How to Add an Employee
Introduction
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Table of Contents
Navigating to the Employee List & Adding a New Employee
How to Edit Employee Information
How to Archive an Employee
Unarchive and Permanently Delete Employee
Navigating to the Employee List and Adding a New Employee
Step 1: From the dashboard, tap on "Workforce"
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Step 2: Then select "Employees" from the menu list.
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Step 3: Click “+ New Employee”
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Step 4: Fill in the employee details:
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FIELD | ACTION |
---|---|
Employee Profile Pictures | Upload employee image |
Employee First Name* | Enter the employee’s first name |
Employee Last Name* | Enter the employee’s last name |
Dashboard Access | Enable or disable the employee's access the the dashboard |
Employee Role | Select the preferred employee role |
Point of Sale Pin | Setup the employee's POS pin to use on shift |
Payroll | Enable or disable the payroll function |
Type of payroll | Select from the available options the payroll type preferred |
How to Edit Employee Information
Step 1: Sign in to your eatOS dashboard.
1a. Within your dashboard, select the Workforce tab, then click on Employees.
Step 2: Hover over the "Date Created" column, tap on "Edit"
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Step 4: Fill out the needed information
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Note: That field names with asterisk (*) are required in order to be saved.
4a. Edit Employee
FIELD | ACTION |
---|---|
Employee Profile Pictures | Upload employee image |
Employee First Name* | Enter the employee’s first name |
Employee Last Name* | Enter the employee’s last name |
Date of Birth | Enter the employee's DOB |
Email* | Enter the employee's email address for account activation and ease of contact |
Phone* | Enter the employee's phone number for account activation and ease of contact |
Address | Enter the employee's home address |
4b. Employment Information
FIELD | ACTION |
---|---|
Employee Role* | |
Point of Sale PIN* | Set up the pin for the employee's access to the POS |
Employee Joining Date | Enter the employee's employment date |
4c. Dashboard Permissions
FIELD | ACTION |
---|---|
Dashboard Access | Enable or disable the employee's access the the dashboard |
4d. Job Information
FIELD | ACTION |
---|---|
Store Location* | Select the store branch to be assigned to |
Department* | Select the department assigned to |
Custom Employee ID | Create an employee ID |
Payroll ID | Create a Payroll ID |
4e. Payroll Details
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FIELD | ACTION |
---|---|
Payroll | Enable or disable the payroll options |
Type of Payroll* | Select the type of payroll to be implemented |
Pay Type* | Select the pay type preferred |
ADP File Number | Enter the employee identification number |
Social Security Number | Enter the employee's social number (If applicable) |
Base Rate* | Set the base pay rate |
Overtime Base Rate* | Set the base pay for overtime |
Double Time Base Rate* | Set the double time pay rate |
Max Hours Daily* | Set the daily maximum hours work |
Max Hours Weekly* | Set the weekly maximum hours work |
Double Time Max Hours* | Set the maximum double time working hours |
Double Time Max Hours weekly* | Set the weekly double time working hours |
How to Archive an Employee
Step 1: Hover over the employee name and tap on the archive icon under the "Date Created" column.
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Step 2: Confirm the action by tapping "Yes, archive it!" or choose "Cancel" to keep the employee without archiving.
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Unarchive and Permanently Delete Employee
Unarchiving an Employee
Step 1: To unarchive an employee, navigate to the Archived section.
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Step 2: Tap on the 3-dot icon next to the archived employee status, then select "Unarchive" .
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2a. Reactivate the employee by tapping "Yes, unarchive it!" or choose "Cancel" to keep it in the archive.
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Permanently Deleting an Employee
Step 1: On the Archived section, tap on the 3-dot icon next to the archived employee status, then select "Permanently Delete" .
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Step 2: Confirm the action by tapping "Yes, permanently delete it!" or choose "Cancel" to return to the archive.
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Updated on: 01/26/2025
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