Create Job Position

Job Positions are created to allow employees specific access to command items and such on the SpotOn Front of House.

 

 

Action

Display

Action

Display

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

 

 

2. Tap the New + to create a new Job Position

 

3. In the General Information section configure new Job Position settings accordingly

-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

 

 

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 

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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