Quick Links
Create Job Position
Action | Display |
|---|---|
1. From the main BOH screen, select 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:
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)
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
8. In the Order Transferring section configure the Rules appropriately for the new Job Position
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9. In the Tip Jars section select the appropriate Tip Jars the new Job Position contributes to.
10. In the Permissions section check the appropriate/desired check boxes for the new Job Position |  |
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.
Action | Display |
|---|---|
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 | .png?version=1&modificationDate=1647380407998&cacheVersion=1&api=v2) |
Verify Job Position (FOH)
Action | Display |
|---|---|
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Most Commonly Used Job Position Settings & Additional Information
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 |