Adding / Editing Employees

Creating a new employee:

To create a new Employee choose Menu - Admin - Employees - Add/Edit Employees.

1. Press the Add New Employee button at the top of the screen
2. Enter all their contact details (if required).  Minimum of First name is required.
3. Click on the General tab and choose if they should have a column in the appointment book or not, POS, and all other settings.  
4. 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.
5. 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.
6. 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.

1. Choose the employee's name
2. Make any changes you see fit on the right hand tabs 
3. Press the Save button on the bottom left

Delete an employee:

To edit an Employee choose Menu - Admin - Employees - Add/Edit Employees.

1. Choose the employee's name
2. 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.
3. Press the Save button on the bottom left