Quick Links
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Create Job Position
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Action
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Display
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1. From the main BOH screen, select the Job Positions icon
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2. Tap the New Item icon ( + ) to create a new Job Position
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3. In the General Information section configure new Job Position settings accordingly
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-Name- i.e., Server, Busser, Bartender, Manager, etc.. -Organization -System Generated (Leave unchecked) -Color -Time Clock Only (Required) -Ignore Labor Schedule -Can Accept Order Transfers -Can Accept Payments -Can Toggle POS Fullscreen Mode -Prompt For Cash Tips On Clockout -Prompt For Tips Paid To Others On Clockout -Close out On Clockout -Print Close Report On Clockout Method -Print Payment Detail on Close Reports -Cash Management Method -Take Payment Ownership -Break Types Allowed -Break Reminder (Hours) -Minimum Break Length (Minutes) -Prevent Starting Orders On Break -Prevent Taking Payments On Break -Default List Orders Mode -Print Tip Out Summary on Close Report (Cashier Mode) -Can Leave Unsent Items Unsent |
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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
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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
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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
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Permission settings: Cash Deposits -Edit Cash Deposits -View Cash Deposit Cash Management -Adjust Others Tips -Adjust Own Tips -Adjust Tip Above Location Max -Allow No Sale -Allow No Sale Override on Cash Drawer Assignments -Batch Credit Cards -Edit Opening/Closing Cash -End Day -Manage Others Closeouts -Manage Own Closeouts -Perform Paid In -Perform Paid Out -Pre-Authorize Credit Cards -Unpair SpotOn Loyalty Tablet -View Closed Out Orders -View Station Report Discounts -(Created discounts will appear here, i.e., Ladies Night, Manager Comp, etc..) Emagine Gift Cards, House Accounts & Loyalty -Claim Loyalty Receipt -Manage House Accounts -Redeem Rewards Order Management -86 Menu Items -Accept Manual Credit Card -Add Custom Gratuity -Allow Update eService -Approve Any Transfer -Assign Cash Drawers -Cash Out Gift Cards -Change Order Type After Send -Combine Orders -Discount Gift Cards -Edit Menu Item Name -Edit Menu Items -Manage Checks -Order Items That Require Authorization -Remove Gratuity -Reopen Order -Reprint Requisition -SafeSurv Override -Send Order Items -Set Lead Times -Set Order Item Price -Split Checks -Tax Exempt -Transfer Closed Order -Unvoid Order Items -Use Auto Gratuity -View External Orders -Void Order Items Payment Types -(Existing Payment Types will appear here, i.e., Cash, Credit Card, Gift Card, etc..) Personnel -Approve Clock Out Message Reject -Approve ClockIn Early -Approve ClockOut Late -Approve Paid Breaks -Approve Unscheduled ClockIn/ClockOut -Edit Time Clock -Manage Teams -Request Support |
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Clock Out at Auto End of Day
In the Locations settings of the Back of House, there is a setting to have specific job positions clock out automatically when the Auto End of Day is ran.
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Action
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Display
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1. Select the Locations icon
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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
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Verify Job Position (FOH)
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Action
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Display
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Verify the new Job Position can be selected upon Clock-In via the FOH
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Most Commonly Used Job Position Settings & Additional Information
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Setting
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Details
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General Information
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Name
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Job Position Name
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Organization
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Place of Business (Already Set)
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System Generated
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Leave Unchecked- DO NOT DELETE
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Color
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Default set to black
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Time Clock Only
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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.
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Clock in Authorized Required
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Check if you would like to authorize this position to clock in
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Clock Out Authorized Required
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Check if you would like to authorize this position to clock out
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Ignore Labor Schedule
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Only utilized if also using integrated scheduling software
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Can Accept Order Transfers
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Check if you would like this position to be able to transfer orders to other employees (more detailed below)
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Can Accept Payments
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Check if this position will be taking payment
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Can Toggle POS Fullscreen Mode
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Allows you to leave full screen mode
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Prompt for Cash Tips on Clock Out
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Check if you want cash tips reported for this job position
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Prompt for Tips Paid to Others on Clock Out
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Check if you want tips paid to others to be reported on this job position
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Close Out on Clock Out
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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)
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Print Close Report on Clock Out Method
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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.
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Print Payment Details on Close Reports
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Will print payment details if checked
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Cash Management Method
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Leave set to none unless changed by support
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Take Payment Ownership
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Allows you to change who can close out check(s)
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Break Types Allowed
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Set to none default can toggle to paid or unpaid
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Break Reminder (Hours)
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Set if using breaks
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Minimum Break Length (Minutes)
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Set if using breaks
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Prevent Taking Payments on Break
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Set if using breaks
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Default List Orders Mode
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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
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Print Tip Out Summary on Close Report (Cashier Mode)
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If you are using tip jars this prints out a report showing how much the employee tipped out to other employees
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Can Leave Unsent Items Unsent
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Will not send orders automatically if timeout occurs
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Warn About Unadjusted Tips On Clock Out
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Will warn this job position to Adjust tips when clocking out
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Clock In and Clock Out Messages
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Show Clock Out Message
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Check if you would like this job position to see a pop up message set by BOH user
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Clock Out Message
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Fill in with text (optional)
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Show Clock In Message
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Check if you would like this job position to see a pop up message set by BOH user
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Clock In Message
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Fill in with text (optional)
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Initial Settings
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Pay Rate
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Positions default starting pay rate (Can be adjusted individually for each employee)
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Order Viewing/Editing
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This job position can view and open orders created by these selected job positions
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Order Transferring
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Set the rules for which job positions the currently selected job position can transfer orders to
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Tip Jars
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Check any tip jars this job position will contribute to
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Permissions
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Add/Remove Surcharges
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Surcharges will be listed if you have any surcharges programmed, check if you are allowing this job position to add or remove surcharges
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Allowed Paid In/Out Payments
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Check accordingly to give permission to take paid in/paid out payments
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Cash Deposits
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Check accordingly to give permission to edit/view cash deposits
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Cash Management
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Check accordingly to give permission for each option
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Discounts
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Can manage within the discount widget or check if this Job Position has permission to add this discount to an order
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Emagine Gift Cards, House Accounts, & Loyalty
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Check accordingly to give permission
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Order Management
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Check accordingly to give permission
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Payment Types
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Check accordingly to give permission
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Personnel
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Check accordingly to give permission
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Stations
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Contents
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