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Alpha Recruiting: New Team Management Feature

Beta Team, back again! 🤣


With this alpha feature, you'll be able to create schedules for your employees directly in Square Dashboard. A true one stop shop for employee management (and an often requested feature)!

 

So, if you have team members logging/clocking into your POS or Square Dashboard, and would like to hear more about this Alpha program, please reply to this thread and we'll reach out with the next steps. This alpha should be kicking off really soon, so be sure to get in on this before the rest of the world.

 

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Re: Alpha Recruiting: New Team Management Feature

We would love to test this feature. Very exciting!

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Re: Alpha Recruiting: New Team Management Feature

I'd love to check this out, we run iOS 

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Admin

Best Answer

@CGFarm_Pat 

 

Glad you'd like to be involved! Since you signed the NDA when you joined the beta community we're all set to get you enrolled. We'll reach out very soon with next steps, and please let me know if you have questions. @SQPhil and I are here to help!

kellyj
Technical Program Manager | Launch Delivery
Square Inc

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yes i would love that

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We would love to test this feature. Very exciting!

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Square Champion

@SQPhil 

 

I didn't see a feedback thread on the Team Management Feature or I missed it. 

 

On the scheduling side is it possible to get a toggle on team members to exclude them from scheduling? 

 

I.E.  Office staff with access that don't work at a location but have access to POS for all locations show up on the scheduling list.  This would reduce the visual clutter and exempt someone from the clock/clock out restrictions.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
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Here is a link to the Team Applet thread - https://www.sellercommunity.com/t5/General-Discussion/Create-Employee-Profiles-with-Team-Management-....

 

I will add that to our feedback! Thank you @Donnie-M

 

Ashanti 

Ashanti
User Research Operations, Square, Inc
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@SQPhil  I would be very interested in testing this feature.

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@SQPhil  I would be very interested in testing this feature.

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I am interested in this feature!

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I would love to be a part of this testing.  Definitely something we need and would be incredibly helpful to have it in one place and UI.

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Would love to take part!

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Square

Hi @VeganShack ,

 

You were already enabled and our system shows that you are using the feature. Please let me know if this is incorrect.

 

Ashanti 

Ashanti
User Research Operations, Square, Inc
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We would like to test this! We are using Square Register to clock in/out.

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Yesterday all the shifts I scheduled for our team disappeared, past present and future. I think they are there somewhere, since if I try to add a shift it shows warns that one already exists, but the whole grid is blank now. Any suggestions on how to recover from this?

 

Brett

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I had the exact same thing happen to me this morning. I’m really hoping they can recover the data because I spent hours creating my schedule through the end of the year. 

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Thanks for flagging @londontea. We'll definitely work to make sure this data is restored ASAP. Will circle back with you shortly. 

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@londontea @cheeseable Hi, this issue was just resolved. Please let me know if you have recovered your schedules.

 

Ashanti 

Ashanti
User Research Operations, Square, Inc
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Hi @cheeseable,

 

Sorry for the delayed response. Definitely sounds like an issue on our end. I'll have our engineering team look into this ASAP, and circle back with you. 

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@ashanth @kellyj 

Getting a behavior I am not sure if it is intended or not but has to do with schedules matching up to clock in clock outs.

 

Background:  I have multiple nearby locations, and will occasionally have people clock in at one location before travelling to a second location (the 2 locations are considered separate cost centers).  Before using scheduling it is easy to change location for reporting purposes after they clock in.  With scheduling I am getting greyed out areas where I cannot edit the location.  In example one it will put the employee last name shaw with her shift but at the wrong location.  The employee last name lluis even though I edit her location will not overlap her scheduled location.  At some point I am unable to edit the shift without deleting and re-entering the shift.

 

2020-11-16 (1).png2020-11-16.png

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
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Hi @Donnie-M

 

Thanks for bringing this to our attention. This seems like a very unique case. Currently, we do not allow sellers to edit the location of a shift once an employee has clocked in to the shift. 

 

As a work around, you could create a different shift for each location, but I do realize that is extra work. I've relayed this to the Product Manager. Perhaps it is something we can implement in the future.

 

Ashanti 

Ashanti
User Research Operations, Square, Inc
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Yes, the oddity here is it posting the one employee who is scheduled at a different location but clocks in at another location as though the shift is being filled (shaw); however, the lluis employee her shift never pastes over the schedule shift even if I manually change the location.

 

@ashanth if you look at the following screenshot Employee #1 & #2 the system did not correspond the shift to the schedule.  Employee #3 & #4 did not have a schedule in & employee #5 it matched her schedule with the shift.  I am wondering the following:

 

#1 does saving a shift template while under 1 location have any hidden coding that makes it still attach to the original location even when used for a 2nd location.

 

#2 is it being affected by early or late clock in's clock outs.  Or is this intended to show the out of bounds clock in/clock out.

 

#3 based on #2 would shading with red or flags be a better way to show the out of bounds clock in/clock out similar to breaks.

 

2020-11-16 (2).jpg

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
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Hi @seiderman ,

 

Would you mind taking a look at this? This is the unique case we were speaking about earlier. Is this a bug?

 

Ashanti 

Ashanti
User Research Operations, Square, Inc
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Thanks for flagging @ashanth. @Donnie-M quick follow up question for you. Are employees #1 and #2 clocking in via Team app or Point of Sale?

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