New Hire & Employee Management

16 Articles

Staff Report Summaries

Staff Reports pull together data about your staff from your Exatouch database. To run or set up a report to print or email, navigate from Home to Reports > Staff. Select a date range, provide other information, such as staff name…

New Feature: Force User Clock Out

We’ve added force clock out options to ensure staff members are clocked out appropriately at the end of the business day, or at a specific time for individual users.

Enable Training Mode

Training Mode is used to learn new features in your system, or to train a new employee. Training Mode acts as a “sandbox” that you can “play in” without affecting your real-time data. For example, in Training…

Customize Snapshot Report Preferences

Customize Snapshot and Station Snapshot reports to give you a quick overview of business data. Print your snapshot reports directly to your receipt printer.  

Fine-Tune User Access Using Security Profiles

Use Security Profile controls to define and create User Types that control access to sensitive areas of Exatouch. Fine-tune user types to suit your business needs: Allow some or all user types to override pricing, limit label…

Add a New Employee

Add new hires to Exatouch so they can log in and use the system.

Add Staff to a Service Item

When staff are linked to a service item, appointments can be booked for the service. Don’t forget to add a new employee to the services they provide.

Deactivate or Delete an Employee

When an employee leaves or is fired, you can delete or deactivate them from your system.

Difference between Staff Type and User Type

Staff type is a description of an employee’s job. User type denotes an access level within Exatouch. An employee can be assigned both a staff type and a user type.

Adjust a Time Clock Entry

The time clock captures an employee’s paid working hours. Time is tracked when employees clock in and clock out. Sometimes employees forget to clock in or out, or clock in only after they start working their shift. In…

How to Clock In

Clock In is recorded for timekeeping purposes.

Manage the Time Clock

Paid time is recorded when employees clock in and clock out.  Paid breaks are tracked by clocking out for a break and clocking in from a break.  These time entries are recorded on in the Time Clock…

Create Staff Types

Staff Types describe employee roles within your business. For example: Manager, Cashier, Delivery, Maintenance.

Exit Training Mode

Training Mode is a great tool for learning Exatouch and for training new employees! Any changes made while in Training Mode will not stick, so don’t forget to exit when training is complete.