To add a new employee, let’s go to the Employees module, then Staff List. Click Add.
Once the form opens, enter the required information including the staff members’ access level.
The username and password are for both Back Office access, and the terminal application access.
The 4-digit PIN code will unlock the POS terminal and identify the staff member logging in. The PIN code is also used to access additionals such as kitchen management or the delivery driver’s mobile app.
Ensure the right role is selected for this employee – that role will define the access levels across the YumaPOS system.
Finally, define which store or stores this employee will have access to under the general access level. Then, click save and the employee profile will be added.
Editing and reviewing an existing employee profile is a little more extensive in its options.
Here are the most important elements.
The ‘driver’ option, turned on here, defines whether this employee can be assigned to delivery jobs – they will then have access to the driver mobile app.
The ‘points’ field shows the total points this employee has accrued. This is updated automatically according to your incentive and in-house promotional campaigns.
These points can be awarded for upselling, hitting revenue targets, or selling promotional items and more.
On the timesheet tab, you can see this employee’s shift record over whatever period you choose to view. You can also open each day up to see more information such as when they clocked in and out, and when breaks were taken.
You can also edit employee’s timesheets, access level dependent of course, in case they forgot to clock in or out.
This should rarely happen though – employees will clock in simply by tapping in their unique PIN number and hitting ‘clock in’ before opening up the app at the beginning of the day.
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