Hero's optional 'shift' function requires your team to 'close their shift' at the end of each day, confirming and cross-checking payment totals.
If you would like this option turned on for your agency, please let our Support team know as we have to set this up for you.
New Shifts
A new daily shift record will be created once a staff member processes a payment or refund. Until a payment has been processed, the staff member's shift report will simply say 'You don't have an open shift'.
Close 'my shift'
At the end of the day your must close your shift and cash out.
Use the drop-down menu top-right to access your Admin page
Click Shifts in the Branch menu
Click My Shifts
In the 'To Bank' column, enter the total value of payments obtained via each payment type.
If the amount collected varies from the values already entered into Hero, add notes to explain the variance.
Need to change the payment method? Read article...
Close 'branch shift'
Before a new shift can begin, you must close the Branch Shift. This process ensures that amounts / variances are double-checked for all staff within your Branch.
Any staff member within the Branch has access rights to close the Branch Shift. Ideally, this process is conducted by a senior team member or the person in charge of banking.
Shift Reports
Within My Shifts and Branch Shifts you can view the current shift and a record of all previous shifts.
Invalid Shift
If you're presented with an 'invalid shift' notice, you must cash out all previous open shifts before another can begin. Go to branch shifts to cash out.
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