HR (Overview)
The HR tools in HirePOS help you plan staff work, allocate crew, record the time actually worked, and review staff hours.
There are two different staff time workflows in HirePOS:
Job-based crew work is used when staff are assigned to specific tasks or jobs. Work can be scheduled first, allocated later, offered to crew, and then recorded through the Job Agenda and mobile Timesheets.
Clock On/Off is used when a HirePOS user needs to record their normal working day, including start time, lunch and finish time.
These workflows both provide staff time information, but they are designed for different purposes and have different access requirements.
Which HR feature should I use?
What you want to do | Use |
|---|---|
Plan work that needs to be completed | Tasks / Related Tasks |
Schedule work before deciding who will do it | Unallocated Tasks |
Offer available work to crew | Invitations |
See assigned jobs for each Staff/Crew member | HR Calendar |
Let crew view assigned jobs without a HirePOS login | Job Agenda |
Let assigned crew record the actual time worked | Mobile Timesheets |
Manually enter or review actual staff work | Timesheets |
Record a HirePOS user's normal working day | Clock On/Off |
Categorise planned or completed work | Shifts |
Tasks and Related Tasks
Tasks represent work that needs to be completed.
Tasks can be associated with records such as:
Sales Records, including bookings and invoices
Maintenance or service work
Reminders
Standalone work that is not linked to another record
A Task can be assigned to a Staff/Crew member immediately or left unallocated so that someone can be assigned later.
For work associated with a Sales Record, open the record and go to Extras > Related Tasks.
See Tasks and Crew Rostering for more information.
Crew rostering and invitations
Unallocated Tasks can be filled manually or offered to Staff/Crew through the Invitations feature.
When an invited crew member accepts an available job, they become assigned to that Task. The job then appears in their Job Agenda.
See Inviting Crew to Jobs.
Job Agenda and mobile Timesheets
Staff/Crew who work on specifically assigned jobs do not need a HirePOS User account to access their Job Agenda.
They use their Staff record and PIN/Password to access a separate staff-facing page where they can:
View assigned jobs
Review scheduled job details
Enter the actual start and finish times
Record breaks
Add notes
Sign the Timesheet
Submit their location with the Timesheet
See Crew Job Agenda and Mobile Timesheets.
Timesheets
Timesheets record the actual time worked by Staff.
Timesheets can be entered manually or submitted by crew against assigned jobs. They can also be associated with Sales Records, Related Tasks and Maintenance/service work where applicable.
Go to HR > Timesheets to enter and review staff time.
See Timesheets.
Clock On/Off
Clock On/Off is a separate workflow for staff who use HirePOS and need to record their normal working day.
For example, an employee can:
Clock On when they start work.
Start and finish their lunch break.
Clock Off at the end of the day.
This workflow requires a HirePOS User account linked to an active Staff record.
See Staff Clock On/Off.
Shifts
Shifts provide consistent names for different types of work, such as Setup, Pack Down, Delivery or Pickup.
A Shift can be selected when scheduling Tasks or recording Timesheets.
Shifts can also be configured so related crew appear with Delivery or Pickup jobs on the Delivery/Pickup Schedule.
See Shifts.