To add an Employee:
- Go to your shop admin dashboard.
- Select Employees from the left sidebar to open the Employees tab.
Adding your First Employee
First you will see your list of employees. It will open the first time to a blank create employee form. If you are editing an employee, click the Create new button to add a new employee.
Employees can have different positions and permissions to access parts of your system. You are a Manager and have access to everything.
Add the Employee Name
First enter the employee’s First Name and Last Name.
Set the Employee’s Role and Permissions
Next you will assign the Employee their role, which is like their job position. Each role comes with different permission levels, or what they can access in your store Admin. You can select more than one role for employees that are not Managers. You can also give them Point of Sale (POS) access by setting a Password for them.
A Manager has all the access and is the top Admin role. Managers can create and edit products and orders, make reports, and create new employees. They can also see all the financial information about your store.
A Receptionist can check-in and create new customers and access your Customer lists.
A Cashier can create and handle orders, and manage inventory and products.
A Driver can access delivery orders through the companion Delivery App. They can create and handle orders on the go.
To give the Employee access to the Point of Sale (POS), you can select or deselect the option, Allow POS Login. This lets them create and handle orders in your store.
Create Login Details
First enter the Employee’s Username and Email address. The Email address is used for contacting the Employee and to reset their Password.
Managers, drivers, and anyone with POS access will need a password to login to the system. Enter a Password in the Set password field.
For Receptionists and Cashiers with no POS access, you will set a login Pin Code instead. Enter a 4 digit Pin Code in the Set Pin Code field.
Save and Create your new Employee by clicking the Create button.
When editing an existing Employee, click the Save button to publish your changes.
Add Work Shifts and Record Hours Worked
Add Work Shifts
Once you Create your new Employee, an Employee Shifts section appears below the Save button.
Here you can add future work shifts for your Employee.
Edit expected working hours first by selecting the day for the shift from the Day dropdown.
Select the time the future shift should start by selecting an hour and minutes from the Start dropdown.
Select the time the future shift should end by selecting an hour and minutes from the End dropdown.
You can then set for how many days the future shift should repeat. This is useful for creating an entire work week schedule. Enter a numerical value in the Repeat field.
Save your future shift by clicking the Add Time Block button.
Record Hours Worked
You can then record hours the Employee actually worked by switching to the Edit actual recorded working hours tab by clicking the Edit Employee Shifts button.
Edit actual recorded working hours first by selecting the day for the shift from the Day dropdown.
Select the time the shift started by selecting an hour and minutes from the Start dropdown.
Select the time the shift ended by selecting an hour and minutes from the End dropdown.
You can then set for how many days the shift repeated. This is useful for recording a week of the same shift times. Enter a numerical value in the Repeat field.
Save the working hours shift by clicking the Add Time Block button.
You can view Employee shifts and recorded working hours from the Reports section of your Admin.