Employee Management

This setting is to add an employee & pin to Dashboard, then the employee can use the pin to access POS.

Employee management helps you do employee management easier. With ABC POS, your staff can schedule their shifts to accurately record work time and improve performance.

Upgrade to ABC Xpress Advance to unlock the whole feature.

• Set Up Employee Card
• Employee Profiles
• Schedules
• Attendance

How to set up employee card

The steps for adding employee card are shown below

1. Go to the Employee Module> Profiles

2. You can click and to switch the grid and list mode.

3.Click Add Profile

Once the information is filled in, enter save

Create a new Employee Profiles

1. Click Add Profile button on the top right → open a new employee profile


2. Fill out all required fields** Require Clock in If you allow employees to access the POS only when they have been scheduled shifts.
** Super Role: usually for BOSS/Administrator only, free to access to any POS.
** POS Pin: Pin number for the local POS

3.How to view employee Profiles

1. Go to the Employee Module> Profiles
2. You can click and to switch the grid and list mode.
3. Select a Branch from the dropdown menu (Only for account with a multiple stores )

Set Roles/permissions for employee

• 1. Go to Employee> Set Roles
• 2. Click the “+” icon to add a new role.
• 3. Fill out all the required info
• 4. Set the permissions: this is the permissions of the role on POS operation.
• 5. Save the changes
  

 

 

How to delete/ deactivate an employee?

1. Go to the employee profile that needs to be deleted/deactivated
2. Click “Deactivate” button
3. View the deactivated employee profile list at the Employee> Profiles> Previous Employees
   

Employee Profiles

Profiles

Page shows all employees in a store sorted by role types.

Search bar able to search by an employee’s name.

• Click search bar
• Input an employee name, it automatically shows up for the search result.

Show online/ show all a switch button to see online employees(green dots) or all employees.

Add profiles can enter new employee information.

• Click “add profile”, go to the employee information page.
• Input employee information or upload pictures.
• Click save.

Click the List view icon on the top right corner to switch between box view or list view.

Click any employee to go to edit profile. This page can edit employee information.

• Click one employee.
• Edit the personal information/employee setting..
• Click save.

Previous Employees

Page shows information of previous employees in a store.

Search bar able to search by an employee’s name.

• Click search bar
• Input an employee name, it automatically shows up for the search result.

Employees Schedules

Schedules

Set up employees work schedules

• Select a store.
• Click employee type and date on schedule sheet.
• Select time range.
• Click save.

Renew shift button clears all data on the schedule sheet.

Tool can print the schedule sheet.

Shift Settings

Can set up different shift schedules for employees

• Fill out shift time detail on the right side box.
• Click save, then the shift name will show on the left side box.

Clock in/Out Setting

Set up clock in/out options

• Allow clock in without shift
• Print employee report at clock-out
• Auto clock out
• Auto clock out time
• late/leave early mark threshold
• Pay meal break

 

Employee Attendance

Attendance

Make schedule for employees

• Select an employee and date on the schedule sheet.
• Enter time range
• Click save

Print button allows printing out employees’ working hours.

On the left side of the screen, all positions box is able to see attendance with role type.

On the right side of the screen, there is a date selection which allows you to see attendance with a specific day.

Summary

Set Roles

Set up different groups of roles. Each role has different permissions.

On the left side shows role types.

On the right side allows to add a new role type.