Action

Display

1. Tap the Employees icon

2. Select New + to create a new employee

3. In the General Information and Advanced Information sections use the text fields to input the new employee’s details:

   • First Name

   • Last Name

   • Notes (Optional)

   • Nickname (Optional - the set Nickname will display on receipts)

   • Email (Input Employee email if they require BOH access)

   • Date of Birth

4. In the Payroll Information section use the Text Fields to input the new employee’s Payroll details

   • Hire Date

   • Termination Date (If applicable)

   • Filing Status

   • Compeat ID

5. In the Address section use the Text Fields to input contact details of the new employee

6. In the POS Location Assignments section tap the Edit Assignments button

7. Click on New Employee from the column on the left, select Add Location, select the location the new employee will work at, click Ok

8. In the employee Location - General Information section use the Text Fields to input:

• Login Code- create a unique log in pin for the new employee

• Swipe Code- used in lieu of Login Code if new employee has a manager Swipe Card

• Payroll ID- input Employee Payroll ID number

9. Tap the newly added Location from the left column and select Add Job Position

 10. Select the Job Position for the new employee to work under, click Ok

 11. In the Employee Job - General Information section you can input a Pay Rate for the new employee.

• Pay Rates can be set globally from the Job Positions section of BOH and then further refined locally from this section, i.e., a Busser starts off at $9.00/hr then earns a merit raise of $0.50 that only applies to that employee.

 12. If the new employee will have multiple Job Positions repeat steps 10 and 11 accordingly

 13. Verify the new employee has the ability to clock into the Job Position(s) via the FOH

Action

Display

Terminating an Employee

1. Navigate to the Back of House (BOH) menu

2. Select Employees

3. Select the employee you wish to terminate

4. Scroll down to Termination Date

5. Enter the date of termination in the following format: MM/DD/YYYY. The employee will no longer appear in the Front of House (FOH)

Reactivating an Employee

1. Navigate to the Back of House (BOH) menu

2. Select Employees

3. From the dropdown menu in the upper-left corner, select Terminated Employees to display users that have been deactivated

4. Select the user you wish to reactivate

5. Under Payroll information, delete the date in the Termination Date field

6. The employee will now be considered active and appear both under Active Employees, as well as in the Front of House (FOH)