Get set up

Before you start

• A work email address. No card is needed.

Steps

1. Enter your First name, Last name, Country, Work email and a Password of at least 10 characters.
2. Click Create account. You get the Admin role.

Before you start

• Your account from step 1.

Steps

1. On Your business, enter your Business name and click Continue.
2. On Your first venue, enter the Venue name and click Continue.
3. Check Your stations, then Continue.
4. On Import staff, upload a CSV or click Skip for now, then Finish & open dashboard.
5. More venues later: Venues › + Add venue (Admin only).

Before you start

• Each person’s name, and an email address to invite them.

Steps

1. Open People (under Team on a wide screen) and click Add staff.
2. Fill in their name, Role, Pay type and Home site.
3. Click Save and invite, or Save as draft to invite them later.
4. An invite lasts 24 hours. Use Resend invite if it expires.

Before you start

• Staff added (step 3).

Steps

1. Open the person’s profile from People, then the Contract & pay tab.
2. Set the Employment type, then the Hourly rate (NZD) under Pay.
3. Click Save. A rate under the minimum wage shows Below minimum wage.

Before you start

• Staff added.

Steps

1. On Roster, click an empty cell (+) to open Add shift, set the times and click Add shift.
2. Click Publish roster. Leave Notify staff by email ticked and click Publish and notify.
3. Staff only see shifts once the week is published.

Before you start

• An iPad or Android tablet on Wi-Fi.
• An Admin or Venue Lead login.

Steps

1. In Settings › Organisation, find the Kiosk card and copy kiosk.rouxdashboard.com.
2. Open it on the tablet, sign in, pick the venue and click Confirm site.
3. Add it to the home screen. Staff set their own 4-digit PIN the first time they clock in.

Before you start

• Admin access to your Xero Payroll NZ organisation.

Steps

1. In Settings › Organisation › Payroll, set Export format to Xero hours CSV. New Zealand starts on Smartly.
2. In Settings › Integrations, click Connect Xero and allow access in Xero.

Only if you pay through Xero. If you use Smartly, skip steps 7 and 8 and use Export for payroll on Timesheets.

Before you start

• Xero connected (previous step).
• Your staff and earnings rates set up in Xero.

Steps

1. On the Xero card’s Staff tab, check each match and click Save matches. Unmatched people are left out of the push.
2. On Earning rates, pick the Xero rate for each row and click Save earning rates.
3. On Leave, map your leave types. Xero keeps the leave balances.

Before you start

• A week of clocks from the kiosk.
• Pro plan to push to Xero.

Steps

1. On Timesheets, check each person’s hours and click Approve or Approve all.
2. Xero: click Push to Xero, check the Pay period and the people under Ready, then push.
3. Smartly or another payroll: click Export for payroll and upload the file to your payroll.

Venue Leads can approve hours too, but not their own. Only an Admin can push or export.