Dashboard Workforce Employee
Introduction
Welcome to the eatOS Workforce Management System—the ultimate tool for streamlining your restaurant operations. Our platform empowers you to efficiently manage employees by organizing staff information, tracking time with precision, and structuring job responsibilities. The system allows you to simplify schedule creation, enhance productivity, and keep your team’s information up to date. Optimize your operations effortlessly with features like role management, timesheets, and department organization.
Table of Contents
Accessing Employee
Adding an Employee
Editing Employee Information
Archiving an Employee
Unarchiving and Permanently Archiving an Employee
Accessing Employee
To access Workforce - Employee, follow these steps:
Step 1: Simply log in to your account and select the relevant location.
1a. Navigate to the Operation section and select the Workforce tab.
1b: Choose "Employee."
Adding an Employee
Step 1: From the Dashboard, Navigate to Workforce section and then select Employees.
Step 2: Click on the + New Employee button.
Step 3: Fill in the employee details in the provided fields:
| FIELD | ACTION |
|---|---|
| Employee Profile Pictures | Upload employee image |
| Employee First Name* | Enter the employee’s first name |
| Employee Middle Name | Enter the employee’s middle name |
| Employee Last Name* | Enter the employee’s last name |
| Date of Birth | Enter the employee's date of birth |
| Enter the employee email address – make sure to enter a working email address to receive the verification. Note: verification will be sent to an employee with permission to access the dashboard | |
| Phone | Enter the employee’s phone number - the number provided should be an active number to receive notifications |
| Address | Enter the employee's address |
| Employment Information | |
| Employee Role* | Select the employee role (pre-configured with assigned permission) |
| Point of Sale PIN* | Enter a unique 4-digit (PIN) number - to be used in accessing all devices |
| Dashboard Access* | Option to provide employee access to the dashboard. If toggled on, it enables the employee to have dashboard access, and toggle off to limit access |
| Employee Joining Date* | Select the employee joining date using the date picker |
Editing Employee Information
Step 1: Select the employee you wish to edit.
Step 2: Hover to the "Date Created" column and choose Edit to update their information.
Archiving an Employee
Step 1: Select the employee you want to archive.
Step 2: Hover to the "Date Created" column and select Archive.
Step 3: Confirm by clicking Yes, archive it!, or cancel by clicking Cancel.
Unarchiving and Permanently Archiving an Employee
To Unarchive an Employee:
Step 1: Tap the Archived button.
Step 2: Select the employee, click the 3-dot icon, and choose Unarchive.
Step 3: Confirm by clicking Yes, unarchive it!, or cancel by clicking Cancel.
To Permanently Archive an Employee:
Step 1: Tap the Archived button.
Step 2: Select the employee, click the 3-dot icon, and choose Permanently Delete.
Step 3: Confirm by clicking Yes, permanently delete it!, or cancel by clicking Cancel.
Updated on: 12/04/2024
Thank you!