Creating & Editing Employees

Process for Creating Employees in SoftPoint POS

1. Importing Employee Information (if using an External POS system):
   • Employee information will be automatically imported from the External POS system into SoftPoint POS.
2. Manually Adding Employees in SoftPoint POS:
   • Navigate to the Add Employee section.
   • Input the required details:
     • First Name
     • Last Name
     • Email (optional)
     • PIN (can be generated randomly)
   • Assign the employee a position (e.g., server, manager).
   • The minimum required information includes:
     • First Name
     • Last Name
     • PIN
     • Position
3. Editing Employee Details:
   • To edit an employee, click Edit under the Actions column.
   • Update details such as:
     • Name
     • Contact information
     • PIN
     • Assigned positions
4. Assigning and Updating Roles:
   • Employees can hold multiple positions (e.g., manager and server).
   • Roles and positions can be updated as needed.

Creating and Editing Positions for employees:

Here is the process in creating positions in the SoftPoint POS system:

1. Creating a Position: In the dashboard, go to the "Setup Employees" page, and select "Create Position." You can define positions like kitchen staff, hostess, or manager, and set pay type (hourly or salary) and default rate.
   • If using External POS, the positions will be imported from the External POS.
2. Access Levels: Assign roles such as regular employee, manager, admin, or owner, determining what access they have in the system (e.g., tips adjustments, cash payments, viewing/editing employee orders).
3. Editing Positions: You can edit a position’s details (name, pay, access levels), including specific permissions for tasks like closing the day, applying discounts, editing time entries, and managing the menu.
4. Employee Assignment: View which employees are assigned to each position, when they started, and deactivate them if needed.
5. Ordering Restrictions: Limit certain positions to specific ordering areas (e.g., bartenders restricted to bar orders, servers restricted to dine-in).
    

Adding created positions to employees:

1. Log In
   • Access the dashboard using your credentials.
2. Find the Store
   • Use the search bar at the top to locate the relevant store.
3. Access the Employee Roster
   • Navigate to Employees and then select Roster.
4. Locate the Employee
   • Search for the employee’s name in the roster.
5. Select the Employee
   • Click on the employee’s name to view their details.
6. Update the Position
   • Go to Positions.
   • Click Add Position.
   • From the drop-down menu, select the new position you want to assign.
   • Click Submit.
7. Perform a Quick Refresh
   • Click on the three dashes in the top right corner.
   • Select Settings.
   • Choose POS Refresh and then Quick Refresh.
8. Re-login and Switch Position
   • Log in again with the same PIN number.
   • Click on the three dashes in the top right corner.
   • Select Switch Position.
   • Log in once more with the same PIN number.
   • Choose the new position from the options available.

By following these steps, the employee’s new position will be updated and visible in the system.