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Help centre · Step-by-step manual

Staff and HR

Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.

41.1 Staff: clock-in, commission and advances

  1. Switch it on: Settings → Features → Staff: attendance, commission, advances (the same in the program on your PC). Online, Settings → Staff holds its settings.
  2. Staff → add each person: name, phone, role, the weekly schedule, a PIN (and a card if you use cards). A person needs no login.
  3. Clock in / out at the till: tap your name, type the PIN or swipe the card — whoever is signed in. At the online till it works with the line down too and is sent later. Five wrong PINs lock that person for five minutes.
  4. Timesheets: late, early and absent against the schedule, overtime after 8 hours a day, corrections only with a reason; print, Excel, CSV.
  5. Commission: Staff settings → Commission rules — the shop's %, a % per category or product, monthly target tiers, after discounts or before. Optionally the cashier picks the salesperson on the sale. The commission report adds up to the sales report; “Post to ledger” records it once. Advances come out of the drawer as a cash out (“Advance: name”), so the X / Z report expects them.

Plans: clock-in and timesheets — Shop and up online, Silver on your PC; commission, advances and schedules — Business and Chain online, Gold on your PC. The salary here is a note only: the monthly payroll is HR's (chapter 38).

More: Clock-in, commission and advances

On this screen

Online · Clock in / out

Tap your name, type your PIN, then In or Out. Or swipe your card.

How to use this feature

Nobody on the staff list yet. · Add a person · Type your PIN · Clear · Delete the last digit · Cancel · Or swipe your card

Online · Save

How to use this feature

Online · Staff settings

Off: nothing changes on the till or in the reports.

Minutes after the scheduled start before someone counts as late (and before the scheduled end as early).

A Salesperson button on the Sell screen; the sale's commission goes to the person picked.

A line's rate: the product's % when set, else its category's, else the person's own %, else the base rate. A monthly target raises the base rate once it is reached.

When a person's commission base in a calendar month reaches the target, their base rate becomes this %.

How to use this feature

Staff: attendance, commission, advances · Off: nothing changes on the till or in the reports. · Attendance · Overtime after (hours a day) · 0 = no overtime. · Grace (minutes) · Salesperson · Pick a salesperson on the sale · Commission rules · Base rate · Commission is counted · On the price after discounts · On the price before discounts · By category

Online · Staff

Everyone who works in the shop, whether or not they sign in to the till. Each person clocks in and out with their own PIN or card on the Clock in / out screen.

4 to 8 digits. Kept scrambled: nobody can read it back.

How to use this feature

Timesheet · Commission · Staff ledger · Clock in / out · Staff settings · No staff yet. · left · Till user: · No PIN or card yet · Monthly salary · Edit · Add a person · Name · Phone

Online · Commission

How to use this feature

Print · Excel · Commission rules · No commission rules yet: everyone shows sales only. · Staff settings · Commission base · On the price before discounts · On the price after discounts · Sales · Matches the sales report · Receipts · Base rate · Person · no staff profile

Online · Staff profile

Their receipts count as theirs for commission, and they can see their own timesheet.

Someone who has left: switch off. Their timesheets and ledger stay.

4 to 8 digits. Kept scrambled: nobody can read it back.

Swipe or type the card's code. Only a fingerprint of it is kept.

For your information only: the program does not run payroll.

Leave blank to use the shop's commission rules.

Working hours each weekday; leave a day blank for a day off. Late, early and absent are counted against it.

How to use this feature

Add a person · Staff · Timesheet · Staff ledger · Name · Phone · Role · e.g. Sales, Kitchen, Driver · Start date · Signs in to the till as · Nobody (no till login) · Delivery driver · Active · Clocking in

Online · Staff ledger

Advances, deductions, commission and payouts per person. The balance is what the shop owes the person (negative: what they owe the shop).

Commission and adjustments add to the balance; advances, deductions and payouts take from it.

The cash goes out of the open shift's drawer, so the shift expects it gone.

Positive adds to what the shop owes; negative (e.g. -50) takes from it.

How to use this feature

Balances · Staff · No staff yet. · Add a person · Print · Person · Advance · Commission · Payout · Balance · left · Excel · owed to the person · the person owes the shop

Online · Timesheet

A correction never deletes anything: the original punch stays, and the correction shows as "corrected" with your reason and your name.

How to use this feature

Person · left · No staff yet. · Add a person · Print · Excel · Hours · Days worked · Overtime · Breaks · Flags · no clock-out · late · left early

Desktop · Clock in / out

Tap your name and type your PIN, or swipe your card.

How to use this feature

Tap your name and type your PIN, or swipe your card. · No staff yet: add them in Staff. · Type your PIN · Wrong PIN. · This card is not registered to any user · Choose what to record.

Desktop · Who made this sale?

How to use this feature

Desktop · Staff

How to use this feature

inactive · PIN · Card · No staff yet: add them in Staff. · Timesheet · Days worked · Hours · Overtime · Breaks · Commission · unassigned · Total · Sales · no commission rules yet (Settings, Staff settings)

Desktop · Active (can clock in)

Times as 09:00. A shift that ends after midnight: 18:00 to 02:00.

How to use this feature

Start date · None · Weekly schedule (from – to; blank = day off) · New clock PIN · 4 to 8 digits · Type the PIN again · The two PINs differ. · This card is not registered to any user · Enter the customer name

Desktop · Corrections…

How to use this feature

Corrected · No punches on this day.

Desktop · Staff and HR

How to use this feature

Add to the balance (+) · Take off the balance (−) · From the drawer

Desktop · Staff and HR · 2

How to use this feature

Desktop · Staff settings…

Switch on "Staff: attendance, commission and advances" in Settings, Features. Add each person in Staff: name, phone, role, start date, the till user they sign in as (their receipts count as theirs) and a clock PIN of 4 to 8 digits or a card. At the till, press Clock in / out, tap your name and type your PIN or swipe your card, then clock in, start or end a break, or clock out. This does not change who is signed in as the cashier, and five wrong PINs lock the name for five minutes. The timesheet shows each day's first in, last out, breaks, hours and the overtime beyond the hours set in Staff settings, with late, early, missing and absent days against the person's weekly schedule. A manager corrects a punch with a reason, and the correction stays on record. With the Gold package: set the commission rules (a base %, discounts counted or not, a % per category, monthly target tiers), pick the salesperson on a sale, see each person's commission and post it to their ledger once per period, and record advances (cash out of the drawer, shown on the X and Z reports), deductions, adjustments and payouts. Print the timesheet and the statements, or save them as Excel or CSV.

How to use this feature

Pick a salesperson on the sale · Commission rules · On the price after discounts · On the price before discounts · Commission % per category (blank = the base %, 0 = none) · Category · Monthly target tiers · Then the base % becomes

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