How to Add an Employee

Introduction

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Table of Content

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"

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	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: Select the employee.
Step 2: Hover over the "Date Created" column.
Step 3: Tap on the edit icon.
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 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

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.

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.

Updated on: 11/24/2023

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