Sales by Employee Report + Staff Updates
Use the Epos Now Sales by Employee report to update related staff records or staff roles. Automatically tag team members or adjust role data based on performance. Perfect for connecting sales insights to staff management workflows.
This template gives you a good starting point and you can customise it as needed.
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the report
The flow will fetch the report from your Epos Now account ready for filtering
Target the data you need
You can specify which rows from the report this flow applies to. Add as many filters as you like.
See the customisations section later on this page for a full list of available filters.
Update the related data
This is where you can specify what you want to update. Add as many actions as you like and you can even chain together actions for the same field.
See the customisations section later on this page for a full list of available actions.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
Role
Role
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
S B E Average Margin
S B E Average Value Inc V A T
S B E Discount
S B E From Date ( Filter)
S B E Gratuity
S B E Item Qty
S B E Location Name
S B E Margin
S B E Margin Percentage
S B E No Of Transactions
S B E No Sale Qty
S B E Refund Qty
S B E Refund Value
S B E Staff I D
S B E Staff Name
S B E To Date ( Filter)
S B E Value
S B E Value Exc V A T
S B E Value Inc V A T
S B E Void Line Qty
S B E Void Line Value
Staff Has Swipe Card
Staff Hourly Rate
Staff I D
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Refund Items
Role Can Remove From Table
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can Send Stock
Role Can Server Baking
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Void Items
Role Description
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Refund Amount
Role Name
Staff Has Swipe Card
Staff Hourly Rate
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations