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Browse by category or search short Farin guides for setup, payroll, schedule, KDS, wholesale, accounting, inventory, and daily operations.

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Popular guides

Schedule and time 4 min read

Submit and approve leave requests

Use one leave page for the full time-off flow: submit requests, track status, and approve or deny requests for your team.

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Payroll self-service 4 min read

View paystubs, leave balances, and W-2 previews

Use the My Account paystubs tab to review pay history, check leave balances, and download W-2 copies when electronic delivery is enabled.

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Schedule and time 4 min read

Review and approve timecards before payroll

Use weekly timecard review to catch missing punches, long shifts, and labor surprises before those problems become payroll issues.

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Schedule and time 5 min read

Review timecards and fix missed punches

Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.

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Schedule and time 5 min read

Build and publish a weekly schedule

Review the live week, build the next week in the editor, and publish shifts so staff can see the final schedule.

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Getting started 4 min read

Create your company and first location

Use the public onboarding page to create your workspace, add your first location, and land in the dashboard ready for setup.

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Schedule and time 6 min read

Set up the timeclock and install it as an app

Create a setup code in the admin app, install the timeclock on a tablet or phone, and register the device.

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Getting started 4 min read

Use the onboarding checklist and welcome modal

See what the first-login welcome modal does, when to use demo mode, and how the shared company checklist helps your team finish setup.

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Kitchen display system 5 min read

Set up a kitchen display screen

Generate a setup code, register the tablet or phone, and choose the device settings that matter before service starts.

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Kitchen display system 4 min read

Use KDS during service

Read the live queue, mark line items complete, clear finished tickets, and know where scheduled orders and chime controls live.

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Schedule and time 4 min read

Use the shared timeclock every day

Walk up to the shared device, tap your card, clock in or out, and know what to do if the screen is offline or looks wrong.

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Routes and transfers 5 min read

Plan and optimize delivery routes

Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.

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Production and inventory 6 min read

Set up inventory depletion and Square mapping

Map Square items to recipes, test the sync in dry-run mode, and review depletion results before you let inventory write automatically.

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Payroll and tax 5 min read

Configure payroll tax setup and reminder rules

Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.

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Knowledge and AI 5 min read

Use the universal AI assistant safely

Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.

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Admin and settings 5 min read

Manage users, roles, and access

Use the users page to add people, adjust access, and keep employee accounts aligned with the work they actually do.

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Payroll self-service 5 min read

Update your tax profile and W-2 delivery preferences

Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.

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Admin and internal tools 4 min read

Create and manage API keys safely

Use the API keys page to issue the smallest key you need, review what is active, and revoke old access cleanly.

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Customers and growth 3 min read

Use quick drop for fast customer intake

Use quick drop when a customer record needs to be captured quickly without stopping the front-line workflow.

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Wholesale follow-up 4 min read

Create and manage wholesale customer surveys

Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.

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Schedule and time 4 min read

Use the schedule board to monitor coverage during the week

Use the schedule board as a live manager view for coverage, not only as a one-time publishing surface.

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Dashboard and search 4 min read

Use the dashboard to spot issues early

Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.

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