Managing Employees in the Workforce Module

Overview

The Workforce module in our POS system is designed to streamline our employee management processes. It allows you to access and track employee clock-in/clock-out times, create and edit schedules, and keep essential employee information up to date, simplifying operations and enhancing productivity.

Managing Employees

Viewing Employee List

1. In the Workforce section, click on Employee.

2. You will see a list of employees with details such as roles, phone numbers, and email addresses.

Adding a New Employee

1. To add a new employee, click on the + button in the Employees panel.

2. Fill out the Employee information:

• First Name and Last Name (Required)
• Email and Phone Number (Optional)
• Employee details like Dashboard Access and Employee ID (Optional)

3. Set the Job Role and Revenue Center.

4. Optionally, create a New PIN for secure access.

5. In the Payroll Details section, define the payroll type and assign a Job Type if necessary.

Deleting an Employee

1. Find the employee you want to delete in the list.
2. Slide the employee's name to reveal the delete button.
3. Tap the delete button to remove the employee from the system.

Frequently Asked Questions (FAQs)

• How do I reset an employee's PIN?: Navigate to the employee's profile and select Create New Pin to set a new access PIN.
• Can I assign multiple roles to an employee?: Currently, each employee can be assigned one primary job role, but you can modify it anytime based on requirements.

Updated on: 01/28/2026