Staff budgeting, scheduling & payroll — UK-focused platform
A step-by-step guide to staff scheduling, time tracking, and payroll management.
After signing in, you will land on the Dashboard. The layout consists of a left a schedule preview and recent activity sidebar, plus a main content area with four tabs: Overview, Staff, Budget, and Settings.
The Overview tab shows four stat cards at the top. Total Staff displays your active staff count and your plan limit. Monthly Payroll shows this month's staff costs based on clocked hours multiplied by hourly rates. Hours This Week shows only actual clock-in-to-clock-out hours for the current week (Sunday to Saturday). Budget Status appears once you have set a budget.
Below the stats are Quick Actions. Add Staff Member opens a form to add a new employee with name, email, role, hourly rate, and employment type. After creation, staff receive login credentials. Schedule Shifts takes you to the full Schedule page. Log Hours lets you manually record hours for a staff member when they have not clocked in via the app or kiosk. You select the staff, date, regular hours, overtime hours, and optional notes.
Calculate Payroll, Budget Forecast, and Fraud Alerts are available on the Professional plan. Calculate Payroll lists staff, clocked hours, and pay for the month you pick — choose month and year from the menus (jump back years in two clicks), then export CSV if you need it. Budget Forecast predicts upcoming costs based on historical patterns. Fraud Alerts lists suspicious activity patterns for review.
The Monthly Earnings chart below shows daily earnings for the selected month. Use the arrows to change months and hover over bars or points for exact values.
The Staff area has three collapsible sections (closed by default): Attendance & workload, Team roster, and Hours & leave. Open a section to see attendance metrics and the per-person table, the full roster with Add staff, or manual hours and leave actions. Roster rows support edit, password reset, and delete.
Hours & leave lists recent entries with hours, overtime, estimated cost, and edit/remove for rows you added manually.
The Budget tab opens directly to Budget overview: your monthly budget, spend so far this month, and a progress bar — no extra expand step. If no budget exists, click Set Up Budget to create one. If a budget exists, click Edit to change the amount or period.
The Settings tab contains Clock-In System, Security, and Location Settings.
Clock-In System generates links for kiosk or shared devices. Enter an optional device name and expiry period, then click Generate link. Copy the URL and open it on the device. Staff use their 6-digit clock-in code (the last 6 digits of their username) to clock in and out. Each link locks to the first device that opens it. You can revoke links at any time.
Security lets you enable Two-Factor Authentication. You can use email codes or an authenticator app such as Google Authenticator. For the app, generate a secret, scan the QR code with your authenticator, then enter the 6-digit code to enable.
Location Settings allow you to set your company location on a map and define a geofence radius. When enabled, staff can only clock in and out when within that radius. Use the postcode search to find an address, or click on the map to set coordinates. Professional plan users with multi-location can add and manage multiple locations.
The Schedule page shows shifts in week or month view. Create a single shift by clicking Create Shift, selecting staff, date, time, hours, and optional location. Professional plan users can use Select Dates to choose multiple dates or cells, then Create Shifts to add many shifts at once. Use Approve Hours mode to select and approve multiple completed shifts.
Each shift card shows status: Scheduled, Late (not clocked in during shift), Clocked In, Attended (staff actually clocked in and out), Approved (manager approved without actual clock-in), or Review (staff clocked out more than 10 minutes late and gave a reason). You can edit or delete shifts, and approve or unapprove them. Deleting a shift also removes its time entries from payroll.
The Payments page lets you configure your payment schedule (weekly, fortnightly, or monthly) and payment day. You can view payment history and process payments for staff based on their clocked hours in the selected period.
Staff can clock in and out in two ways. First, they can log in to the staff app with their username and password, view their shifts, and tap Clock In or Clock Out. Second, they can use a kiosk link on a shared device: open the link, enter their 6-digit code, and tap the clock action. If they clock out more than 10 minutes after their scheduled end time, they must provide a reason; the shift is then marked for review.
Hours This Week, Monthly Payroll, and the Payroll modal count only actual clocked hours (staff clock-in to clock-out). Manually logged hours and manager-approved shifts without clock-in are not included in these totals.
The Free plan includes up to 3 staff, single shift creation, staff management, manual hour logging, and basic features. The Professional plan adds more staff, bulk shift creation, payroll calculation, budget forecasting, fraud alerts, and optional multi-location. Upgrade from the Plans page or via the dashboard sidebar.
