Staff Management

45 Articles

Manage the Time Clock

Paid time is recorded when employees clock in and out. Paid breaks are tracked by clocking in and out for breaks. These time entries are recorded in the Staff module.

Time Clock Functions

The Clock In, Clock Out, Start Break, and End Break features are recorded for timekeeping purposes. Clock in/out from shifts and breaks with your PIN or employee ID.

Payroll Report

Use the Payroll report to generate time and pay amount information to share with your payroll department in a quick and easy format.

Staff Report Summaries

Staff Reports pull together data about your staff from your Exatouch database.

Schedule and Email Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

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…

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…

Security Profiles – Added an Open Orders Option!

We’ve added a new setting to Security Profiles: Register, Access All Open Orders. Enable to allow your staff to access all Open orders to perform Edit, Join, Print, Complete, and Void actions.

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.

How to Clock In

Clock In is recorded for timekeeping purposes.

Deactivate or Delete an Employee

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

Log into Exatouch

Welcome to Exatouch! You will be prompted to log in when you first activate the system.

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…

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.

Clock Out for Restaurants

Clock Out is recorded for timekeeping purposes. If you have not already done so, you will be prompted to declare tips when clocking out.

Create Staff Types

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

Enable Automatic Time-Out

As an enhanced security measure, Exatouch allows for automatic timeouts after the system is idle for a specific time period.

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.

How to use the Services Schedule Module

Schedule services for a customer in the Services Schedule module. The Services Schedule module brings together several components: service items, staff schedule, and customer information.

Book an Appointment

Exatouch allows you to book appointments, manage schedules, and assign appointment statuses.

Create a Staff Work Schedule

Work schedules for staff members are set up in the Staff module and are booked in one-week increments.

How to Clock Out

Clocking Out is used for timekeeping purposes.