Creating & Editing Positions

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).