Help Centre
Operational guides and troubleshooting for managers.
Guides

First-Week Setup Flow

  1. Open Settings and complete Site Profile + opening times.
  2. Open Staff and add/import the team.
  3. Open Sales and fill forecast totals / opening hours.
  4. Open Rota, generate, review, and publish.
  5. Use Shift sign-off through the week.
  6. Review Payroll before final export.

Daily Manager Routine

  1. Check Sales actuals are entered for completed days.
  2. Review Rota for coverage and contract-min warnings.
  3. Process Time off and shift swaps.
  4. Use Shift sign-off for worked-time corrections.

Actual Sales Import (CSV/POS)

  1. Go to Sales → Actual sales tab.
  2. Upload report and click Preview import.
  3. If confidence is low, adjust mapping and preview again.
  4. Click Import report to write bucket data.
Tip Imported days should show status changes on card headers, and summary variance updates immediately.

Staff Invite + Self-Enrol

  1. Create invite in Accounts / Staff enrolment controls.
  2. Staff member opens invite link, sets password, takes optional selfie.
  3. Admin approves enrolment.
  4. Card switches from Not verified to Verified.

Rota Publish and Swap Workflow

  1. Publish rota from Rota.
  2. Use Swap shifts for manager-approved swaps.
  3. Use open shifts for unassigned demand then assign to staff.
Troubleshooting

Sales Day Status Looks Wrong

Check the Sales tab mode: Forecast sales vs Actual sales. Historic days need actual entry; future days should not count as loss.

Invite Submitted But Staff Not Verified

Open enrolment approvals and approve pending request. Staff stays Not verified until manager/admin approval.

Rota Completion Light Not Green

Ensure rota has shifts and is published for that week. Sales and rota statuses are evaluated separately.

Data Not Appearing on Another Device

Confirm you are logged in to the same site workspace and API is healthy. Browser hard refresh after deploy can be required.
Payroll Terms
TermMeaning
AWEAverage Weekly Earnings used for SSP eligibility.
SSPStatutory Sick Pay minimum under UK rules.
NINational Insurance paid by employer/employee.
PAYEIncome tax deducted through payroll.
Waiting daysFirst sickness days unpaid before SSP starts.