How to Create and Edit Shifts
- This document covers a step by step guide to creating shifts in the Basket point of sale system.
- Using the navigation drop-down menu on the upper left hand corner of the screen, select Admin > Time Clock Report
Upon navigation to the Time Clock Report page, you will be presented with the ability to add a shift.
Adding a Shift
- To add a shift, click on the “Add Shift” button. This will bring you to a shift creation form, where you are required to input all mandatory fields.
- These mandatory fields include the name of the user/employee that you are creating the shift for, the store that the employee has been registered under, and both the date and time for the start and end periods of their shift.
- When adding the date, please select the proper month from the drop down, the correct date, and the exact time in which the employee both started and ended their shift.
- To save the shift, click the green checkmark towards the top right of the form.
If a shift was successfully created, you will be presented with a success message, and the newly added shift will be found populating the Time Clock Report page.
Viewing Totals:
- You can view the total amount of hours worked within a shift.
- To view totals, click on the “View Shift Totals” toggle towards the top right of the Time Clock Report page. This will prompt you to enter a date range to view all totals under. Please enter a valid date range, then click the green checkmark button towards the top right of the form.
- If a valid range was entered and shifts exist under the range, you will be able to see all shifts and the total amount of hours worked during those shifts within the range specified.
Locating and Editing a Shift:
- To find a previously created shift, you can use the search function. Click on the Search Bar, and input an employee’s name, or date of their shift to bring up results that match your input.
- Additionally, you can filter by start and end date. To filter, click the “Calendar” button towards the top of the screen under “Date Range” to bring up any shifts created during this time period.
- To edit a shift, locate the row of the shift you wish to edit, and click the green edit button. This will bring a form populated with information pertaining to that shift.
- When editing, ensure all mandatory fields are filled out and that the date range is valid. After all desired fields have been updated, click the green checkmark towards the top right of the form to save the shift.
Deleting a Shift:
- To delete a shift, locate the row of the shift you wish to delete, and click the red trash button. This will prompt you if you want to delete the selected shift. If yes, then continue to click “Delete” and the shift will be removed from the Basket point of sale system.