TABLE OF CONTENTS

Step 1: Employee Creation

Employees need to be created on Studio first for with the appropriate permission access setup prior to clocking in
Please reference the Studio article here for details on creating employees
Studio Employee Setup



Step 2: Clocking-In

  1. Once the tablet has been successfully registered you will now be on EZ Dine app main login page. From the login page employees will have the ability to clock in/out and use the device
  2. The top header will list the store name, number, tablet name, and the current employee who is logged into the device
  3. Select the Clock In/Out tab
  4. Enter the four digit passcode/pin created on Studio
  5. The employee task window will be displayed were you can choose the job task you will be working as during your shift
  6. Once the task is selected your name, task, and employee color will be shown on the bottom of the login page indicating you have successfully clocked-in
  7. Anytime the clock in/out or use device tabs are selected by mistake the passcode form can be closed. Simply tap anywhere in the shaded blue area outside of the passcode form

Clocking-In


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Closing form


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Step 3: Clocking-Out

  1. Select the Clock In/Out tab on the main login page
  2. Enter the four digit employee passcode/pin
  3. The employee clock out report will print listing their shift clock in/out time, hrs worked, and the current work week hrs worked up to the date
  4. If any sales have been transacted the employee end-shift report will print after the clock out report. The end-shift report will provide the employee specific transaction reporting information


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Step 4: Clocking-Out With Open Orders

  1. Any employee clocking out with open orders will be prevented from completing the clock-out process
  2. When clocking-out the open orders window will be displayed
  3. You will have the option to close or transfer any of the current open orders
  4. Closing the order can be done by tapping the open order navigation arrow
  5. The navigation arrow will take you directly to the order and open the ticket form. Complete the actions needed to close out the order
  6. For transfering orders to another employee simply tap the checkbox to the left of the order. You can select invidual orders or multiple orders at the same time to transfer
  7. Selecting the checkbox at the top of the orders column will transfer all orders at once
  8. Currently clocked in employees will be listed on the right hand side. Tap the employee name and you will see their name highlighted in a red border and become assigned to those open orders
  9. Save changes and those open orders will now be transfered over to the new employee
  10. Once all open orders are either closed or transferred you will be able to finish the clock-out the process

Open Order


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Transfer Orders


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Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.


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