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Clock in and clock out

A captain starts and ends their own shift from the My shift card on their Overview. When they clock out, the shift waits for a manager, who checks it on Shift & Cash Control and closes it. If the captain was holding a cash drawer, the manager counts the drawer as part of closing the shift.

For the captain

  1. On your Overview, find the My shift card and select Clock In.

    The My shift card before the shift starts: "No shift open right now. Clock in to start one." and a Clock In button.

    The card now shows your shift as Open, with a Clock Out button beside it.

    The My shift card after clocking in: State Open, a Clock Out button, and Bills this shift 0.

  2. When your shift is over, select Clock Out. A window asks Clock out?. Select Clock Out again to confirm, or Cancel to keep working.

    The Clock out? window: "Your manager will check and close your shift.", with Cancel and Clock Out buttons.

  3. The card changes to Clocked out and says "Clocked out — waiting for your manager to close your shift." There is no Clock In button until your manager has closed the shift.

    The My shift card after clocking out: State Clocked out, and the note "Clocked out — waiting for your manager to close your shift."

If you are holding a cash drawer, the card also says so while your shift is running. You still clock out yourself. Your manager counts the drawer when they close your shift.

The My shift card while holding a drawer: State Running, a Clock Out button, and a note that the shift has a drawer.

For the manager

Everything happens on Operations ▸ Shift & Cash Control. Each person's shift has its own row, with its state on the left and what you can do on the right. The line under the heading counts the shifts running and the shifts clocked out and waiting for you.

Shift & Cash Control: the heading, "3 running · 1 clocked out", the Business date and State filters, and a list of shift rows. The top row is Clocked out with an Approve clock-out button.

A shift that started on an earlier day and is still not finished stays on the list, marked with the day it started, for example From 14 Sep. Close it the same way as any other.

When the captain holds no drawer

  1. The captain's row shows Clocked out and an Approve clock-out button.

    A shift row: Clocked out, Ravi Teja, Opened 21:10, with Approve clock-out and Force-close buttons.

  2. Select Approve clock-out. The window names the person and says they hold no drawer. Select Approve.

    The Approve clock-out window: "Close Ravi Teja's shift? They clocked out and hold no drawer.", with Keep and Approve buttons.

  3. The row shows Closed.

    The same shift row, now Closed, with no buttons.

When the captain holds a drawer

At the start of the shift

  1. After the captain clocks in, their row shows Open and No drawer held.

    A shift row: Open, Ravi Teja, Opened 21:10, No drawer held, and a Force-close button.

  2. Select Open drawer at the top right. Enter a Drawer number, a Drawer name and the Opening float, which is the cash the drawer starts with. Then select Open drawer. You hold the new drawer until you hand it over.

    The Open drawer window filled in: Drawer number 5, Drawer name Counter 2, Opening float 500.

    The new drawer's row: Open, Counter 2, Opening float ₹500, with its holder and buttons.

  3. On the drawer's row, select Hand over. In Hand over to (user ID), enter the captain's user ID. Count the drawer and enter what you find: Declared cash, Declared card, Declared online / UPI and Declared on account. Select Confirm hand over.

    The count is blind: the window does not show what the drawer should hold, so you enter what is really there.

    The Hand over drawer window filled in: Hand over to 5, Declared cash 500, and the other three amounts 0.

    The captain's row now shows Running, with Close & count among its buttons.

    The captain's shift row: Running, with Hand over, Close & count and Force-close buttons.

  4. On the drawer's row, select Accept to accept the hand-over count. The window shows the difference between what was counted and what was expected. ₹0 means they match.

    The Accept declaration window: "Variance ₹0 on Counter 2.", with Keep and Accept buttons.

At the end of the shift

  1. When the captain clocks out, their row shows Clocked out and Close & count.

    The captain's shift row: Clocked out, with Close & count and Force-close buttons.

  2. Select Close & count. Count the drawer, enter the four amounts, and select Submit count & close. The captain's shift closes, and the drawer waits for your review.

    The Close & count window: "Submits a closing count for Ravi Teja and closes the shift.", the four declared amounts, and Submit count & close.

    The drawer's row after the count: Declared — pending review, with Accept, Ask to recount and Force-close buttons.

  3. On the drawer's row, select Accept. If the count looks wrong, select Ask to recount instead. It asks for a reason before you can select Request recount.

    The Accept declaration window: "Variance ₹0 on Counter 2."

    The drawer shows Reconciled and the captain's shift shows Closed.

    The drawer's row: Reconciled, Counter 2, Opening float ₹500.

    The captain's shift row: Closed.

Force-close is for abandoned shifts

Every shift that is not closed also shows Force-close. Use it only for a shift someone abandoned, such as a captain who left without clocking out. The normal end of a shift is the captain's clock-out and your approval or count, described above.