Set Up Staff Roster

Set Up Staff Roster

Set Up Staff Roster

Salespoint allows you to create a staff roster for your store—or even for multiple stores. Once created, Salespoint will track how long your staff has worked. When staff sign in, the timer starts. When they sign out (not when they switch users), the timer stops.

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Switching users does not stop the timer. Staff should sign out to ensure breaks aren't counted as work time.

Requirements

Set Your Business Hours

  1. On the dashboard, select the Settings button.
  2. Under General Settings, go to the Store section.
  3. Select your store and set the opening and closing hours for each day of the week.

Set Your Staff’s Shifts

  1. On the dashboard, select Settings and go to Staff Settings.
  2. Select a staff member, go to the Hours section, and fill in their weekly shifts.

Step 1: Create a Roster

  1. On the dashboard, navigate to the Staff tab, then select the Roster sub-tab.
  2. You will see a list of your staff along with a weekly calendar. To add a shift, click on the box corresponding to the staff member and day you want to schedule.
  3. If you've already entered shifts in Staff Settings, those will appear as options. Press Add to confirm.
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If you have multiple stores, make sure to select the correct store for each staff member. You can assign up to 3 shifts per day.

Once the roster is created, you can:

  • View the roster.
  • Email the roster to individual staff members.
  • Use the Email All button to send the roster to multiple staff. Ensure all staff have email addresses entered, tick the ones you want to send to, and press Send.
  • Copy the roster to the following week.

Step 2: How It Works

  1. At the start of their shift, the staff member signs in using their username and password. The timer starts tracking work hours.
  2. When the shift ends, the staff member must sign out.
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Switching users does not stop the timer—only signing out does.

Step 3: Accessing Total Hours Worked Reports

There are two types of reports available:

Roster Report

  • Shows the hours the staff member was rostered for.
  • Displays their wage and how many hours they actually worked that week.
  • Calculates total hours and total wage.

Hours Worked Report

  • Displays the actual hours worked for each staff member.
  • Shows the total hours worked by all staff.
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To manually sign out a staff member from the dashboard, go to the Staff Report, select the Overview report type, choose the staff member, and click the Sign Out button.


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