Square Team App for Team Members
The Square Team App gives team members the ability to see and manage important information across all of Square’s Staff products – all from their own iPhones or Android devices.
Within the Square Team App, team members can clock in and out (depending on your permissions), view hours worked, view upcoming shifts, request time off, message colleagues and manage their availability. This also enables a contactless, hygienic clock-in option – reducing the need for shared surfaces and potential crowding around the point of sale.
Note: each team member is required to accept an invite to that Square business to access the Square Team App.
Send Square Team App Onboarding Invite to New Team Member
Visit Staff > Team in your online Square Dashboard.
Click Create Team Member.
Enter the team member’s first and last name, along with their email address or phone number.
From their newly created team profile, select Complete setup.
Once you’ve entered their Job Title details, select Set up permissions.
Choose Team Permissions, an existing permission set or Create a new permission set.
Enable the appropriate permissions for the team member, including the ability to clock in/out > select the appropriate access points for the team member.
Click Save.
Once a team member profile is created, they will receive an invitation email to create a Square account or log into an existing account, receive their personal passcode for the Square Point of Sale app and download the Square Team App.
Get Started
In order to log in to the Square Team App, you need an invite from your employer. When you receive that invitation via email or text message, you’ll be prompted to create a password associated with your email address or phone number. If you’ve already created a Square account with that email address or phone number, you’ll need to log in using your existing password.
If you don’t have an invitation, you’ll want to make sure your employer adds an email address or phone number and permissions to your team member profile. By doing so, you’ll receive an invitation to create a Square Team account that can be used with the Square Team App.
Note: invitations expire 30 days after being sent. If your invitation expires, you can request a new invitation to be sent from your employer. Team member profiles cannot share an email address or phone number within the same Square account and must have unique contact information on file.
Once you’ve created your account, you can download the app directly to your iPhone or Android device. To download the app:
download the Square Team App for iPhone
Tap the App Store icon on your iPhone.
Tap the search icon (magnifying glass) > search for Square Team.
Tap Get next to the Square Team App icon and follow the prompts to complete the download.
Follow the prompts to set up your app.
Note: if you need help with your Apple ID, please contact AppleCare .
Download the Square Team App for Android
Tap the Google Play icon on your device.
Tap the search field or icon (magnifying glass) > search for Square Team.
Tap the result Square Payroll > Instal > follow the onscreen instructions to complete the download.
Once you’ve downloaded the app, tap Open or locate the Square Team icon on your home screen > open the app.
Note: if you need help setting up your Google account, please contact Google Help.
App Layout
Once you have downloaded the Square Team App, you will be able to utilise a number of different features throughout the workday. You can find information on how to navigate the Square Team App below.
Main Home Screen
From the main screen, you can view your hours worked and estimated earnings for the current pay period, clock in/out and view your shifts. When you clock in, you’ll also have the ability to tap the Add note button to include a note with your shift details for the day. Note: estimated earnings are based on data entered by your employer – this is your estimated gross weekly earnings and may not reflect actual wages to be paid. It doesn’t include commissions, deductions or taxes.
Tap the Clock In, Take Break or Clock Out buttons from the Home screen of the Square Team App to track your time. You can also tap the Add note button when you clock in to leave a note to the account owner or manager(s). If your employer has turned on cash tip tracking, you’ll be prompted to provide the amount of cash tips you earned during your shift before clocking out or switching jobs. Your employer will need to enable permissions to allow you to track time from the app.
Note: depending on the Time enforcement settings your employer has set through Square Shifts, you may not be able to clock in early or end your break(s) early. If either or both of these settings are enabled, you’ll only be able to clock in once your shift starts and will need to take your break(s) in their entirety.
Messages
Once you download the Square Team App, you will see a speech bubble icon labelled Messages. Tap + to compose a message, or view the list to see your recent received and sent messages to fellow team members, managers or the business owner.
Learn more about Team Communication.
Timecards
From the Timecards section of the app, you can manage your shifts by keeping an eye on your hours worked and breaks taken. You will have the option to tap on a specific timecard to view the regular, overtime and total hours worked that shift, along with past notes associated with the timecard in question. If your employer is subscribed to Shifts Plus, you can also request edits for past shifts, including changes to job title, clock-in time, clock-out time, breaks and notes associated with your shift.
Shifts
From the Rota section of the app, you can also view your rota and shift details, including hours on the rota and what job title your shift is on the rota for. In addition, by selecting More from the homepage, you can update your Availability and Notifications associated with your rota. With Shifts Plus, you’ll also receive reminders to clock in and out for your shifts on the rota, trade shifts with other team members or request to have a shift covered.
Learn more about Shift Rota Management for Team Members.
Team
Additional Settings
Tap More on the bottom navigation bar to view and edit:
Personal information & Personal settings
From this section you can view and update your name, contact information and account security information.
Personal POS Passcode
Team members can view their personal point of sale passcode from this section of the Square Team App. Only account owners or team members with appropriate permissions can edit or generate a new passcode or assign new access methods from the Square Team App or Square Dashboard.
Availability
From this section, you can set your rota availability for your shifts.
Time Off
To request time off, tap the Request time off button, select the timeframe you want to request off with the date selector tool, add an optional note and tap Request off. Note: this feature is only available to Shifts Plus subscribers.
Benefits
If paid through Square Payroll, you can view any active benefits for your account. Learn more about Employee Benefits.
Sign Out
Tap Log out to exit the app.
Me
The Me tab enables employees to view and edit their profile that will be listed and visible to colleagues in the Team tab. Most importantly employees can use the Me tab to access detailed personal information shared with their employer. The main features are located under My info as Account, Onboarding and Documents.
Note: the Me tab is currently limited to the iOS version of the app.
Account
Houses a Personal section to view and edit your email and phone number, and an Access section for verifying your personal POS passcode and copying it for a quicker sign-in experience with Square POS. The Payroll section allows you to set up your payroll account and access payroll-related information.
Onboarding
Guides you through the process of adding documents and information requested by your employer.
Documents
Upload and store documents requested by your employer.
Owner/manager access
As an owner or manager with full access, you can view and make edits to information beyond what is visible to employees in their Me tab by searching for individual employees in the Team tab. You can edit payroll info, job titles, team member permissions, deactivate and reactivate accounts, and more depending on your added subscriptions.