Dashboard Navigation: Employee & Timesheet
How to Navigate to the Employee and Timesheet on the Dashboard
Welcome to our comprehensive guide on navigating the employee and timesheet features within the eatOS dashboard. This article will walk you through essential tasks such as adding, editing, archiving, and unarchiving employees, as well as viewing employee hours worked for the day.
Table of Contents
Accessing Employee and Timesheet
Adding an Employee
Editing Employee Information
Archiving an Employee
Unarchiving and Permanently Archiving an Employee
Viewing the Employee Timesheet
Gain a comprehensive knowledge of navigating the employee and timesheet dashboard quickly and easily with this insightful tutorial video.
Log in to your eatOS dashboard account and select the relevant location.
Navigate to the Operations - Employee section of the dashboard.
From the Dashboard, go to the Employee section and click the drop-down arrow, then select Employees.
Click on the + New Employee button.
Fill in the employee details in the provided fields:
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Select the employee you wish to edit.
Hoover to the "Date Created" column and choose Edit to update their information.
###Archiving an Employee
Select the employee you want to archive.
Hoover to the "Date Created" column and select** Archive.**
Confirm by clicking Yes, archive it!, or cancel by clicking Cancel.
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###Unarchiving and Permanently Archiving an Employee
To Unarchive an Employee:
Tap the** Archived** button.
Select the employee, click the 3-dot icon, and choose Unarchive.
Confirm by clicking Yes, unarchive it!, or cancel by clicking Cancel.
###To Permanently Archive an Employee:
Tap the** Archived** button.
Select the employee, click the 3-dot icon, and choose Permanently Delete.**
Confirm by clicking Yes, permanently delete it!, or cancel by clicking Cancel.
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Stay on top of your team's work hours by easily managing and viewing their hours worked.
Navigate to the side navigation bar and select Timesheet.
Total weekly hours worked are automatically displayed in the Hours Worked column.
Hover over a specific day column to preview the total hours worked and break time.[Back to top](#3-in-this-article)
Welcome to our comprehensive guide on navigating the employee and timesheet features within the eatOS dashboard. This article will walk you through essential tasks such as adding, editing, archiving, and unarchiving employees, as well as viewing employee hours worked for the day.
Table of Contents
Accessing Employee and Timesheet
Adding an Employee
Editing Employee Information
Archiving an Employee
Unarchiving and Permanently Archiving an Employee
Viewing the Employee Timesheet
Gain a comprehensive knowledge of navigating the employee and timesheet dashboard quickly and easily with this insightful tutorial video.
Accessing Employee and Timesheet
Log in to your eatOS dashboard account and select the relevant location.
Navigate to the Operations - Employee section of the dashboard.
Adding an Employee
From the Dashboard, go to the Employee section and click the drop-down arrow, then select Employees.
Click on the + New Employee button.
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 |
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Editing Employee Information
Select the employee you wish to edit.
Hoover to the "Date Created" column and choose Edit to update their information.
###Archiving an Employee
Select the employee you want to archive.
Hoover to the "Date Created" column and select** Archive.**
Confirm by clicking Yes, archive it!, or cancel by clicking Cancel.
Back to top
###Unarchiving and Permanently Archiving an Employee
To Unarchive an Employee:
Tap the** Archived** button.
Select the employee, click the 3-dot icon, and choose Unarchive.
Confirm by clicking Yes, unarchive it!, or cancel by clicking Cancel.
###To Permanently Archive an Employee:
Tap the** Archived** button.
Select the employee, click the 3-dot icon, and choose Permanently Delete.**
Confirm by clicking Yes, permanently delete it!, or cancel by clicking Cancel.
Back to top
Viewing the Employee Timesheet
Stay on top of your team's work hours by easily managing and viewing their hours worked.
Navigate to the side navigation bar and select Timesheet.
Total weekly hours worked are automatically displayed in the Hours Worked column.
Hover over a specific day column to preview the total hours worked and break time.[Back to top](#3-in-this-article)
Updated on: 11/21/2023
Thank you!