In order for managers, cashier, drivers and kitchen staff to use the system, they need to be added onto the system with their own passwords.
You need to go to BackOffice> Lists> Employees> Employees:
Then you need to click on the “+” button at the top:
Once you have clicked on the “+” button at the top, you will be presented with the following window:
The fields required are:
The other fields on this window are recommended to be entered but they are optional.
NB.: The Employee # needs to be unique to each employee as the system will not allow you to save an employee with a duplicated employee# that is already in use.
Once you have completed, you need to click on "Next" to move onto the next Window:
You need to click on the drop-down arrow to select the category that the employee belongs to:
If the category you are needing is not listed then you would need to create the category by following the steps on How do I create additional Employee Categories? If the category you need is already on the Employee Category list but it is not available when adding a new employee then you may not have the required permissions to select the desired category.
Once you have selected the category that your new employee falls under, you will need to click on the “Set Password” button which bring up the following window:
Once you have entered the password in twice, you need to click on “OK” to save it to the new employee’s profile. If the setting that allows for a separate Invoicing password to be set then you will have the following option on the window:
Once you have clicked on that, you will be presented with the following window to capture the new password:
Once you have captured the password, you need to click on “OK” and this will save the password to the system for the specified employee.
Adding a Fingerprint to the system
The system also allows for the use of a fingerprint scanner. In order to add a fingerprint to the system, you need to have a compatible fingerprint scanner installed. In order to add a fingerprint to an employee, you need to first add the employee with a password, save them and then edit the employee’s profile again to add the fingerprint. You would need to click on “Check/Set Fingerprint”:
When you click on the above option, you will be presented with the following pop-up window:
Once you have authorized the capturing of a fingerprint, you will receive the following pop-up window:
You will then have to capture the employee’s fingerprint 4 times before it can be saved to the system. You will be presented with the following pop-ups when capturing the fingerprint:
Once you have captured the fingerprint, the system will save it to the database.
Here you can set the maximum discount percentage and the maximum discount value that the specified employee can assign to any invoice:
Here you can set the maximum monthly spend, maximum discount percentage and maximum discount value that the specified employee can set to a staff meal discount:
Once you've completed the above, you can click on “Next” to proceed to the next screen:
Hourly Rate: You can set the hourly rate per employee here. This will reflect on the end of day in the employee cashup screen
Commission Percentage: You can set the commission percentage for any order rung up by the employee here. This only applies to cashiers or waiters who have access to ring up table orders.
Shifts-To-Date: If the employee has worked for the store previously and is returning, you can enter their shifts that they have previously worked, here.
Rate per Delivery: Here you can enter a fixed rate to add to a driver’s wages for each delivery assigned to them. This only applies to drivers.
Km Rate: Here you can enter a fixed rate that a driver receives for each kilometer during their shift. This only applies to drivers.
Once you have completed the above, you can click on “Finish”:
You have now successfully added an employee to the system.