Operations, reports & settings

Tasks

HR → Tasks — checklists for the team (opening, closing, cleaning) and who ticked off what.

1. Add task — Title (e.g. Unlock the front doors), Details, and a Checklist name to group tasks (e.g. Opening).
2. Assigned to — Everyone, A department, A position or One person.
3. Repeats — Once (on a date), Every day, or On certain days of the week, with an optional start date.
4. Optional: Due by time, and Needs a note when done (e.g. a temperature reading or a count).
5. Save. Turn Task is active off to pause it.

• Today's tasks shows every task due on a day, who did each one and when. Staff tick tasks off in My Work → My Tasks; a task shared with a team only needs doing once.
• All tasks lists every task to edit or delete.
• Last 30 days shows completion per task: Done, Missed or Not due for each day, with an overall rate.
• After the Due by time an undone task shows as Overdue: the people it's assigned to get one email, and managers get a summary.

Manager Log

HR → Manager Log — notes from shift to shift.

• New entry — Category (General, Incident, Maintenance, Customer, Staffing, Safety, Sales), Title (e.g. Court 2 light out) and What happened.
• Tick Needs follow-up to keep it on the open list until someone clicks Mark resolved (Reopen if needed).
• Search the log and filter by category and dates. Open follow-ups also show on the HR Overview.

Announcements

HR → Announcements — post news to the whole team or a department, position or person.

• New announcement — Title, Message, Who it's for, and optionally Hide after a date.
• Pin to the top — pinned announcements are shown first.
• Ask people to acknowledge it — each person taps I've read this, and you can see who hasn't.
• Also email it — everyone in the audience with an email address gets a copy.
• Who's seen it shows who has read (or acknowledged) it, and when.

Staff see announcements in My Work → Announcements and on My Week.

Messages

Direct and group messages live in My Work → Messages — for managers and staff alike. See My Work.

HR Reports

HR → Reports — pick a report and a period (this week, last week, this month, last month, last 90 days or custom), optionally a department. Every report can be Export CSV'd or Printed.

Report	Shows
Labor cost summary	Scheduled and actual hours and labor cost per day, against sales
Scheduled vs actual hours	Hours each person was scheduled for against the hours they clocked
Hourly labor costs	Labor hours and cost by hour of the day — spot over- and under-staffed hours
Labor by position	Hours and cost per position, scheduled and actual
Labor by department	Hours and cost per department, scheduled and actual
Overtime	People who went into (or close to) overtime, by workweek
Sales summary	Sales per day with actual labor cost and labor percentage
Scheduled vs actual clock-ins	Shifts where someone clocked in or out well off the schedule, or didn't show
On-time arrival	On-time rate per person against their published shifts
Attendance exceptions	Late arrivals, no-shows, missed clock-outs and missed breaks per person
Shift feedback	End-of-shift ratings and comments
Time off taken	Approved time off by person and type
Headcount & turnover	Active employees, hires and terminations per month, with turnover
Certificates	Every certificate on file with its expiry status
Payroll summary	Finalized payroll runs: hours, tips and gross pay

Labor cost summary, Hourly labor costs, Sales summary and Payroll summary need HR Payroll; in the other reports, cost columns are hidden without it.

HR Settings

HR → Settings — one tab per area.

Scheduling

Work week start (default Monday), late grace period, early clock-in prevention, auto clock-out, the "hasn't clocked in" alert, clock-in / clock-out reminders, the default Weekly labor budget, who approves availability and shift requests, whether employees see only their own schedule, whether managers schedule only their own departments, showing bookings and league games, and the Minor (child labor) warnings — see Scheduling and Time clock.

Time clock

Time tracking on/off, unscheduled clock-ins, the kiosk, tip declaration and shift rating at clock-out, rounding, and the IP restriction — see Time clock.

Overtime

Weekly, daily and double-time thresholds and rates, the approaching-overtime warning, overtime emails and holiday pay — see Payroll.

Breaks

Meal and rest break rules, missed-break corrections, waivers and full-break enforcement — see Time clock.

Pay schedule

Pay frequency, period start, payday and locking approved time cards — see Payroll.

Tips

Pooling method, pool positions and shares, card fee, daily split and declared tips — see Payroll & tips.

Time off

Most people off per day, notice, hours in a day and partial days — see Time off.

Notifications

To employees	To managers
Email the schedule when it's published (on)	New time off, availability and shift requests (on)
Text the schedule when it's published (off)	Overtime alerts (on)
Email updates on their requests (on)	New job applicants (on)
Shift reminder (default 2 hours before)	Daily summary (off)
	Certifications about to expire (on, 30 days before)

Emails use the facility's email setup; texts need text messages set up under Administration. Each employee can also turn email or texts off on their profile.

Hiring

The public careers page on/off and its introduction, and the default onboarding packets for employees and contractors — see Hiring.

Lists

Separation reasons (used when terminating) and Performance review criteria.

Import

Import from Homebase — see HR overview.