Show TOC

Procedure documentationAdding and Changing Employee Records

Procedure

Use this procedure to add Store Manager records for new employees and to make changes to existing employee file records.

Note Note

Before you can add employee records, you must define the selections for the Employee Type, Employee Status, and State/Province drop-down lists on the Employee Maintenance window. For more information, see Maintaining Drop-Down Lists

End of the note.

To add or change an employee record:

  1. On the Main Menu window, click Administration.

  2. Click Employee Maintenance. The Employee Selection window appears listing all employees who have this store set as their home store, or who may be borrowed from other stores.

    Note Note

    The Home/Borrowedoption can be set in the Employee Maintenance section of the Configurator application. Additionally, to display only employees affiliated with your store in the Employee Selection window, you must set the Show Only Employees For This Storeparameter to Yes in the Backoffice parameters section of the Code Maintenance section in the Configurator.

    End of the note.

  3. To maintain an employee, do one of the following:

    • To add a new employee file record, click New

    • To change an existing employee file record, click Display All, select the record, and then click Open.

  4. In the Employee ID field, type up to six characters that uniquely identify the employee in Store Manager.

  5. In the First Name and Last Name fields, type the name of the employee.

  6. Complete the following details to identify the employee:

    • Address: Type up to 30 characters of the employee’s street and unit address

    • City: Type the city in which the employee resides

    • Region Number: Type a number that defines the location of the store in which the employee works

    • State/Province: Select the state or province in which the employee resides

    • Zip/Postal Code: Type the employee’s zip code or postal code

    • Phone Number: Type the employee’s home telephone phone number. The brackets around the area code and the hyphen between the third and fourth numbers are completed automatically

    • SSN/SIN: Type the employee’s Social Security Number or Social Insurance Number.

  7. Complete the following information about the employee:

    • Employee Type: Select the employee’s type of employment, for example Full-time or Part-time

    • Salesperson Num: If the employee is a salesperson, type an identification number that can be used to generate sales reports and calculate commissions by salesperson

    • Employee Status: Select the employee’s employment status, for example, Permanent or Temporary

    • Commission %: If the employee receives commission, type a percentage amount

    • Employee Disc.%: If the employee receives a percentage discount amount that is different than the default amount for an employee sale, type the percentage discount amount

    • Price Level: Type the PLU price level that the employee qualifies for in an employee sale

    • Force Preset Empl. Discount: Do one of the following:

      • To fix the employee discount % and not allow anyone to override it, click Force Preset Empl. Discount

      • To allow designated personnel to override the employee discount % on an employee, leave Force Preset Empl. Discount blank.

    • Language: In the drop-down list, choose a language in which to display interface text to the employee. The choices presented are based on installed additional languages. This language is available to the employee when they logon to the Store Manager application

    • Alternate Language: When this option is activated, the employee will be able to pick an alternate language than the one that has been set for them. The options available are based on installed additional languages.

    Note Note

    Customer receipts, customer display, journal, signature capture display, TLOG data, and database data are always displayed in the language of the store as well as any input the cashier makes at the POS.

    End of the note.

  8. If the employee is a cashier, in the Cashier Number field, type a unique number that the employee uses to logon to a POS terminal.

  9. From the Authority Level drop-down list, select a level that can be used to define the tasks the employee can perform using POS terminals and Store Manager.

  10. Complete the following password fields:

    • Password: Type up to six characters that the employee will use to logon to the POS terminal and logon to Store Manager. The employee will be prompted to change the password at initial logon

    • Verify Password: Type the same password you typed in the Password field.

  11. Beside either Hourly Rate or WeeklySalary, click the applicable radio button, and then in the corresponding field, type an amount.

  12. Click Save.