Employees

Employees (Main Menu / Data / Staff / Employees)

Overview

The employee table serves as a central repository for all of your company's employees.

Actions

Find - Selects and displays an employee (see Find Dialog)

New - Adds a new employee.

Edit - Edits the current employee.

Delete - Permanently deletes the current employee.

Save - Saves changes to the current employee.

Cancel - Cancels the current operation.

Close - Closes the Employees form.

Keys - Displays the on-screen keyboard (see On-Screen Keyboard).

Import - Opens the Import Data Dialog (see Import Data)

Export - Opens the Export Data Dialog (see Export Data)

List - Displays and optionally prints a list of employees (see Employee List).

Help - Displays the help menu (see Help Menu)

Tool Tips - Hover the mouse cursor over any field descriptor to display a brief description.

Fields

Employee ID - Entries limited to 20 alphanumeric characters.and must be unique.

Example:

71234

Name (First) - Entries limited to 40 alphanumeric characters.

Example:

Howie

Name (Last) - Entries limited to 40 alphanumeric characters.

Example:

Selzum

Address - Entries limited to 40 alphanumeric characters.

Example:

1701 Maple Street

City - Entries limited to 40 alphanumeric characters.

Example:

Dallas

State - Entries limited to 3 alphanumeric characters.

Example:

Zip - Entries limited to 10 alphanumeric characters.

Example:

75252

Tip: Enter a valid 5-digit USPS postal code by itself to automatically retrieve and display the corresponding city, state and zip code.

Example:

Enter 89128 and press Tab.

The system will the city and state fields automatically.

City: Las Vegas

State: NV

Telephone - Entries limited to 10 alphanumeric characters. (Formatting is automatic.)

Example:

Type 1234567890

The entry will be automatically formatted as (123) 456-7890

Email - Entries limited to 60 alphanumeric characters.

Example:

howieselzum@yahoo.com

Tip: Click the folder icon to the right to open your e-mail program populated with your employee's e-mail address.

Security Level - A number between 0 and 9 representing the security level assigned to this employee. 0 represents no security and 9 represents the highest security level. The security level is only used if system security is activated. (see Security)

Example:

Training Mode - Used to designate an employee is in training. When training mode is checked all point of sale activity is simulated but not recorded. Training mode is also necessary for unbridled testing of weigh scales by compliant officers from the Department of Weights and Measures.

Available when accounting is set to Cashier Accounting. (see Accounting)

Name on Receipt - This is the name that will appear on customer receipts. Leave this field blank if you do not want a name to appear on receipts. Entries limited to 40 characters.

Example:

Howard

Role - The Role field is used to designate the job description assigned to the employee. It can contain a combination of alpha and numeric characters and can be up to 40 characters in length.

Example:

Cashier

ID Badge - The Employee ID Badge is the number found on the bottom of the plastic scan card used for sign in and manager overrides.

Click to purchase employee badges.

Store Restriction - The Store Restriction field is used to restrict employee access. When this field is left blank an employee can work at any store in your enterprise. To restrict access, enter the store numbers separated by a comma.

Example:

To specify stores 1 through 3 and 6 through 8, enter 1,2,3,6,7,8

Register Restriction -The Register Restriction field is used to restrict employee access. When this field is left blank an employee can work at any register in any of the stores they are permitted to work at. To restrict access to specific registers, enter the register numbers the employee can work at separated by a comma.

For example:

To specify registers 1 through 3 and 6 through 8, enter 1,2,3,6,7,8.

Department Restriction -The Department Restriction field is used to restrict employee access. When this field is left blank an employee can obtain inventory reports on any department. To restrict access to specific departments, enter the department numbers separated by a comma.

For example:

To specify departments 1 through 3 and 6 through 8, enter 1,2,3,6,7,8.

Cash Drawer - On multiple drawer configurations the system needs to know which drawer to open. On single drawer configurations, the top drawer should always be selected.

Top Drawer

Check if the POS configuration only has a single drawer or if the cashier will be operating out of the top drawer in a two drawer configuration.

Bottom Drawer

Check if the cashier will be operating out of the bottom drawer in a two drawer configuration.

Shift

Blind Close

Check if you do not want the cashier's end of day report (Z-Report) to print.

Available when accounting is set to Cashier Accounting. (see Accounting)

Shift Number - This is the cashier's current shift number. This field is limited to 6 digits. The shift number will automatically increment at the close of each shift.

Example:

151

Picture

The employee picture is used to facilitate and personalize the sign in dialog. It can be an icon or a digital picture stored in either JPG, GIFF or BMP format. Click the Change Picture link to add or change the picture.

Fingerprint Enrollment (appears only when a fingerprint reader is attached and configured)

Fingerprint Enrollment is the process of associating an employee with a fingerprint sample to be used as a means of identification when signing into the system or as a manager override at the point of sale (see Fingerprint Enrollment). Click the Enroll Fingerprint link to enroll a fingerprint.