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How to Add a Staff Member?

Add staff through Shopify, then prepare them to track time or view published schedules in POS Time Tracker.

Written by Phillip Araujo

POS Time Tracker uses the staff members already set up in Shopify. You do not create a separate staff account or send another invitation from POS Time Tracker.Complete Steps 1 and 2 first. Then follow the section for what the staff member needs to do: track time or view a published schedule.

STEP 1: ADD THE STAFF MEMBER IN SHOPIFY

  1. In Shopify Admin, add the staff member in your Shopify staff settings.

  2. Give them access to Shopify POS if they will track time or view their schedule on a POS device.

  3. Add the correct email address if they will use the staff portal or receive schedule emails.

  • Collaborators and invited users may not appear as staff in POS Time Tracker.

  • POS Time Tracker identifies each staff member by their Shopify Staff ID.

STEP 2: CONFIRM THEY APPEAR IN POS TIME TRACKER

  1. Open POS Time Tracker in Shopify Admin.

  2. Go to Staff.

  3. Search for the staff member by name or Staff ID.

No separate activation step is required. Before the staff member clocks in, is scheduled, or has schedule locations assigned, their staff details and clock activity may not be available yet.

TRACK TIME IN SHOPIFY POS

To let the staff member clock in and out:

  1. Make sure the staff member has Shopify POS access and their POS role can use apps that work with Shopify POS. If the tile is disabled for them, see Why Is the Smart Tile Disabled for Some Staff?

  2. Add the POS Time Tracker tile to the Shopify POS smart grid if it is not already there.

  3. Have the staff member open Shopify POS with their staff account and tap the POS Time Tracker tile.

  4. Tap Clock In.

After clocking in, the staff member can use the same tile to Take Break, End Break, and Clock Out. See How Do Staff Record Breaks? for the break workflow.

CREATE AND SHARE THEIR SCHEDULE

To create a schedule for the staff member and let them view it:

  1. In POS Time Tracker, go to Schedule.

  2. Choose the location and week.

  3. Add a shift for the staff member and save it.

  4. Publish the schedule when it is ready to share.

Published shifts can be viewed from the My Schedule tile in Shopify POS or the staff portal. The staff member needs the correct email address in Shopify to use the staff portal or receive a schedule email.

For the complete scheduling workflow, see Create and Publish Staff Schedules.

OPTIONAL: CONTROL WHICH SCHEDULE LOCATIONS THEY APPEAR UNDER

If you schedule by location, you can limit which locations the staff member appears under in the scheduler:

  1. Go to Staff and select one or more staff members.

  2. Choose Assign Schedule Locations.

  3. Select the locations where they should appear, or leave all locations unselected for Any location.

  4. Click Apply.

On plans with a staff limit, a staff member counts toward that limit when they first clock in, are first added to a schedule, or have schedule locations applied.

TROUBLESHOOTING

THE STAFF MEMBER DOES NOT APPEAR

  1. Confirm the staff member exists in Shopify staff settings.

  2. Confirm they have a first name in Shopify and are not an invited or collaborator account.

  3. Refresh POS Time Tracker and search by name or Staff ID again.

  4. If they still do not appear, contact support with your shop domain and the staff email or Staff ID.

THE STAFF MEMBER CANNOT USE THE POS TIME TRACKER TILE

Confirm they have Shopify POS access and their POS role can use apps that work with Shopify POS. See Why Is the Smart Tile Disabled for Some Staff?.

THE STAFF MEMBER CANNOT SEE A SCHEDULED SHIFT

Confirm the shift was added for the correct staff member and the schedule was published. Then make sure the staff member is using their own Shopify POS staff account or the email address saved to their Shopify staff profile.

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