Employee Management

Set up and manage employee information and schedules

Table of Contents

Create New Employee Profile

Create New Shift

Set up Schedule

Manage Employee Attendance

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Create New Employee Profile

Employee > Profiles > Select branch (if necessary)

1. Click on Add Profile
2. Input employee information
3. Set employee permissions
   1. Require Clock In: Only allow employee access to the POS while on shift
   2. Super Role: Allows employee to freely access any POS. Usually limited to the boss or administrators 
   3. POS Pin: Set up PIN for the local POS
4. Set up employee position, shift, salary, etc

 

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Create a New Shift

Employee > Schedules> Select a Branch> Shift Settings

1. Click "+" to add a shift
2. Input shift information
   

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Set Up Schedule 

Employee > Schedules > Select branch (if necessary)

There are two options to arranging the schedule: Renewing a shift to recur for a set period of time or manually arranging shifts

Option 1: Renew Shifts

1. Select an employee or all employees
2. Click Actions > Renew Shift
3. Renew shift for a set period of time (Maximum renew shift period: 4 months)

 

Option 2: Manually Arrange Shifts

1. Select an employee
2. Click a time slot to manually add a schedule to the employee

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Manage Employee Attendance

Employee > Attendance > Select branch (if necessary)

View daily/weekly attendance or attendance summary

Print or export attendance summary

Employee > Attendance > Summary

1. Select the desired time period
2. Select specific employee (if necessary)
3. Click Export