Creating a new employee:
To create a new Employee choose Menu - Admin - Employees - Add/Edit Employees.
- Press the Add New Employee button at the top of the screen
- Enter all their contact details (if required). Minimum of First name is required.
- Click on the General tab and choose if they should have a column in the appointment book or not, POS, and all other settings.
- Click on Security Levels tab and write down the PIN they've been provided. You may also want to set the auto log off time to log them off after a certain amount of minutes and you should give them a security group.
- You can also click on the Roster / Lunch tab and set the staff's hours as well as the Targets tab if they have targets. The other tabs are covered in more detail in other documents.
- Press the Save button on the bottom left and you have a new employee in the system
Edit an employee:
To edit an Employee choose Menu - Admin - Employees - Add/Edit Employees.
- Choose the employee's name
- Make any changes you see fit on the right hand tabs
- Press the Save button on the bottom left
Delete an employee:
To edit an Employee choose Menu - Admin - Employees - Add/Edit Employees.
- Choose the employee's name
- In the General tab change the Is Active to No by either double clicking the yes or clicking on the yes and pressing N for no.
- Press the Save button on the bottom left
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