Employee Management

Add-on: Employee Management.

With Employee Management, give each staff member their own name and PIN. A PIN is a short code used to sign in or approve an action.

Only give staff access to the pages they need. Do not share the store owner's login as a shortcut.

Open Employees. Before adding staff for the first time, choose Edit for Admin. Set a private Pin and Confirm Pin, then choose Save Basic Info. Keep the Admin PIN with the people who manage employee access.

Next choose Add New Employee. Enter their name, job title, and PIN. Confirm the PIN.

Choose Next and select the pages they may use. Choose Add Employee. Check their access before they work alone.

Choose Edit on the staff member. Save name and PIN changes with Save Basic Info. Save page access with Save Permissions.

Permissions control which pages the person can use. Save each part you changed.

Clock in means start a work session. Pick your staff name and enter your PIN when asked. Use the clock controls to clock out when done.

Check that the right person is active before making a sale. Do not work under another person's name.

Clock in with your own name before making sales. Check the staff name on saved sales in Transactions.

Use Employee Reports to review sales by person. For accurate staff reports, make sure each person uses their own sign-in.

Add-on: Print Employee Tags.

This add-on also needs Employee Management enabled for your store.

Choose Tag for the staff member. Check the preview and print it if needed.

Treat a tag used for access like a key. Keep it away from customers and people who should not use it.

Choose Delete for the correct person and read the message. Check any open work and keep needed time records first.

Remove access promptly when a person no longer works for you. Do not assume this cancels an unrelated device login.