Staff and rotas
Attendance & HR holds your staff list, your rota, and the hours people worked.
Which screen for which job
Section titled “Which screen for which job”| You need to | Go to |
|---|---|
| Keep a staff list | Employees |
| Define your shift patterns | Rotas and attendance |
| Put people on the rota | Rotas and attendance |
| Handle a swap request | Rotas and attendance |
| Record hours worked | Hours and commission |
| Approve overtime | Hours and commission |
| Pay a salesperson commission | Hours and commission |
Two different things both called a “shift”
Section titled “Two different things both called a “shift””This trips people up constantly.
| A workforce shift | A rota pattern — Morning, 8am to 4pm. Lives in Attendance & HR. About who is working when. |
| A cashier shift | A till session with an opening float and a closing count. Lives in Financials → Cash & Till. About money in a drawer. |
They are separate records with separate screens, and nothing connects them. Being rostered on does not open a till, and opening a till does not mark you present.
See Banking and cash for the money side.
| Plan | |
|---|---|
| Employees | Standard |
| Shift assignments, shift handovers | All plans |
| Shifts, attendance policies, timesheets, overtime, swap requests | Professional |
| Commission rules and records | Professional |
Note that shift assignments are available on every plan but the shifts they refer to need Professional — so on a lower plan you can reach the rota screen with nothing to put on it.