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pos:timecards-schedules

Timecards and Schedules

Schedules

A team member can only clock in within 5 minutes of his start time as scheduled without a manager override.

Schedules determine what the user role is for that person in that clock-in session.

Scheduled hours can be copied from one week to the next. They can be printed. And the schedule is visible to all OIC users at your store. Go to OIC> Users> Schedule. Each friend has a login. No more excuses of “I didn’t see my schedule.” They got a phone; they got their schedule.

To create a schedule go to Start> Users> Schedule. To add a person to the schedule, drag the name listed on the left and drop it on the day to be scheduled. Only active users will appear on the list. Setting all permissions to “No” will make a user inactive.

The Role they are scheduled for during that shift sets the pay for that shift. A friend can have a different rate of pay for each role where they have the permission set to yes.

Managing Timecards

You can correct clocking-in errors in Timecard Management. There’s an icon on the desktop for owners and managers or you can go to Start> Users> Timecards. These are only visible to Managers and Owners. You must have owner permission to edit timecards. Managers do not see pay rates.

Timecards cannot be deleted. Any edits to timecards are recorded. The same start and end time can be entered to zero out the shift.

Payroll Report [PDF]

On the left you set the Start Date and End date for the week. Use only one week. The overtime calculation is not correct for periods over one week. If you are running the Payroll Report for more than one week, use Payroll Report [Spreadsheet] in the Report Wizard. Clicking the Open PDF button opens the PDF in a new browser tab. Clicking email sends the report to the email address of the user who is signed into POS and has his name at the top of the start menu.

Someone Forgets to Clock In

Have the team member clock in now. Then open Timecard Management and find the team member in the list. Click on the time in the “Time In” column. Enter the correct time the guy started. Click “Save Changes.” Edited timecards appear in italics.

Someone Forgets to Clock Out

Open Timecard Management and find the team member. Enter the correct time in the “Time Out” column. Click “Save Changes.” Edited timecards appear in italics.

Someone Forgets to or Can't Clock In

Open Timecard Management and click on the team member that needs to have another timecard then click “Add Timecard.” You must click on a person first or the Add Timecard button is faded out. Enter the “Date In,” “Time In,” “Date Out,” and “Time Out” for the timecard. “Add Timecard” will be greyed out until you click on the team member that needs the card. Then click “Save Changes.” Edited timecards appear in italics.

Accidently Add Timecard That is Not Needed

If you are in Timecard Management and you have not “Saved Changes” just click “Discard Changes” and close Timecard Management. When you reopen Timecard Management the timecard will not be there. If you have saved the timecard accidently just set the “Time In” and “Time Out” to the same time and save changes.

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pos/timecards-schedules.txt · Last modified: 2025/04/17 15:06 by mrjim

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