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Category Employee Management

27
Jun

Balance Cashier

The Balance Cashier function allows the cashier to enter in the amount of cash at the end of shift and prints an end of day cashier report. To add the button to your screen please refer to our Create POS Buttons/Button Configurations manual page. At the POS, once the cashier has finished the shift, simply select ...
7
Jun

Messages (Online Function)

Allows for communication with an entire organizational unit or can target communication with an individual cashier. Creating Messages Navigate to Employees > Messages. Click New. On the following page fill in the Subject field. Choose a Recipient this could be either a cashier or an organizational unit. Next, set a Priority Status for your message your options are High, ...
29
May

User Roles

User roles are a way to manage and control permission for any back-office user. This is a great way to block certain users from viewing and editing certain functions and reports. In this page will list all known available user roles. To manage your user roles simply navigate to Employees > User Roles. You may create a new ...
30
Nov

Revenue Allocation Account setup & Report

Revenue allocation Accounts are amounts or portions of revenue that is assigned to a particular recipient. For example employee commissions, Tips, Etc. Revenue Allocation Account Setup Creating the Account To create a Revenue Allocation Account navigate to Settings > Revenue Allocation Accounts, and click on New. If you can not find it there, you will need to Edit Menu Entries. Next, Give ...
30
Sep

Time Summary Report and Widget

The time summary report is a feature of our retail POS that shows you which of your employees has been working during specified time periods and for how long. Time Tracking and Reporting  Clocking In and Out Setup In order to configure your POS to keep track of your employees working hours, you must first set ...
28
Sep

Time Tracking Entry Setup

Time Tracking Setup For setting up your time tracking entries navigate to Employees > Time Tracking Entities.  Here you can set up your different clock-in and out actions. Some common examples are Start Shift, End Shift, Start Break, End Break. Make sure that the right entities are set as paid time. In the examples above the ...
28
Sep

Change Cashiers at the POS

Logout Once a cashier is logged into the POS they can use the “Logout” to get back to the login screen. If a cashier logs out the current transaction remains open and will resume as soon as the cashier logs back in. By default, you will find the Logout function under function tab 1.  If you ...
28
Sep

Create Back Office Users

Adding Back Office Users To manage your back office users navigate to Employees > Users.  This lists all users that have access to your back office.  You can add, edit or delete users. By default only a Single User will be created, associated with the email address and person who signed up for the account originally. ...
28
Sep

Manage Cashier Roles and Permissions

To create Cashiers please visit our Create Cashiers manual page. Cashier Roles  To manage cashier permissions you can set up cashier roles.  The cashier roles are under Employees > Cashier Roles. Here you can create and modify cashier roles which determine a cashier's permission. In other words, what they are able to do at the Point ...
25
Sep

Create Cashiers

To adjust cashier permissions and roles please visit our Manage Cashier Roles and Permissions manual page. Create Cashier In order to create new cashiers, navigate to Employees > Cashiers. Here you will find the list of cashiers for your organization.  You can create, edit or delete cashiers. By default the system comes with 2 sample ...