Who Is This For?
StoreHub merchants and employees who need to sign in to the register, clock in and out for attendance, open and close shifts, and manage the till (cash float) on POS.
Overview
This article covers using the register, recording your employees' working hours, and managing the till. You will learn how to sign in and sign out, have the POS sign staff out automatically, clock in and out, open and close shifts, and enable the close-last-shift reminder, including setting the closing time of operations in BackOffice.
Before You Begin
Employees must be added in BackOffice first. Each employee gets a unique 4-digit PIN. Refer to this article for more details.
Only one employee can be signed in to POS at a time.
The POS register must be connected to the internet to clock in or out.
Step-by-Step Guide
Sign In and Sign Out
Employees sign in with their 4-digit PIN to make transactions. Only one employee can be signed in at a time.
Sign In
1. On the POS register, tap the 'LOG IN' tab.
2. Enter your unique 4-digit Employee PIN.
Note:
If another employee is already signed in, they must sign out first (see below).
Sign Out
1. On the POS register, tap the menu icon (three lines) on the top left corner.
2. Tap 'Sign Out'.
Note:
After signing out, the next employee can sign in with their own PIN. Each employee's transactions are tracked separately under their PIN.
Sign Staff Out Automatically
You can have the POS sign a cashier out after a period of no activity.
1. On the POS register, tap the menu icon, then tap 'Settings'.
2. In the 'General' section, under 'SIGN OUT', tap 'Auto sign-out'.
3. Pick '30 seconds', '1 minute', '2 minutes', '5 minutes' or '10 minutes', or pick 'Never' to turn it off.
'Auto sign-out' only signs the cashier out, so it does not clock anyone out or close the shift.
The Kiosk 'Session Timeout' is a different setting that only resets the customer ordering screen. For Kiosk settings, see How to Set Up and Customize Your StoreHub Kiosk.
How Clocking In Relates to Your Shift
Clocking in and out records your employees' working hours for 'Timesheets', while opening and closing a shift records the till and sales for the shift report, so you can open a shift without clocking in first.
Clock In and Out on the POS
1. On the POS login screen, tap the 'CLOCK IN/OUT' tab.
2. Enter your 4-digit PIN. The POS records a clock out if you are on its 'CLOCKED IN' list and a clock in if you are not.
3. A pop-up confirms the clock in or clock out.
Several employees can be clocked in at the same time, but only one at a time can be signed in to sell.
For face capture, see How to Set Up Employee Security and Shift Reports on POS.
If an Employee Missed a Clock In or Clock Out
Closing the shift or starting a new day does not reset clocking.
If the employee's last entry was a clock out, their next PIN entry records a clock in.
If an earlier clock in was never closed, their next PIN entry records a clock out on that open entry.
To fix a missed or wrong punch, in BackOffice go to 'Employees', then 'Timesheets', and edit that entry's 'Time In' and 'Time Out', or click '+ Add' to enter a missing shift. For the steps, see How to View and Manage Employee Timesheets.
Clock In or Out While a Cashier Is Signed In
The 'CLOCK IN/OUT' tab is on the POS login screen, so a cashier who is signed in with the shift open signs out first.
1. Tap the menu icon (three lines) on the top left corner, then tap 'Sign Out'.
2. Tap the 'CLOCK IN/OUT' tab and enter the employee's 4-digit PIN.
3. To keep selling, tap the 'LOG IN' tab and sign in again with your PIN.
Signing out leaves the shift open, and the 'LOG IN' tab still shows 'Shift Open'.
Open and Close Shift
Opening a shift starts the register for the day. Closing a shift generates a shift report that tracks sales, refunds, and cancelled orders.
Open Shift
1. Sign in to the StoreHub POS app using your 4-digit PIN.
2. Tap the 'Open Shift' button at the bottom right corner.
3. Enter the starting amount (the cash float), then tap 'Confirm'. Your shift is now open.
Close Shift
1. Tap the menu icon (three lines) on the top left corner.
2. Tap 'Close Shift'.
3. Tap 'Close Register'. A screen will appear for you to enter the closing amount (the cash in your cash drawer).
4. Enter the closing amount, then tap 'Confirm'. Your shift is now closed.
Note:
If you want the cash drawer to open automatically when opening or closing a shift, enable the 'Open Cash Drawer When Opening and Closing Shift' feature in BackOffice.
Enable Close Last Shift Notification
This feature reminds you to close a previous shift before starting a new one, so your reports stay accurate.
Note:
If a shift is not closed, there will be discrepancies in your reports. Always close the shift when the operating day ends.
Set Closing Time of Operations in BackOffice
The reminder and your daily reporting cycle are based on the closing time you set in BackOffice. All reports follow a 24-hour cycle from that time.
1. In your BackOffice, go to 'Settings', then open the store or section where operating hours are configured.
2. Find 'Closing time of Operations' and select the time from the dropdown (e.g. 12 am, 5 am). The day starts from this time and runs until one minute before the same time the next calendar day (e.g. if 5 am is the closing time, the day runs from 5 am until 4:59 am the next day).
3. Save the settings. The close-last-shift reminder on POS will use this time.
Enable the Reminder on POS
1. On the POS register, tap the menu icon, then tap 'Settings'.
2. Under the 'General' section, toggle on 'Close Last Shift Notification'.
3. If you have not closed a previous shift, a pop-up notification will appear at the top of your screen. The reminder appears based on the closing time of operations selected in BackOffice.
Note:
The prompt is based on the time selection in BackOffice (Closing time of Operations).
Troubleshooting
Issue | Solution |
Cannot sign in with PIN | Make sure the employee has been added in BackOffice and has a 4-digit PIN assigned. If the PIN was recently changed in BackOffice, sync the POS first before trying to sign in with the new PIN. |
Open Shift button not appearing | Another shift may already be open. Close the previous shift first. |
FAQs
1. What happens if I forget to close a shift?
Enable the Close Last Shift Notification feature and set closing time of Operations in BackOffice. The reminder will prompt you to close the previous shift before opening a new one. If a shift is not closed, report figures can be wrong.
2. Do I need to clock in before I open a shift?
No. You can open a shift without clocking in first, because clocking in records working hours for 'Timesheets' and the shift records the till and sales for the shift report.
3. Does 'Auto sign-out' or closing a shift clock employees out?
No. Neither changes clocking, so an employee who is clocked in stays on the 'CLOCKED IN' list until they clock out.
4. Where do I set up face capture or view shift reports?
For face capture, shift reports and manager PIN approvals, see How to Set Up Employee Security and Shift Reports on POS.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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