Staff Checklists

A checklist makes sure closing duties get done before someone leaves. When staff clock out on the POS, their checklist pops up, and Clock Out stays disabled until they check every item.

Open Employee > Team > Checklist in the Back Office .

How staff get a checklist

You pick a checklist’s roles from a fixed list: Server, Bartender, Chef, Manager, Cashier, Busser, Host, Dishwasher, Runner, Barback, Expo, and Other.

The POS shows the checklist to staff who clocked in under a job role with exactly that name. A job role named Server gets the Server checklist. A role named Servers or Line Cook gets none. To use checklists, name your job roles to match.

If more than one checklist covers the same role, staff see all of their items together.

Add a checklist

1. Click + Checklist.
2. Under Roles, check one or more roles.
3. Click + Item and type a task, such as Restock napkins. Each item needs at least 3 characters.
4. Repeat for each task. Click the trash icon next to an item to remove it.
5. Click Save.

Edit or delete a checklist

Each checklist is a card showing its roles and items. Click the edit icon to change its roles or items, or the trash icon to delete it.

Related links

• Job Roles - name roles to match your checklists.
• Team - assign roles to employees.
• Clock in and out - what staff see on the POS.