This article will cover how to add new staff members' profiles to your point of sale
Requirements:
Please note you will need admin-level access to manage these settings
Instructions:
Step 1 - Log into your Point of Sale Back Office with your email address and password.
Step 2 - Click on the Business name in the top right drop-down. This is the Franchise level view.
Step 3 - Select the relevant store from the drop-down list
Step 4 - Click 'Modules' on the left-hand side of the page.
Step 5 - Click 'Payroll'
Step 6 - Click 'Staff'
Step 7 - Click 'Add' in the right-hand corner.
Step 8 - Use the form in the 'Details' tab to enter the staff members' details such as:
First and last name
Date of birth
Nationality
Address
Phone number
Email
Step 9 - Use the form in the 'HR' tab to enter details such as:
Joining date
Hourly wage
NI Number
Resignation date (which can be left blank when you are creating a new staff member)
Roles
Step 10 - Use the form in the 'Configuration' tab to add details such as:
Staff meals limit (If this staff member is entitled to staff meals)
Guest meals limit (if you want this staff member to be able to issue discounted guest meals to guests of your business)
Freebies limit (if you want this staff member to be able to issue free meals)
Step 11 - Use the form in the 'Security' tab to add details such as:
PIN Code to log into the Point of Sale
Security Card Number, if you use swipe cards to log into your Point of Sale
Step 12 - Click the boxes to give the staff member POS Access permissions. This will allow the staff member to cancel orders, issue refunds and apply discounts.
Step 13 - Click the boxes to give the staff member Purchase order access permissions, this will allow staff members to either create, receive and/or submit purchase orders on behalf of your business.
Step 14 - Complete the form under Voucher Access Permissions, which will allow you to”
Decide if the staff member can issue a discount voucher
Set their fixed discount limit
Set their percentage discount limit
Step 15 - Click 'Save' in the top right corner.
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