Configure Employee Job and Role Settings

Introduction

Our user permissions system simplifies complex task management. You can streamline their workload and enhance productivity by assigning custom job roles to each user. Grant each employee specific permissions tailored to their job role, enabling them to tackle tasks efficiently and reach their full potential.

To manage user permissions quickly and easily, navigate to the employee setup section in the dashboard.

Employee Job Types
How to add a new job type
How to edit and archive a job type
How to unarchive and permanently delete a job type
Employee Job Role
How to access employee job role
How to add a new role
Employee Departments
How to create or add a new department
How to edit and archive a department

Employee Job Types

A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities

Job types define the employee position with a set of permissions and access. A user or employee can be assigned multiple job types with different permissions.

With job types, you can tailor-make a position that assigns employees the perfect range of permissions and privileges, allowing them to explore brand-new opportunities while keeping their data secure.

How to add a new job type

Step 1: Navigate to the Workforce tab on the left navigation bar and Tap Job Type

Step 2: Select New Job Type

Step 3: Enter the required information

Field	Description
Job Type Name*	Enter the job name
Job code*	Enter the job code
Job type color	Select the preferred job type color
Default rate*	Enter the applicable hourly rate
Overtime rate*	Enter the applicable overtime rate
Double rate*	Enter the applicable double rate

Step 4: Tap “Save” to save new job type

How to edit and archive a job type

Step 1: To edit the employee job type, tap the “Edit” icon and update the required information.

Step 2: To delete or archive a job type tap the “Archive” icon

Tap “Yes, archive it!” to confirm or “Cancel” to go back without deleting job type

How to unarchive and permanently delete a job type

Step 1: To unarchive, select the “Archive” tab, click the 3-dot icon, and select “Unarchive”

Step 2 Tap “Yes, unarchived it!” to reactivate or tap “Cancel” to remain on the archive

** To permanently delete **

Step 1: Select the “Archive” tab, click the 3-dot icon, and select “Permanently Delete”

Step 2Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive

Employee Job Role

The job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool, which needs to be redefined or adjusted.

You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role, like your restaurant manager. If access is granted, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.

Users or employees who have access permission granted to view complex information about your restaurant.

How to access an employee's job role

From your eatOS Dashboard, navigate through the Workforce and select Roles.

This section allows you to add or update permission and access depending on the employee's role.

How to add a new role

Step 1: Navigate to the Employee tab on the left navigation bar and tap Roles

Step 2: Click New Role

Step 3: Input the Role Name and select Department.

Toggle on the Full Access button to enable all permissions except for managing transfers and bank accounts.

Step 4: Search for specific permission or scroll down to select one depending on the Roles

Step 5: Once Permission is selected, sub-permissions are displayed on the right. Select limited access on sub-permissions or select all, depending on your preference.