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Staff and rotas

Attendance & HR holds your staff list, your rota, and the hours people worked.

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.