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
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.
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.
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.
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.
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
Access the ClockInMaster App:
- From the navigation bar, click Apps to return to the default app screen.
- Select the ClockInMaster app.
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.
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.
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
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.
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
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.
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.
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
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.
Additional Time Settings:
- You can enable a 24-hour time format if preferred, or stick to the 12-hour format.
- 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.