This guide will walk you through adding staff members and managing their roles, shifts, and reports using your POS system.

Step 1: Adding Staff to the POS System

1. Navigate to Settings:

   • On your POS system, select Settings from the navigation bar.
   • Choose Features from the settings menu.
   • Input the PIN that was provided with your POS system to access the features.

2. Select the Staff Option:

   • In the Features menu, find and select the Staff option on the right-hand side.
   • This will automatically open a new record to add a new staff member.

3. Assign a Role:

   • Choose the staff role from the options at the top: Basic Staff, Manager, or Admin.
   • For example, to add a cook, select Basic Staff, enter their name, and press the green checkmark.

4. Set a PIN for Clocking In/Out:

   • The system generates a default PIN for the new staff member to use for clocking in and out.
   • You can either use the default PIN or create a custom PIN by clicking the field and entering a new number that’s easier for the staff to remember.

5. Add Additional Details:

   • Input the staff member’s mobile phone number to enable login via phone.
   • Enable the Login option to allow them to access the system.
   • Once the staff member is added, their name will appear on the left-hand side.

Step 2: Managing Staff Through the ClockInMaster App

1. Access the ClockInMaster App:

   • From the navigation bar, click Apps to return to the default app screen.
   • Select the ClockInMaster app.

2. Log in with Your Phone Number:

   • Input the phone number associated with your account, then press the green checkmark and hit continue.
   • A six-digit code will be sent to your phone, which you’ll need to enter to log in.

3. Clock In and Out:

   • Staff members can use the Home screen to clock in and out by entering their PIN on the ClockInMaster app.
   • After entering their PIN, they can also start a break or clock out by selecting the appropriate options.

4. Admin Features:

   • As an admin, you can manage other tabs such as Reports and Staff Management.
   • To access these, input your admin PIN.
   • The Reports page allows you to view shift records, and you can filter by dates or use the calendar icon to view specific time ranges.
   • You can also email reports directly from the system by entering the recipient’s email address.

Step 3: Editing and Updating Shifts

1. Adjusting Shift Records:

   • If a staff member clocked in early, clocked out late, or forgot to clock in, you can edit their shift details.
   • Use the Edit Shift feature to adjust the time manually by selecting the shift record and updating the clock-in or clock-out time.

2. Adding a New Record:

   • You can also add a new shift record if needed by selecting the Add New Record option.

Step 4: Updating Staff Details and Hourly Wages

1. Update Staff Records:

   • In the Staff Management app, click the Staff icon at the top.
   • Enter your PIN to view existing staff members.
   • From here, you can update staff details, including their role or PIN.

2. Adding Hourly Wages:

   • Unlike in the POS system, the Staff Management app allows you to add hourly wages.
   • Input the staff member’s wage (e.g., $10/hour), hit the checkmark, and then select Update.

3. Adding More Staff:

   • To add more employees, repeat the process of entering their name, assigning a PIN, adding their phone number, and specifying their hourly wage if applicable.

Step 5: Scheduling Reports and Additional Settings

1. Schedule Reports:

   • You can set up automated email reports by selecting Email Scheduled Reports.
   • Input your PIN, choose the frequency (daily, weekly, or monthly), and specify the time you want the report to be sent.

2. Additional Time Settings:

   • You can enable a 24-hour time format if preferred, or stick to the 12-hour format.
     
     

By following these steps, you can easily add staff, manage their shifts, and ensure accurate time tracking through your POS system and the Staff Management app.