Updated Articles

  1. Custom Prompt at Clock-In or Clock-Out

    Gearwheel Menu > General Settings Scroll to Employee Data Collection Add prompt by entering your custom name, and press Add Prompt Configure the custom prompt as shown below: Make prompt Active Select whether prompt is for Clock-In o...
  2. Tips Team Share

    If two or more employees wish to combine their tip outs and split, see the following steps: 1. Run Tips per normal. Then Open Tip Bundle where you wish to create a team. 2. Press Team Share 3. Check the employees who will share, then Save & Cr...
  3. Employee Validation of Manager Time Punch Edits

    Turning On Validation of Punch Edits This article pertains to a setting where time punches originate from the POS, and only EDITS require employee validation.  From the Settings page, scroll to Locations . Select the "+" next to a location/sche...
  4. Lock or Unlock Payroll from Further Edits

    To LOCK Payroll Run Payroll by Pressing SHOW REPORT of Export as CSV Press Lock Payroll After locking, employee time data and tips will no longer be editable If you need to UNLOCK Payroll, simply repeat the running of the payroll repo...
  5. Logbook Use

    Logbook Use Entering Shift Notes Desktop 1. From the Schedule (where user's permission resides) clock the Logbook icon that corresponds with the applicable date 2. In the Logbook entry window, select the Day-Part 3. Enter Shift Notes un...
  6. Assigning Employees to Primary and Working Schedules

    From the Main Toolbar go to Employees Expose available Schedules from the dropdown selector shown below Employees will appear grouped with schedules / locations where they are able to work In addition to their one Primary locatio...
  7. Adding Personal Photo or Avatar

    Avatars can be added from Profile settings, on Desktop or Mobile. Click Avatar choice, or upload photo as shown, and press Update Account .  NOTE: If photo upload is not visible, and ADMIN may need to engage the option in General Settings >...
  8. Managing Employee Tips View Options

    To set Tips Exposure options for employees Go to the Gearwheel Menu > General Settings Scroll to Other Settings Option #1 > Show Tips From their Dashboard, an employee can see their personal Tips Total for each day Option #2 ...
  9. Tips by Day-Part Options

    A common example of grouping tips by Day-Part would be having both an AM and a PM pool or tip-out.  The following options are available.  For the following example, the division between AM and PM service is 4:00pm. ( this division can be set as des...
  10. Shift Trade Swap Additional Settings

    Shift Trade / Swap additional settings are able to be per schedule . From the gearwheel menu > General Settings Open additional schedule settings with the "+" shown below The dropdown menu below allows you to both disable Shift Trades, or n...