Question 1

Connect EasyTeam to Shopify POS

Accepted Answer

EasyTeam allows you to perform quick actions right from your POS. These actions appear as POS tiles, and include a time clock, schedules calendar, and store checklists.

How to add a tile to the POS dashboard

On the main screen of the Shopify POS, click on 'Add tile' > Apps > Staff Management - EasyTeam:
Select which tiles you'd like to add to your POS (Clock-In/out, View/Edit Schedules, Store Checklists):

| Yey! Your new tile will appear on your dashboard, and will allow you and your team to access quick actions, such as clocking-in right from the POS.

|| If you can't see the 'Add tile' option on your POS, ask the store's admin to provide you the "POS Customization" permission on the Shopify Admin.

Question 2

Adding Staff Members

Accepted Answer

Learn how to add a single profile, import your Staff from Shopify, or share a link so they can self-register.

Once you have your account created, you'll need to add your employees so you can schedule them, track their time and calculate their payroll.

On EasyTeam, go to the Staff page, and click on Add New Staff.

There are three options for adding employees.

1. Adding employees from your Shopify account

EasyTeam connects to your Shopify store, so you can easily import your staff.

Once the Pop-Up appears, under the title 'Add directly from my Shopify store', select the staff you'd like to add to EasyTeam.

Once you selected all of your staff, they will appear on the right side, under the Added Staff section:

Once done, click on Send Invitations.

|| An email will be sent to your staff in case they would like to register to EasyTeam. With that being said, they don't need to register in order to clock-in/out, or use EasyTeam's features from the Shopify POS. Once you add their PIN code, they're all set.

2. Adding employees outside of Shopify

Some employees are not on the frontline or part of your store's team. EasyTeam allows you to add employees outside of Shopify, so they will also be able to clock in and out without the Shopify POS.

Under the title 'Add Non-Shopify Staff', enter

Question 3

How can my staff see their schedules?

Accepted Answer

Inviting your employees to join your company account allows them to set up their own individual login. This means they are able to access their own personal account where they can view the schedule from anywhere.

Employees can view their schedules in two main ways:

Access schedules from the POS dashboard

Accessing Schedules from the POS

| Employees are recognized with a PIN code, and EasyTeam loads the location's schedule along with their permission abilities (managers, for example, will be able to create/edit shifts at the point of sale).

Additionally, they can access their schedules through EasyTeam's website (via desktop or mobile)

|| Still have any questions? Feel free to reach out to us using our live-chat, at the bottom right corner 🙂

Question 4

How do I edit timesheets?

Accepted Answer

Learn how to edit timesheets

When it comes to editing timesheets, there are two main scenarios:

You might want to add a new shift to one of the staff members (in case they forgot to clock-in, for example).
You might want to modify one of the registered shifts.

Adding a new shift

Adding a new shift is easy. Head to the **Timesheets **page, and click on the **View **button next to the staff member you'd like to add a shift to.
Click on the Add Shift button, and add the shift's details. When you're done, click Save.

Modifying an existing shift

Head to the **Timesheets **page, and click on the **View **button next to the staff member you'd like to modify one of the shifts.
Click on the** Edit Shift** icon next to the shift you'd like to edit. Once you're done, click Save.

|| Editing the timesheets is allowed to **Admins **only.

|| Still have any questions? Feel free to reach out to us using our live-chat, at the bottom right corner 🙂

Question 5

Add EasyTeam tiles to Shopify POS

Accepted Answer

EasyTeam allows you to perform quick actions right from your POS. These actions appear as POS tiles, and include a Time clock, schedules calendar, and store checklists.

How to add a tile to the POS dashboard

On the main screen of the Shopify POS, click on 'Add tile' > Apps > Staff Management - EasyTeam:
Select which tiles you'd like to add to your POS (Clock-In/out, View/Edit Schedules, Store Checklists):

| Yey! Your new tile will appear on your dashboard, and will allow you and your team to access quick actions, such as clocking-in right from the POS.

|| If you can't see the 'Add tile' option on your POS, ask the store's admin to provide you the "POS Customization" permission on the Shopify Admin.

Question 6

How to assign PIN codes to my staff?

Accepted Answer

If your company has set up a time clock, schedules, or checklists inside one of your Shopify POS locations, you will need to assign PIN codes to your staff members.

1. Go you the Staff page inside EasyTeam

After adding your staff members, click on Show / Edit Details next to the staff member you'd like to set up a PIN code for.

2. Assign the PIN code for the staff member

At the right, you should see a POS PIN title. The PIN code should be a unique four-digit code for the whole brand.

| To save your team from having to remember two separate PIN codes, use the same code as the Shopify POS.

Hit Save, and you're done!

If this article did not solve your issue, our support is available for you through the live chat as well, just heat the widget at the right corner of this page.

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