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Clocking in and out

Lightspeed Restaurant can be used for time management along with processing orders. Depending on the user types set up in Back Office, some users (such as kitchen staff) may only use the POS to clock in and out of a shift, while other users (such as servers) may use the POS to clock in and process orders.

Users of all types must clock in before using the POS. The amount of time from when a user clocks in until they clock out is called a user shift. When clocking out, users can enter the amount of tips received during their user shift if the tip declaration feature is enabled. User reports (for users processing orders or declaring tips) are compiled for each user shift and can be printed at the end of a shift or in the Reports section of the POS.  

Understanding the Clock in/out screen

To start or close a user shift, from the Home screen tap Clock in/out. This will open the Clock in/out screen:  

4.1___Clock.png

On the left-hand side of the screen, manually search for your username with the search bar, or tap a username from the list. Users are displayed by their username, a symbol displaying a required pin or QR login code, and a tag distinguishing their user type (as determined from the Back Office). Users on this left-hand side are displayed in two groups:

  1. Shift manager users are displayed at the top of the user list. This type of user is determined from the Back Office. Shift managers are able to open or close a sales period in addition to clocking in or out.  For more information on how to open or close the POS, see Opening or closing a sales period
  2. All other users are displayed below the shift manager group. These users can clock in or out of the POS but can not open or close a sales period. Some users are configured to only use the POS for time-tracking purposes (such as chefs), while other users are sales staff and can enter the Register screen after clocking in. 

On the right-hand side of the screen, the sales period start time is displayed along with active, clocked-in users. 

Clocking in

To clock in (after a sales period has been opened):

  1. From the Home screen, tap Clock in/out
  2. Select your username from the left-hand side of the screen, or manually search for your username by using the search bar and keypad. Once displayed on screen, tap your username to clock in.
  3. If your user profile has been set up with a pin or QR code, apply your code. 
  4. Tap Yes from the pop-up window asking if you want to start a user shift. 
  5. You will be brought back to the Home screen. If you process orders on the POS, tap your username from the Home screen to go to ordering. 

Clocking out 

To clock out: 

  1. From the Home screen, tap Clock in/out
  2. Select your username from the right-hand side of the screen, or manually search for your username using the search bar and keypad. Once displayed on screen, tap your username to clock out.
  3. If your user profile has been set up with a pin or QR code, apply your code. 
  4. If you process transactions and have open orders on your account, you will be asked to transfer your orders before clocking out. See Transferring orders to another user below.
  5. Tap Yes from the pop-up window asking if you want to clock out and end your user shift. 
  6. If prompted, enter the amount of tips to declare and tap Done, or tap Skip to proceed with the amount as zero.
    To learn how to enable and use tip declaration, see Declaring tips.
  7. For POS users who process orders or declare tips, select if you want to print a user report for the shift you're ending.

Transferring orders to another user from the Clock in/out screen

For POS users who process orders, it is not possible to clock out if there are still open orders assigned to you. When clocking out, users with open orders will be prompted to transfer their orders to another user. To transfer your orders:

  1. From the Clock in/out screen, tap your username to clock out.
  2. Tap Transfer from the pop-up window asking if you would like to transfer your open orders to another user.
  3. Navigate to the Home screen to select an active user for the transfer.
  4. From the Home screen, tap an active user to transfer your open orders to. 

What's next?

If you're a shift manager, you might need to open or close a sales period and count a cash float before other users can access the Register screen. See Opening or closing a shift and Counting a cash float for more information. 

Employees can self-report, or declare, the amount of tips they leave with at the end of their user shift. To learn how to enable and use this feature, see Declaring tips.

Sales staff who access the Register screen also have access to certain user settings according to their user type. See Understanding user settings to learn more.

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