Adding and Managing Store Staff
With ReceiptRoller, you can register and manage staff for each store. Staff information links to features such as shift management and sales reports.
Adding staff
From "Staff Management" on the store dashboard, click the "Add" button and enter the staff member's information.
The fields you can enter are as follows.
- Display name (required)
- Full name (first / last)
- Employee number
- Job title
- Employment type (full-time / part-time or hourly / contract employee / other)
- Phone number / email address
- Hourly wage
- Hire date / date of birth / address
- Emergency contact (name / phone number / relationship)
- Profile photo (JPG / PNG / WebP, up to 5MB)
- Notes
Once you've finished entering the details, click "Save" to register the staff member.
Assigning staff to multiple stores
On the staff registration/edit screen, you can select multiple stores a staff member is assigned to using checkboxes. This lets you manage staff who work across multiple stores under a single record.
Editing and deactivating staff
Click a name from the staff list to open the detail screen, where you can edit the staff member's information. If their employment status changes, you can deactivate the staff member by turning off the "Currently employed" toggle. Even if deleted, the data is retained (soft delete).
Checking the staff list
The staff list lets you check the following information.
- Name / employee number / job title
- Employment type
- Assigned store
- Phone number
- Employment status (currently employed / retired)
You can use keyword search on name, email address, phone number, employee number, and other fields, and filter by assigned store, employment type, or employment status.
Staff sync from Square POS
If you're integrated with Square POS, you can import staff information from Square into ReceiptRoller. Run this from the "Sync with Square" button on the staff list. Staff already registered will be skipped.