114 lines
6.8 KiB
HTML
114 lines
6.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="SecAdmin">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Add an Employee</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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font.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Add an Employee</p>
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<p class="Help-Text"><a href="secadmin04.htm">Edit an Employee Record</a> <font color="#C0C0C0">|</font> <a href="secadmin05.htm">Delete an Employee Record</a>  </p>
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<p class="help-main-topic-links"> </p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">If requiring logins, only the <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('about_the_security_administrator.html');return false;">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> can add employees.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Note">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.</p>
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<p class="Help-Info-Line">To add a new employee:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If requiring logins, log in to Point of Sale as the System Administrator.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the Employees menu, select <font class="hcp2">Employee List</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">Your employee list is displayed.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp2">N</font><font class="hcp2">ew</font> <font class="hcp2">E</font><font class="hcp2">mployee</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter employee name, contact information, and other information in the appropriate fields:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">The optional <font class="hcp2">Notes</font> field on the Custom tab can be used to show schedules, vacations, etc.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">(Pro) If applicable, enter a <a href="secadmin_commissions.htm">commission</a> percentage if you will pay the employee a commission on eligible sales.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">(Pro) If using <a href="secadmin_timecards.htm">Time Clock</a> to track hours worked for the employee, select the <span style="font-weight: bold;">Hourly</span> check box. The employee will be prompted to clock in/out for purposes of tracking hours worked.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">(Pro) <a href="../qbpos_fields/fields_custom.htm">Custom</a> fields on the Custom tab can be used to record additional employee information.</p>
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</li>
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</ul>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If requiring logins to use the program, also complete the following:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp2">Login Name:</font> 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.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp2">Security Group:</font> 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 <a href="secadmin01.htm">predefined groups</a> and your <a href="secadmin10.htm">custom groups</a>).</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp2">Password:</font> Select <font class="hcp2">Create Password</font>. Enter a password and enter it again to confirm. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('secadmin_passwords.htm');return false;">Tips for passwords<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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</li>
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</ul>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp2">S</font><font class="hcp2">ave</font> or <font class="hcp2">Save and N</font><font class="hcp2">ew</font> if adding another employee.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The currently logged in employee must log out and then log in again for changes to take effect in Point of Sale.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(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.</p>
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</li>
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</ul>
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<p class="Help-Main-Topic-Links"><a href="secadmin02.htm">Return to top</a></p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="secadmin03.htm">Copying an employee record</a></p>
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<p class="Help-Main-Topic-Links"><a href="secadmin07.htm">Tracking employees without requiring logins</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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</script>
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</body>
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</html>
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