Page Comparison

1. From the main BOH screen, selec the Job Positions icon

2. Tap the New Item icon ( + ) to create a new Job Position

3. In the General Information section configure new Job Position

settings accordingly

4. In the Clock Out Message section the Clock Out Message for this Job Position can be customized, if applicable:

• Check box to enable Clock Out Message

• In the text field input appropriate Clock Out Message

5. In the Auto Breaks section indicate the appropriate number of minutes, if applicable:

(Please note that this is only applied at clock out.  0 for either of the below settings will disable this feature)

• Every ____ Minutes

• Ensure ____ Minutes of Break 

6. In the Initial Settings section indicate the Pay Rate for this Job Position in the Text Field, if applicable

7. In the Order Viewing/Editing tab select the appropriate Job Positions

• This allows the new Job Position to view and open Orders created by the selected other Job Positions

8. In the Order Transferring section configure the Rules appropriately for the new Job Position

• The new Job Position can transfer Orders to the other Job Positions listed in the table, following the Rules selected

9. In the Tip Jars section select the appropriate Tip Jars the new Job Position contributes to. 

• To create a new Tip Jar please follow the instructions here 

  10. In the Permissions section check the appropriate/desired check boxes for the new Job Position 

1. Select the Locations icon

2. Select the appropriate Location, if applicable, then scroll to the Time Zone / Hours of Operations settings

3. Check the Clock Out the Below Job Positions on Auto End of Day box

4. Check the checkboxes for each Job Position to clock out automatically when auto end of day is ran

1. Verify the new Job Position can be selected upon Clock-In via the FOH

Setting

Details

General Information

Name

Job Position Name

Organization

Place of Business (Already Set)

System Generated

Leave Unchecked- DO NOT DELETE

Color

Default set to black

Time Clock Only

Leave checked if they will not be using the POS to ring in orders. If they will be using the system for placing orders and need a closeout report make sure this option is not checked.

Clock in Authorized Required

Check if you would like to authorize this position to clock in

Clock Out Authorized Required

Check if you would like to authorize this position to clock out

Ignore Labor Schedule

Only utilized if also using integrated scheduling software

Can Accept Order Transfers

Check if you would like this position to be able to transfer orders to other employees (more detailed below)

Can Accept Payments

Check if this position will be taking payment

Can Toggle POS Fullscreen Mode

Allows you to leave full screen mode

Prompt for Cash Tips on Clock Out

Check if you want cash tips reported for this job position

Prompt for Tips Paid to Others on Clock Out

Check if you want tips paid to others to be reported on this job position

Close Out on Clock Out

Check to automatically close out when they clock out (If they are printing their own reports to give to the manager at the end of the night this should remain unchecked)

Print Close Report on Clock Out Method

Drop down menu default set to none. Can choose: Current Shift, Entire Day, None, or Prompt. Similar to above, but with a few choices. Current Shift should be used if any job positions work double shift and need to close out more than once per day.

Print Payment Details on Close Reports

Will print payment details if checked

Cash Management Method

Leave set to none unless changed by support

Take Payment Ownership

Allows you to change who can close out check(s)

Break Types Allowed

Set to none default can toggle to paid or unpaid

Break Reminder (Hours)

Set if using breaks

Minimum Break Length (Minutes)

Set if using breaks

Prevent Taking Payments on Break

Set if using breaks

Default List Orders Mode

All Orders will be seen if set to All Orders/ Just My Orders will be shown if set to My Orders for this job position

Print Tip Out Summary on Close Report (Cashier Mode)

If you are using tip jars this prints out a report showing how much the employee tipped out to other employees

Can Leave Unsent Items Unsent

Will not send orders automatically if timeout occurs

Warn About Unadjusted Tips On Clock Out

Will warn this job position to Adjust tips when clocking out

Clock In and Clock Out Messages

Show Clock Out Message

Check if you would like this job position to see a pop up message set by BOH user

Clock Out Message

Fill in with text (optional)

Show Clock In Message

Check if you would like this job position to see a pop up message set by BOH user

Clock In Message

Fill in with text (optional)

Initial Settings

Pay Rate

Positions default starting pay rate (Can be adjusted individually for each employee)

Order Viewing/Editing

This job position can view and open orders created by these selected job positions

Order Transferring

Set the rules for which job positions the currently selected job position can transfer orders to

Tip Jars

Check any tip jars this job position will contribute to

Permissions

Add/Remove Surcharges

Surcharges will be listed if you have any surcharges programmed, check if you are allowing this job position to add or remove surcharges

Allowed Paid In/Out Payments

Check accordingly to give permission to take paid in/paid out payments

Cash Deposits

Check accordingly to give permission to edit/view cash deposits

Cash Management

Check accordingly to give permission for each option

Discounts

Can manage within the discount widget or check if this Job Position has permission to add this discount to an order

Emagine Gift Cards, House Accounts, & Loyalty

Check accordingly to give permission

Order Management

Check accordingly to give permission

Payment Types

Check accordingly to give permission

Personnel

Check accordingly to give permission

Stations

Ability to toggle test mode on/off