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“To know I can check and see how the store is doing even without being there is very helpful.”
Reveille Joe Coffee, Coffee Shop


How to Start and End Shifts 

LOGGING IN 

It is necessary for you to log in with your four-digit PIN or swipe your badge each time you access the POS. 

Once you log in, you can clock in and clock out, start and end a financial shift, if necessary, enter customer orders, and accept payments. 

PIN ENTRY 

  1. Tap on the device. The login screen appears. 

 

  1. Enter your PIN. 

  1. Tap Login. The POS home screen appears.

STARTING SHIFTS 

The POS contains two types of shifts, Labor and Financial. All employees clock in at the beginning of a shift, but only employees who enter orders or accept payments must start a financial shift. For restaurants with breaks configured, you can also start and end unpaid breaks. 

CLOCKING IN 

  1. At the beginning of your shift, from the POS home screen, tap Clock In. The Select Job Code screen appears. 

 

  1. Tap the job code for the job you will perform during this shift. The POS home screen re-appears. Additional options may appear based on the job code you select.
  2. Tap to logout, if you are not performing order entry, or continue to the next procedure to start a financial shift. 

STARTING A FINANCIAL SHIFT 

It is necessary to start a financial shift prior to entering orders or accepting payments. When you start a financial shift, End Shift replaces Clock Out on the POS home screen. 

  1. On the POS home screen, tap Point of Sale or Takeout/Delivery. A ‘Starting New Shift’ prompt appears.
  2. Tap Yes. The POS floor plan or Takeout/Delivery appears, depending on your selection, unless you are required to select a cash drawer. If you are required to select a cash drawer, the Select a Cash Drawer screen appears.

  1. (Drawer Checkout Only) Select the cash drawer you want to use. 

NOTE: If the maximum number of users are already assigned to the cash drawer, the drawer is grayed out and you cannot assign yourself to the cash drawer.

If you are the first user assigned to the drawer and the system requires you to enter a starting bank amount, an open cash drawer prompt appears and you must enter a cash amount. 

If you are the second user assigned to the drawer, the Tabs screen appears.

  1. (Drawer Checkout Only) Tap Open to open the cash drawer so you can count the cash in the drawer. 

 

 

  1. (Drawer Checkout Only) Enter the cash amount in the drawer and tap Done.  

STARTING A BREAK 

Once you clock in, if breaks are required by the restaurant, a Start Break icon is present on the POS home screen. If you have open orders, the system prevents you from starting a break. Those open orders must be assigned to another person before you can start a break. 

1. On the POS home screen, tap Start Break. 

If a mandatory break time is required, a prompt appears. Tap Yes. 

An end break button with a timer appears. 

2. Tap to logout. 

ENDING A BREAK 

You end a break by logging in and tapping End Break. If a mandatory break time is required and you have not been on break for the required time, the system outlines the End Break button in red. You can end a break early with a supervisor’s approval.

Customer Support Article

How to Start and End Shifts

  • October 26, 2021
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Title

How to Start and End Shifts

URL Name

How-to-Start-and-End-Shifts-1

Article Record Type

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Publication Status

Online

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Last Modified By

005d0000003gwXe

Description

How to Start and End Shifts 

LOGGING IN 

It is necessary for you to log in with your four-digit PIN or swipe your badge each time you access the POS. 

Once you log in, you can clock in and clock out, start and end a financial shift, if necessary, enter customer orders, and accept payments. 

PIN ENTRY 

  1. Tap on the device. The login screen appears. 

 

  1. Enter your PIN. 

  1. Tap Login. The POS home screen appears.

STARTING SHIFTS 

The POS contains two types of shifts, Labor and Financial. All employees clock in at the beginning of a shift, but only employees who enter orders or accept payments must start a financial shift. For restaurants with breaks configured, you can also start and end unpaid breaks. 

CLOCKING IN 

  1. At the beginning of your shift, from the POS home screen, tap Clock In. The Select Job Code screen appears. 

 

  1. Tap the job code for the job you will perform during this shift. The POS home screen re-appears. Additional options may appear based on the job code you select.
  2. Tap to logout, if you are not performing order entry, or continue to the next procedure to start a financial shift. 

STARTING A FINANCIAL SHIFT 

It is necessary to start a financial shift prior to entering orders or accepting payments. When you start a financial shift, End Shift replaces Clock Out on the POS home screen. 

  1. On the POS home screen, tap Point of Sale or Takeout/Delivery. A ‘Starting New Shift’ prompt appears.
  2. Tap Yes. The POS floor plan or Takeout/Delivery appears, depending on your selection, unless you are required to select a cash drawer. If you are required to select a cash drawer, the Select a Cash Drawer screen appears.

  1. (Drawer Checkout Only) Select the cash drawer you want to use. 

NOTE: If the maximum number of users are already assigned to the cash drawer, the drawer is grayed out and you cannot assign yourself to the cash drawer.

If you are the first user assigned to the drawer and the system requires you to enter a starting bank amount, an open cash drawer prompt appears and you must enter a cash amount. 

If you are the second user assigned to the drawer, the Tabs screen appears.

  1. (Drawer Checkout Only) Tap Open to open the cash drawer so you can count the cash in the drawer. 

 

 

  1. (Drawer Checkout Only) Enter the cash amount in the drawer and tap Done.  

STARTING A BREAK 

Once you clock in, if breaks are required by the restaurant, a Start Break icon is present on the POS home screen. If you have open orders, the system prevents you from starting a break. Those open orders must be assigned to another person before you can start a break. 

1. On the POS home screen, tap Start Break. 

If a mandatory break time is required, a prompt appears. Tap Yes. 

An end break button with a timer appears. 

2. Tap to logout. 

ENDING A BREAK 

You end a break by logging in and tapping End Break. If a mandatory break time is required and you have not been on break for the required time, the system outlines the End Break button in red. You can end a break early with a supervisor’s approval.