Team Management

Staff	Roles	Checklists

Staff

Learn how to add employees to the Back Office. They'll use their login to use the POS system.

Adding Employees

1. Click + Employee.

2. Enter the employee's first and last name.

3. Enter Receipt Display Name( how their name prints on receipts).

4. Enter a numerical passcode for the employee. They'll use this code to log into the POS.

5. Optionally, enter an ID number for the employee.

6. Optionally, enter the employee's email and phone number.

7. Toggle the employee's access level.

   Access

   • Advanced Access: The employee has managerial level access. They can close batches, print daily reports, process credit returns, etc.
   • Full Access: The employee has access to all orders and can make changes as needed.

8. Toggle the Turn Off Clock In setting. When turned off, the Clock In option will not appear in the POS app for this employee.

9. Select a role from the list and enter the hourly wage.

   If your role isn't in the list, you can add it from Employee > Team > Roles. Read More.

10. Click Save.

Disable and Delete Staff

Select an employee and click Make Inactive. An inactive employee will no longer be able to clock in or have access to the Selflane POS system.

You can click Activate on a deactivated employee and bring them back to the system.

For an deactivated employee, you have an option to delete them from the system if their profile was never been used.

Please note that if an employee has clocked in before, you will not be able to delete their profile.

Download and Upload Employees

Click CSV button to download all employee profiles.

Click Upload button to quickly import and replace the current employee profile. The system will use employee ID or their First/Last name to match profile and update them.

Auto Clockout Time

You can configure it to operate between 9:30 PM and 4:30 AM. The system will automatically clock out any open timecards at the designated time. Additionally, the system will send you an email reminder to review and edit those timecards later.

Roles

This module is used to manage the roles of the employees.

Departments are available if you have a 7Shifts integration set up.

Adding Roles

1. Click + Add.

2. Enter the name of the role. Then, select the access level.

3. Click Save.

   Access

   • Slide the Can Order toggle switch to the right if the role needs access to place orders.
   • Slide the Can Manage toggle switch to the right if the role is authorized to perform management functions.
   • All roles can have manager actions, such as cancel order, discount, open cash drawer.

   Extra functions need Manager Approval

   Slide each toggle switch to the right to require management approval for the following tasks.

   1. Edit POS App Settings
   2. Apply Vouchers
   3. Redeem Member Points
   4. Customize Items or Modifiers

Deleting Roles

1. Click the three dots on the role.
2. Click Delete.
3. Click Remove.

Checklists

Checklists pop up when staff members clocks out on the POS app. The checklist serves as a guide for staff to finish tasks before leaving their jobs.

Adding Checklist

1. Click + Checklist.

2. Select a role (or multiple roles).

3. Type the first task

4. Click the + plus sign to add more checklist items.

   Click the red X sign to delete checklist items.

5. Click the up and down arrows to arrange the order of checklist items.

6. Click Save.

Deleting Checklist

To delete an entire checklist, click the red trash icon.

Staff Access Explained

Staff access within our system is delineated into two main types: individual-based access and role-based access.

1. Individual-Based Access:

   • Advanced Access and Full Access: These access levels are determined individually for each staff member. Advanced Access may grant permissions such as access to closing batches or specific order functionalities, while Full Access provides broader access privileges.

2. Role-Based Access:

   • Manager Approval Access: Access rights associated with managerial roles are defined uniformly across staff members holding those roles. For instance, all staff with a manager role would have access to functions like applying discounts, voiding items, and similar managerial tasks.

By employing a combination of individual-based and role-based access controls, our system ensures appropriate levels of access for staff members based on their roles and responsibilities within the organization.