An employee with the configured user role(s) can start and end the shifts at POS. Shifts at POS are termed in the following ways:

• Labor Shift: A labor shift in the POS system records a clock in and out time for employees. An employee can have multiple Labor Shifts within a single Business date.
• Financial Shift: Employees who take payments for orders are responsible for the money they received from customers. In Quick Service, we will typically refer to these employees as Cashiers. In Table Service, these employees are typically Servers and Bartenders. A Financial Shift must be started before an employee can access the POS. An employee can have multiple Financial Shifts within a single Labor Shift.
  
  

This document discusses the following:

• Starting a shift
• Clocking out
• Starting a financial shift
• Ending a financial shift

Starting a shift

POS contains two types of shifts, Labor and Financial. All employees clock in at the beginning of a shift, but only employees who enter orders or accept payments must start a financial shift. For restaurants with breaks configured, you can also start and end unpaid breaks.

Clocking in

• Log in to the POS.
  
• At the beginning of your shift, from the POS home screen, tap Clock In. The Select Job Code screen appears.
  
• Tap the job code for the job you will perform during this shift. The POS home screen re-appears. Additional options may appear based on the job code you select.
  
• Tap lock icon to logout, if you are not performing order entry, or continue to the next procedure to start a financial shift.

Clocking out

• At the POS home screen, tap Clock Out. The Clock Out prompt appears.
  
• Tap Yes to return to the PIN entry screen.

Starting a financial shift

It is necessary to start a financial shift prior to entering orders or accepting payments. When you start a financial shift, End Shift replaces 'Clock Out' on the POS home screen.

• Log in to the POS.

  

• On the POS home screen, tap Point of Sale or Phone/Drive Thru. A confirmation prompt appears.

  

• Tap Start a new shift. The POS floor plan or Takeout/Delivery appears, depending on your selection, unless you are required to select a cash drawer.

  

• If you are required to select a cash drawer, the Select a Cash Drawer screen appears.

• (Drawer Checkout Only) Select the cash drawer you want to use.

  Note: If the maximum number of users are already assigned to the cash drawer, the drawer is grayed out and you cannot assign yourself to the cash drawer. If you are the first user assigned to the drawer and the system requires you to enter a starting bank amount, an open cash drawer prompt appears and you must enter a cash amount. If you are the second user assigned to the drawer, the Tabs screen appears.

  

• (Drawer Checkout Only) Tap Open to open the cash drawer so you can count the cash in the drawer.

  

• (Drawer Checkout Only) Enter the cash amount in the drawer and tap Save.

Ending a financial shift

Prior to clocking out, it is necessary to first end your financial shift. The system does not allow you to end your financial shift if you have open orders. Close the orders or have another POS user assume ownership of your tables.

To end a financial shift without cash drawer:

• At the POS home screen, tap End Shift. A confirmation prompt appears.

  

• Tap Yes. The Adjust Tips prompt appears.

  Note: Tips to be declared at the end of the day/before closing the day (for all the payment types).

  

• Tap Ok to review and adjust tips. The Adjust Tips screen appears. Refer to 'Adjusting a Tip After Closing a Check' for instructions on how to adjust the tips on guest checks. After you close the Adjust Tips screen, you can no longer adjust the tips for guest checks.

  -OR-

  Tap Cancel to not review and adjust tips.

  -OR-

  Tap No (Don't show me this again) to no longer receive the Adjust Tips prompt at the end of a financial shift. Your manager can reactivate the Adjust Tips prompt in Aloha Cloud Back Office.

• Continue to the next procedure to clock out.

To end a financial shift with a cash drawer:

If you assigned yourself to a cash drawer, when you tap End Shift, you have the option to close the cash drawer or to un-assign yourself from the cash drawer.

• At the POS home screen, tap End Shift. The End Shift Options screen appears.
  
• Tap Transfer to tarnsfer the open orders. The Select user screen appears.
  
• A dialogue appears to transfer the orders.
  
• Tap Transfer the orders.
• Tap De-assign yourself from drawer.
• Continue to the next procedure (closing cash drawer).

To close a cash drawer:

• At the POS home screen, tap End Shift. A confirmation prompt appears.

  

• Tap End Shifts. The Open Cash Drawer prompt appears.

  

• Tap OPEN to open the cash drawer or tap SKIP to not open the cash drawer.

  

• (Drawer Checkout Only) Enter the Declared Cash (total cash counted) you are turning in. Do not include total tip amounts.

• Enter the Cash Amount you are leaving in the drawer.

• (Drawer Checkout Only) the Total Cash displays the amount you will be removing from the drawer.

• (Drawer Checkout Only) Tap Save. The cash reconciliation screen appears with an over/short amount.

  Note: All stores with Drawer Shifts enabled must declare a cash amount at the end of a financial shift.

  

• Tap Confirm.

• Tap Clock out. The Declare Tips screen appears.

  

• Tap OK to review and adjust tips. Refer to 'Adjusting a Tip After Closing a Check' for instructions on how to adjust the tips on guest checks. After you close the Adjust Tips screen, you can no longer adjust the tips for guest checks.

  -OR-

  Tap Cancel to not review and adjust tips.

  -OR-

  Tap No (Don't show me this again) to no longer receive the Adjust Tips prompt at the end of a financial shift. Your manager can reactivate the Adjust Tips prompt in Aloha Cloud Back Office.

  Note: At POS, tips are configured for the Credit Card payments. If payment made through credit card, then if required, we need to adjust the tips before closing the financial shifts.

View video

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