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Point of Sale - Staff Management & Seating

About 1 min

Point of Sale - Staff Management & Seating

Learn how to set up your staff and seating layout for the POS app.

Adding Staff

  1. Go to Employee > Team.

  2. Click + Staff to add an employee.

  3. Enter the employee's name and passcode. Then, enter optional information, if relevant.

    The passcode is for clocking into the POS app and for modules or tasks that require permission.

  4. Toggle Advanced Access, Access to All Orders, and Turn Off Clock In on an individual level.

  5. Assign the role for the employee and enter their wage.

  6. Click Save.

Adding Custom Roles

Don't see a role that fits your employee? Create a custom role.

  1. From Emplloyee > Team, select Roles in the horizontal navigation.

  2. Scroll to the bottom of the role list and click Add More.

  3. Enter the name of the role, toggle Can Order and Can Manage.

    Turning on Can Manage means the role can perform manager functions, such as cancelling orders, applying discounts, and opening the cash drawer. Non-manager roles will require manager approval to perform these tasks. To turn on more functions that require manager approval, toggle the settings under Extra functions needs Manager Approval.

  4. Scroll to the bottom of the page and click Save.

Setting Up Payroll

Manage employee payroll, overtime pay, and timecards.

  1. Go to Employee > Payroll.

  2. Click Add + to create a time card. Enter and confirm details and click Save.

    Though many employees may punch into the POS app and automatically generate time cards, you can create time cards manually if needed.

  3. To adjust overtime pay, click OT BOOST. Then, drag the slider to set the overtime boost percentage.

Setting Up Seating

You'll add your seating through your online account and then set the layout in the POS.

  1. Go to Settings > Seating.

  2. Click Add + to add a table.

  3. Enter the ID for the table and the minimum and maximum number of occupants a table. Then, enter or select the room.

  4. Click Save.

You'll arrange the layout of your seating while we test and finalize your POS setup.

Next Steps

Walk through the essential steps of staff training

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