Articles on: Frequently Asked Questions

How to Add an Employee


Introduction


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Table of Contents



Navigating to the Employee List and Adding a New Employee



Step 1: From the dashboard, tap on "Workforce"



Step 2: Then select "Employees" from the menu list.



Step 3: Click “+ New Employee”



Step 4: Fill in the employee details:



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

Set up 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"



Step 4: Fill out the needed information



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 to 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



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's name and tap on the Archive icon under the "Date Created" column.



Step 2: Confirm the action by tapping "Yes, archive it!" or choose "Cancel" to keep the employee without archiving.



Unarchive and Permanently Delete Employee



Unarchiving an Employee


Step 1: To unarchive an employee, navigate to the Archived section.



Step 2: Tap on the 3-dot icon next to the archived employee status, then select "Unarchive"



2a. Reactivate the employee by tapping "Yes, unarchive it!" or choose "Cancel" to keep it in the archive.



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"



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: 06/30/2025

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