Intro to Staff Management

Overview of Staff Management

The Employees tab in BackOffice allows you to:

• View a list of all created employees

• Manage each employee's profile, including:

  • Employee details such as name, email, phone number, and address

  • PIN code

  • Hourly pay rate

  • Permissions

Accessing the Staff Management Interface

To access the staff management features:

• Log into your BackOffice account.

• In the left-side menu, click on Employees.

• You will be directed to the Employees Tab by default

Adding an Employee

To add a new employee to your system:

1. In the Employees Tab, click the Add Employee button.

2. This will open the add employee interface (modal popup).

Employee Details

In the Employee Details section:

1. Enter the employee's name.

2. Add the employee's email address.

3. Provide the employee's phone number.

4. (Optional) Add the employee's address in the Address section.

Additional Information

In the Additional Information section:

• Assign a PIN number for the employee to log into the Register.

• Set the employee's hourly rate for payroll tracking (if applicable).

• (Optional) Enter an External ID if you use a third-party payroll management system.

Permissions

In the Permissions section:

• Review the list of available permissions.

• Toggle on any appropriate permissions for the employee. These may include:

  • Cash management functions

  • Completing voids

  • Opening and closing drawers

  • Other role-specific permissions

Note: Permissions will vary by employee based on their role and responsibilities. Carefully consider which permissions each employee needs to perform their job effectively while maintaining appropriate security measures.

After completing all sections, save the new employee profile to add them to your system.