Staff: Employees

Employees Landing Page

Employees have access to the Register application for order entry or simply for time and attendance tracking. Actions available on the Employees landing page include:

• Share: Enables the user to share one or multiple Employees with another location (unavailable if no selections are currently made from the Employees list).

  1. Select desired employees from the employee list and click the Share button at the top right-hand corner of the screen.
     

  2. Employees in the "Selected" field on the right are shared with the locations in the "Selected" field in the ensuing dialog:
     

  3. Click Save to save selections and share employees.

• Share Status: Shows the current status of previous employee shares.
  

• Report: Links to the "Staff Sharing Audit" report.

• + New Employee: Allows the user to create a new employee record.

• Location: Location dropdown to access different employees by location.

• Include Terminated Employees: Checkbox to hide or display terminated employees when displayed on the Staff > Employees page.

• Edit Employee: Select an employee from the list to edit.

Employee Screen

• First Name: Employee's first name.
• Last Name: Employee's last name.
• Display Name: Name that appears on the receipt, kitchen chit, register, and kitchen display - may be duplicated across multiple employee records.
• PAR POS ID: Employee ID in the PAR POS system.
• Notes: Optional special notes about the employee.
• Terminated: Check to terminate an employee -- terminated employees are not allowed to clock in or be scheduled for shifts.

Profile Tab

"Jobs" Section

• Job dropdown: Job assigned to the employee.
• Security Level dropdown: Employee security level when clocked into the job.
• Pay Rate: Hourly rate of pay paid to the employee while clocked in under the job.
• Schedule Pay Rate Change: Schedules an employee pay rate change to take effect in the future.
• Add Job: Adds a new job to the employee's profile
• Override Job Discount Options: This option indicates that employee discount options should be used rather than the discount options setup on the employee's job:
  • Clocked In Discount: Discount to be applied to the current order when "Employee Discount" button behavior is executed and the selected employee is clocked in.
  • Clocked Out Discount: Discount to be applied to the current order when "Employee Discount" button behavior is executed and the selected employee is not clocked in
  • Max Daily Count: Maximum number of times an employee can be associated with an employee discount in a single business day -- may override for the employee when Security Level > Options > Allow Excess Employee Card Usage is enabled.
  • Max Daily Amount: Maximum total employee discount amount for an employee for single business day -- may override for the employee when Security Level > Options > Allow Excess Employee Card Usage is enabled.

"Register Access" Section

• Username: This option ONLY shows when Revenue Quebec is enabled. Users can enter their Username to be used to start the User Session.
• Password: This option ONLY shows when Revenue Quebec is enabled. Users can enter their Password to be used to start the User Session.
• PIN: Four-digit number the employee uses to clock in and log into the register application.
• Secondary Authentication PIN: Additional layer of security for employee register access. Must be a three to 12-digit numeric PIN.
• Card Number: Account number encoded on the employee's magnetic card, used to clock in and log into the register application.
• Override Job Login Options: This option indicates that employee login options should be used rather than the login options set up on the job:
  • Card: Clock-in, login, and permission authorization via magnetic card is allowed.
  • Finger: Clock-in, login, and permission authorization via finger scan is allowed.

    • NOTE: When checked, the employee is prompted to provide consent prior to using the option.

    • NOTE: Using this feature either within an employee record or at the job level causes PAR POS to keep a hexadecimal string of data in conjunction with an employee record once the employee has enrolled their finger using a configured finger scanner peripheral. This hexadecimal string of data is kept until either

      • The "Finger" option is unchecked for the employee within the employee record or the job description, or
      • The "Terminate" box is checked for the employee within the employee record, or
      • The individual employee is
        • deleted by clicking on the red "X" associated with the employee in the "Employees" section of Admin Portal, and
        • changes are published, and
        • the End of Day process runs

    • NOTE: PAR POS does not store an employee's fingerprint or information based on the employee's fingerprint, only a hexadecimal string of data in conjunction with an employee record (if PAR POS is configured to allow an employee to Login with Finger).

  • PIN: Clock-in, login, and permission authorization via four-digit PIN is allowed.

Locations Tab

Contains the locations in which the employee is assigned to:

• Home Location dropdown: Primary location at which the employee may be scheduled for shifts.
• Limit Locations: Limits locations at which the employee can be scheduled for shifts -- move Locations from the "Available" panel to the "Selected" panel with the Add>> button to define limited locations for the employee.

HR Tab

Contains the employee's contact and payroll information:

"Contact Information" Section

Address, phone numbers, and email address that appear on the Employee Directory report.

"Payroll Information" Section

• Birth Date: Displays on the Employee Directory report.
• Hire Date: Displays on the Employee Directory report.
• Termination Date: Displays on the Employee Directory report.
• Health Card Expiration Date: Date the employee's health card expires.
• Payroll ID: Employee identifier included on various labor reports.
• External ID: External identifier used by third party integrators.
• Marital Status: NO LONGER USED
• Tax Withholding Allowance: NO LONGER USED
• ID Verified: NO LONGER USED
• Export to Payroll: Check to include the employee's shifts in labor exports

Permissions Tab

Contains available/assigned employee permissions. Permissions are defined in the "Permissions" section of Admin Portal, but may be assigned to the employee via the Employee > Permissions tab or the Permissions section.