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# How to Add an Employee


### Introduction

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### Table of Contents

* [Navigating to the Employee List & Adding a New Employee](#3-navigating-to-the-employee-list-and-adding-a-new-employee)
* [How to Edit Employee Information](#3-how-to-edit-employee-information)
* [How to Archive an Employee](#3-how-to-archive-an-employee)
* [Unarchive and Permanently Delete Employee](#3-unarchive-and-permanently-delete-employee)
---

### Navigating to the Employee List and Adding a New Employee

${vimeo}[Adding an Employee](990614275)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_10o4cq.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_r8crju.png)

**Step 3:** Click **“+ New Employee”** 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_g8wnmq.png)

**Step 4:** Fill in the employee details:
 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_18s5nrz.png)

| 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

${youtube}[Dashboard Editing Employee Information](pa0_DexhyMU)

**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"**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1natjwk.png)

**Step 4:** Fill out the needed information

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1lqt415.png)

|| 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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_sdrc01.png)

| 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

${youtube}[Dashboard Archiving an Employee](glirKgs_aN8)

**Step 1:** Hover over the employee's name and tap on the **Archive icon** under the **"Date Created"** column.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_ir9ijy.png)
 
**Step 2:** Confirm the action by tapping **"Yes, archive it!"** or choose **"Cancel"** to keep the employee without archiving.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_10ke1bl.png)
---

### Unarchive and Permanently Delete Employee

${youtube}[Dashboard Unarchiving and Permanently Deleting an Employee](avILbBI8vrM)

### Unarchiving an Employee

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1b4j6cv.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_fuv8jx.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1xck0hl.png)
---

### 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"**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_5d6mn5.png)

**Step 2:** Confirm the action by tapping **"Yes, permanently delete it!"** or choose **"Cancel"** to return to the archive.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_okwntk.png)

[Back to top](#3-introduction)