Staff and payroll
Staff and Time Clock
#Before you begin
- Your login group must be allowed to view Staff. Creating profiles and changing staff or time-clock records requires additional staff-management access.
- Access can vary by studio configuration. A visible menu item does not guarantee that every action is available to every role.
- Decide which login group the person should use before giving them credentials. Give each person their own login instead of sharing an administrator account.
- A new staff record is created as an instructor by default. After the first save, review Display as Instructor, Display in Payroll, Active, and Login Group on the profile.
- If hours are paid differently by work type, configure the applicable Time Clock categories and rates before entering time.
Warning: Changes to time entries can affect payroll totals and reports. Confirm the staff member, dates, times, category, and pay period before saving a correction or archiving an entry.
Important: The small Time Clock card that may appear on the dashboard currently says it is not yet implemented. Use a staff profile's Time Clock tab to add an entry and the main Time Clock page to review or correct entries.
#Find and filter staff
- Open Staff.
- Use Search staff or select a last-name letter to find a person.
- If needed, select Filters and narrow the list by Login Group or Location.
- Use Instructor flag, Payroll flag, Archived group assignments, or Show Inactive when the default list does not include the record you need.
- Select the staff row or View to open the profile. Select Edit when that action is available.
Use Export CSV when you need a spreadsheet of the currently filtered staff list. Review the exported file before sharing it because it can contain contact information.
#Add a staff member
- Open Staff and select Add New.
- Enter First Name, Last Name, Email, and Username.
- Enter Hourly Rate (optional) only when that default rate is appropriate for the new instructor.
- Enter and confirm the initial password.
- Leave Active selected if the person should be able to use the account now.
- Select Create Instructor.
- Open the new profile and review Login Group, Display as Instructor, Display in Payroll, and Active.
- Complete the contact details and other fields the studio uses, then select Save.
Warning: Do not send a password through an insecure channel. Ask the staff member to change the initial password using the studio's approved handoff process.
#Understand the staff profile
Every staff record has an Overview. Other tabs appear only when the record and studio settings support them.
| Tab | What it is used for | Why it may be missing |
|---|---|---|
| Teaching | Assigned group classes | The record is not marked as an instructor. |
| Calendar | Instructor schedule and availability | Instructor scheduling is not enabled for the record or studio. |
| Default Availability | The instructor's normal weekly availability | Instructor scheduling is not enabled. |
| Time Clock | Weekly entries, totals, export, and manual entry | Time Clock data or the applicable profile rules are unavailable. |
| Pay | Default and Time Clock hourly rates and other pay information | The record is not included in payroll or the studio does not use the applicable pay settings. |
| Messages | Message history associated with the staff member | The signed-in role cannot view message history. |
| Files | Files supplied through the configured storage integration | The file integration is not configured. |
#Add a time entry from a staff profile
- Open Staff and select the staff member.
- Select Time Clock.
- Confirm the displayed week. Use the previous-week arrow or Current Week when necessary.
- Select Add Entry.
- Enter Start.
- Enter End, or leave it empty only when the entry is intentionally still open.
- Select a Category when the studio uses categories for time or pay rates.
- Add concise Notes that explain the work or correction.
- Review the entry, then select Save.
The profile's weekly summary shows Total Hours, Total Entries, Week Range, and Last Entry. When staff-management access is available, Export downloads the staff member's Time Clock records as CSV.
#Review or correct entries for the studio
- Open the main Time Clock page.
- Find the entry by instructor, date, time, or notes.
- Select Edit in the Action column.
- Review Start Time, End Time, Instructor, Category, Notes, and the calculated Duration.
- Make the correction and select Save changes.
To review archived entries, select Show Archived. The control changes to Show Active while the archive is displayed.
Warning: Archive removes an entry from the active Time Clock list. Use it for an entry that should no longer be included in active review; do not use it merely to hide an unexplained discrepancy. Restore returns an archived entry to active status.
#What happens next
- A new staff record appears in Staff according to its active status and the current list filters.
- Instructor, payroll, scheduling, messaging, and file tabs appear only when their record flags, settings, permissions, and integrations allow them.
- A saved time entry appears on the staff profile for its week and on the main Time Clock page.
- Completed entries contribute to the displayed duration and may be used by Time Clock and payroll reports.
- Archived time entries remain available through Show Archived and can be restored.
#Confirm it worked
For a staff profile, return to Staff, locate the person, and confirm the expected role badges and active state. Open the profile and verify the intended tabs and contact details.
For a time entry, confirm all of the following:
- the entry appears under the correct staff member and week;
- the start and end times are correct;
- the duration matches the intended hours;
- the category and notes are correct; and
- the main Time Clock page shows the same active or archived state.
Before payroll is finalized, compare the entry with the applicable Time Clock or payroll report.
#Troubleshooting
#Add New, Edit, or Add Entry is missing
Your login may have list access without staff-management access. Ask an administrator to review the login group and the studio's staff-write configuration. Do not work around the restriction by sharing another person's account.
#A staff tab is missing
Review whether the profile is marked Display as Instructor, Display in Payroll, and Active. Calendar, messages, and files also depend on studio settings, permissions, and integrations.
#An entry shows Open or 0.00 hours
Open the entry and check End Time. An entry without an end time remains open; an end time that is not later than the start time cannot produce the intended duration.
#The category list is empty
The studio may not have active Time Clock categories or staff-specific Time Clock rates. Review the category and payroll setup before entering hours that require a special rate.
#The dashboard Time Clock card does not let me clock in
That dashboard card is not currently a working entry control. Open Staff, choose the staff profile, and use Time Clock > Add Entry if your role is allowed to manage entries.
#Related articles
- Configure and verify Group Permissions
- Add and manage staff
- Manage Time Clock entries
- Payroll settings
- Set up Online Client private-lesson booking
- Staff sign-in, profile, password, theme, and logout
- Dashboard and navigation
- Group Classes
- Staff hours, schedules, and payroll reports
- DSM feature availability