Morph template · Update
Sales by Employee Report + Staff Updates
Fetch the Sales by Employee report and update related staff and staff role records. Great for tagging or enriching based on performance. Add filters and actions to build your own custom flow.
Month-to-monthHuman setup helpNo surprise usage bills
01The result
What this template is ready to do.
✓Template outcomeMorph starting point
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.
- Uses
- Sales By Employee Report
- Definition
- 4 dashboard stages
- Run control
- Preview before live
How this template runs
The dashboard definition, from trigger to safe change.
Every stage below comes directly from this template in the Slynk dashboard.
- 01trigger
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. - 02fetch
Fetch the report
The flow will fetch the report from your Epos Now account ready for filtering
- 03filter
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.
- 04action
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.
A good fit when
A repeated POS edit needs care and accuracy.
- You need to change many sales by employee report without editing them one by one.
- You can identify the right records using information already held in your POS.
- You want to check every proposed value before live data is changed.
- Product
- Morph
- What it does
- Update
- POS platform
- Eposnow
- Uses
- Sales By Employee Report
- Starting point
- Build your own
Customisation catalogue
Start here. Make it fit the business.
This is the dashboard-owned list of triggers, filters and changeable fields available for this exact template. Learn how customisation works.
2 available
Choose what starts the workflow
Triggers are the events that start this template. Use a dependable schedule or keep control with a manual run.
Scheduler
Run automatically at a specific time or interval: monthly, weekly, daily or hourly.
Manual run
Start the template from the dashboard for testing or whenever it is needed on demand.
122 available
Fields you can filter on
Use one or more conditions to target only the records that matter. Related POS information is available without building a separate integration.
Browse all 122 fields by POS data group.
Other POS data21 fields
Sales by employee report avg margin
Sales by employee report avg value inc vAT
Sales by employee report discount
Sales by employee report from date
Sales by employee report gratuity
Sales by employee report item qty
Sales by employee report location name
Sales by employee report margin
Sales by employee report margin perc
Sales by employee report no of trans
Sales by employee report no sale qty
Sales by employee report refund qty
Sales by employee report refund value
Sales by employee report staff ID
Sales by employee report staff name
Sales by employee report to date
Sales by employee report value
Sales by employee report value exc vAT
Sales by employee report value inc vAT
Sales by employee report void line qty
Sales by employee report void line value
Staff9 fields
Staff has swipe card
Staff hourly rate
Staff ID
Staff ID name
Staff main location ID
Staff name
Staff reference code
Staff role ID
Staff show at all locations
Staff roles92 fields
Role can access back officevia Staff role
Role can access back office
Role can access misc productsvia Staff role
Role can access misc products
Role can access table planvia Staff role
Role can access table plan
Role can access tillvia Staff role
Role can access till
Role can access till admin optionsvia Staff role
Role can access till admin options
Role can accesss customersvia Staff role
Role can accesss customers
Role can adjust floatvia Staff role
Role can adjust float
Role can apply basket discountsvia Staff role
Role can apply basket discounts
Role can apply item discountsvia Staff role
Role can apply item discounts
Role can change tab spend amountvia Staff role
Role can change tab spend amount
Role can clear transactionvia Staff role
Role can clear transaction
Role can delete unordered itemsvia Staff role
Role can delete unordered items
Role can disable service chargevia Staff role
Role can disable service charge
Role can edit customer pointsvia Staff role
Role can edit customer points
Role can hold transactionvia Staff role
Role can hold transaction
Role can manually select customervia Staff role
Role can manually select customer
Role can order allocation servervia Staff role
Role can order allocation server
Role can order allocation table managervia Staff role
Role can order allocation table manager
Role can order allocation team servervia Staff role
Role can order allocation team server
Role can receive stockvia Staff role
Role can receive stock
Role can refund itemsvia Staff role
Role can refund items
Role can remove from tablevia Staff role
Role can remove from table
Role can run end of dayvia Staff role
Role can run end of day
Role can see end of day reportvia Staff role
Role can see end of day report
Role can send stockvia Staff role
Role can send stock
Role can server bakingvia Staff role
Role can server baking
Role can stock takevia Staff role
Role can stock take
Role can tip out othersvia Staff role
Role can tip out others
Role can tip out selfvia Staff role
Role can tip out self
Role can unlock device via pinvia Staff role
Role can unlock device via pin
Role can unrestricted stock takevia Staff role
Role can unrestricted stock take
Role can use no salevia Staff role
Role can use no sale
Role can use payoutsvia Staff role
Role can use payouts
Role can use petty cashvia Staff role
Role can use petty cash
Role can void itemsvia Staff role
Role can void items
Role descriptionvia Staff role
Role description
Role IDvia Staff role
Role ID
Role ID namevia Staff role
Role ID name
Role is admin on tillvia Staff role
Role is admin on till
Role max basket discount amountvia Staff role
Role max basket discount amount
Role max basket discount percentagevia Staff role
Role max basket discount percentage
Role max customer credit limitvia Staff role
Role max customer credit limit
Role max item discount amountvia Staff role
Role max item discount amount
Role max item discount percentagevia Staff role
Role max item discount percentage
Role max refund amountvia Staff role
Role max refund amount
Role namevia Staff role
Role name
52 available
Fields you can update
Choose exactly which POS values this template can change. A simulation creates its own run with record-level results before any separate live run.
Browse all 52 fields by POS data group.
Other POS data1 field
Sales by employee report staff name
Staff7 fields
Staff has swipe card
Staff hourly rate
Staff main location ID
Staff name
Staff reference code
Staff role ID
Staff show at all locations
Staff roles44 fields
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
Common questions
Know what happens before the first run.
Yes. Choose the information, filters, locations and timing that match your business rather than accepting a fixed setup.
Yes. A simulation evaluates live data without changing it and creates a run with each matching item’s current and proposed values. Review those results before deciding on a live run.
Yes. The Slynk team can confirm the scope, help configure the first run and check the result with you.
Related starting points
More sales by employee report jobs to explore.
Set the customer credit balance every night to a preset value
Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.
View templateUpdate Epos Now customers
This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.
View templateUpdate customer type based on sign up date
Update the customer type for customer who signed up more than a specified number of days ago
View templateSimulate this change with your own data.
Choose a Morph plan to start from this template, then preview the result before anything changes.