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Add New Staff Members and Staff Roles in your Flipdish Portal

Updated this week

This article will cover how to add new staff members' profiles to your point of sale

Requirements:

Please note you will need Owner Teammate Role or Store Manager Teammate Role for the relevant Property to access to manage these settings.

Instructions to add a new staff member:

Step 1 - Log into your Flipdish Portal with your email address and password.

Step 2 - Click on 'Add-ons' and select 'Staff'.

Step 3 - Click on 'Staff' again.

Step 4 - Click 'Add' in the right-hand corner.


Step 5 - Use the form in the 'Details' tab to enter the staff members' details such as:

  • First and last name

  • Pin Code

  • Roles

  • Phone number

  • Email

  • Security Card Number

Step 6 - 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)

Step 7 - 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 8 - Use the form in the 'Photo' tab to add a photo of the staff member.

Step 9 - Click 'Save' in the top right corner.

Instructions to add a new staff member:

Step 1 - Log into your Flipdish Portal with your email address and password.

Step 2 - Click on 'Add-ons' and select 'Staff'.

Step 3 - Click on 'Staff Roles'.

Step 4 - Here you can see predetermined roles which you can edit by clicking on them. Click 'Save' to save your changes.


Step 5 - You can also create a new role, by clicking on the 'New Staff Role' button. You'll get a pop-up prompting you to select the permissions for the role, add a role name and a role description. Click on 'Save' to save your changes.


To learn more about Flipdish's products or how to grow your online business enroll for FREE in the Flipdish Academy here:http://academy.flipdish.com/

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