Welcome to Square POS Early Access Program for Team Management. We’re super excited to share this new feature with you.
With this feature, there is now an all-in-one solution for managing employees. You will be able to add team members, give them login credentials, and even assign them to a particular store location from the Team applet.
Setting Up Your Team
Visit Team in your POS.
Click the + button at the top of the screen.
Input the team member’s details on the Create team member screen: a. Be sure to set first name, last name, email address, permissions, passcode, hourly or salary, and the location of the team member.
Select Save in the upper-right corner.
Setting Up Your Schedule
Visit Timecards in Dashboard.
Click the Shifts on the left hand side of the screen.
You should be able to select the week you’d like to schedule for at the top, and assign shifts by Team Member or Jobs.
Click on the + option under the day you’d like to schedule next to the team member or job you’d like.
A screen will appear that will allow you to select the day and hours that you’d like to assign. You can also select a color for this shift, write notes, or make this a shift template.
Select Save in the lower-right corner.
Once all shifts are imputed, select Publish in the upper-right corner.
For all team members that have an email on their profile, they will be automatically notified of the shift being published, unless you select otherwise.
Scheduled vs. Actuals
Included in Team Plus, Timecard reporting has been updated to allow you to view how your scheduled hours compare to the actual hours your team members worked. In both Workday and Labor cost, you can now view: upcoming scheduled shifts, alerts for early, late, and no show clock-ins. As a reminder, you can access Team Plus scheduled features through a stand alone Team Plus subscription, as well as through an Appointments, Retail Pro, Restaurants Pro, or Payroll subscription.
If you are having any trouble accessing or using the new Team Management feature, please email us at firstname.lastname@example.org. You are also invited to join us in our Seller Community to provide us with feedback and participate in discussions with other Beta Sellers.