Set Up Staff Profile
Updated
Staff profiles create the staff accounts used for work, attendance, commission, permissions, and service area control. Add staff after creating roles.
1. Go to Staff > Staff Profile.
2. Click Add New.
3. Enter the staff information.
4. Select the role.
5. Set the staff status.
6. Fill in optional extended information if needed.
7. Configure Area Settings if the staff member should serve specific tables or areas.
8. Click Confirm.
Set staff limits and discount permissions
1. Go to Staff > Staff Profile and open the employee's profile.
2. Open the extended information section.
3. Set On-Account Limit to the allowed on-account amount. Enter 0 if house account transactions are not permitted.
4. Set Rounding Adjustment Limit to the permitted adjustment amount. Enter 0 if adjustments are not permitted.
5. Set Allowed Discount Range to the discounts the employee may give customers.
6. Review the employee's service area assignment and save.
Set employee status
1. Open the employee profile to edit.
2. Select Active for current employees.
3. Select External for external or temporary staff.
4. Select Resigned when an employee leaves. The system deactivates their permissions and password to prevent further access.
5. Click Confirm.