Add an Employee

Edit an Employee Record | Delete an Employee Record

Use this procedure to add employees in Point of Sale and optionally assign security group rights. The rights of the assigned security group determine the employees access to Point of Sale features.

If requiring logins, only the System Administrator can add employees.

If you have accessed this topic after copying another employee record, start with Step 4. Edit the information brought from the copied record as needed.

To add a new employee:

1. If requiring logins, log in to Point of Sale as the System Administrator.

2. From the Employees menu, select Employee List.

Your employee list is displayed.

3. Select New Employee.

4. Enter employee name, contact information, and other information in the appropriate fields:

- The optional Notes field on the Custom tab can be used to show schedules, vacations, etc.

- (Pro) If applicable, enter a commission percentage if you will pay the employee a commission on eligible sales.

- (Pro) If using Time Clock to track hours worked for the employee, select the Hourly check box. The employee will be prompted to clock in/out for purposes of tracking hours worked.

- (Pro) Custom fields on the Custom tab can be used to record additional employee information.

5. If requiring logins to use the program, also complete the following:

- Login Name: Assign an alphanumeric login name. Login names must be unique and be made up of letters or numbers and the dash, underscore, and dot/period characters. Login names cannot include spaces or other special characters. Once assigned, login names cannot be changed.

- Security Group: Displays the list of security groups that can be assigned to the employee. Select security group from the drop-down list of your available groups (the four predefined groups and your custom groups).

- Password: Select Create Password. Enter a password and enter it again to confirm. Tips for passwords

6. Select Save or Save and New if adding another employee.

Notes:

- The currently logged in employee must log out and then log in again for changes to take effect in Point of Sale.

- (Pro) Employees and security rights are defined at each store independently and are not exchanged between stores. However, if using Time Clock, the time records of hourly employees are sent from remote stores to Headquarters. When a new employee is added to Point of Sale at a remote store, the remote may want to contact Headquarters outside of Point of Sale to have the employee added to the employee list at Headquarters for payroll or other purposes.

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Related Topics

Copying an employee record

Tracking employees without requiring logins