Staff Management

66 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…

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.

New Report: Payroll Report

We’ve added a new staff report: Payroll report. Use it to generate information to share with your payroll department in a quick and easy format.

Use Date Filters to Customize Your Reports

Custom and pre-set date filtering makes creating many of our reports a breeze. Run a single report for custom or pre-set date ranges and periods, or schedule one or more reports with varied ranges to suit your…

Updated Pay In/Out Report

We’ve expanded the Pay In/Out report to group and specify payments in and out on a per-station basis for environments running one or more Exatouch stations.  

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.

Ratings Reports

Two customer experience ratings reports detail the scores left by customers who use your touchscreen customer facing display.

Schedule 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…

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…

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.

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.

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.

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…

Log into Exatouch

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

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 Scheduling Module

Schedule services for a customer in the Scheduling module.  The Scheduling 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.