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Run payroll and choose payout methods
Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.
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.
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.
Generate forms, record tax payments, and deliver W-2s
Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.
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.
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.
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.
Run the fulfillment board during production
Use the fulfillment board as a live production view so the team can see what still needs to move out the door.
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.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
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.
Invite staff and launch staff onboarding
Set onboarding rules, choose default access, add staff from the manager dashboard, and share the public onboarding form with new hires.
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.
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.
Set company settings, branding, and defaults
Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.
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.
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.