1. Maintain ingredient allergen data in the Spec Book.
2. Jamboree traces allergens up from ingredients to finished menu items.
3. Apply corporate overrides where a location or recipe needs them.

On mobile: staff use the employee-facing allergen lookup to answer guest questions on the floor.

What it's for: count what you have and record what you lose.

In the console:

1. Set par levels for your items.
2. Run spot checks or full counts.
3. Log receipts as deliveries arrive.
4. Record waste with reason codes and cost.

On mobile: employees perform spot checks, log waste, and record counts right on the floor.

What it's for: know what to make and how much.

In the console:

1. With sales and counts flowing in, the Production Engine calculates theoretical usage from actual sales.
2. Compare theoretical usage against actual counts to see variance.
3. Get production needs — what to make and how much — for the day.

What it's for: turn operational and sales data into decisions.

In the console:

1. Sales Forecasting builds a rolling forecast base from your historical sales, which feeds scheduling, production, and inventory.
2. Marketing & Customer Intelligence surfaces customer behavior from Toast — high-value customers, at-risk guests, and loyalty performance.
3. For operational and P&L views, use Reporting and dashboards.

What it's for: your drive of documents, images, and videos used throughout Jamboree — browse it directly, or upload and pull assets as you build.

In the console:

1. Log in and open the Filing cabinet page.
2. Choose a folder, or create one with “create folder.”
3. Upload documents with the “upload” button.
4. See the creation time, creator, and size for each document.
5. Delete, download, preview, upload a new version, or move a file to a new folder with drag-and-drop.

What it's for: where management and corporate approve or deny submissions that need a signature or sign-off — your checks and balances.

In the console:

1. Open the Review page and choose the location.
2. See outstanding submissions sent to you, each with an AI-generated summary of what was submitted.
3. Open each one, add optional comments, and approve or deny.
4. If a second reviewer is set, the submission goes to them next.
5. Completing all reviews closes the submission; it's then available under My Results in the mobile app.

What it's for: where results live for monitoring progress, spotting trends, and exporting documentation for record-keeping.

In the console:

1. Open the Reporting page to review submission results and operational reporting.
2. GMs and corporate can pull operational and P&L reporting for the locations they oversee.

What it's for: the app is where employees (and managers on the go) do their training, tasks, schedule, and records. It's all on your phone.

1. After accepting the email invite and creating an account in a browser, download the app on Google Play or the App Store and sign in.
2. Notifications: new assignments, tasks, and reviews appear here; once an item is opened it leaves the tab.
3. To-do's: everything assigned but not yet completed and submitted.
4. Results: employees see their own under My Results; managers and corporate see results across employees.
5. Messages: communication tied to the work — questions, comments, and updates.
6. “…”: change your password, switch language (English / Spanish), or log out.

Training, Policy sign-offs (My Records), My Certifications, My Schedule, availability, the allergen lookup, and My HR all live in the app too.