How to Add and Manage Employees

How to Add and Manage Employees

To add a new employee, or to manage existing employees, click Lists > Employees > Employees in Backoffice.

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You will see a list of employees that are currently on the system. To edit an existing employee profile, simply double-click the employee’s name. To add a new entry, click the + button on the function panel at the top of the screen.

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Enter a unique Employee Number using letters or numbers in the Employee # field. Capture the Employee’s First and Last names in the given fields. The other fields are optional. Click Next.

 

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Select the Category of the employee. This Determines the level of access the employee has on Aura. The Default category types are:

 

  • Cashier - Permissions to ring up orders only.

  • Driver - Permissions to assign collect orders to themselves only.

  • Waiter - Permissions to ring up table orders only.

  • Manager - Permission to ring up orders, Perform cashups, and basic backoffice tasks

  • Franchisee - Full Access.

 

Additional categories can be added under Lists > Employees > Employee Categories. Access Permissions for these categories can be set under Preferences > Access Permissions.

 

Click Set Password to set the employee’s password (Note that it requires password access to set or change a password).

 

An employee’s password must be unique. The password will not be accepted if it is the same as that of another active employee.

 

  • Does Deliveries should be set ONLY if the employee needs to have deliveries assigned to them.

  • Any employees taking Table orders needs to have Is a Waitron set.

  • Invoice Discounts settings control the Employee’s discount permissions*, and Check/Set Fingerprint allows you to set a fingerprint for this employee if you have the Scanner Hardware.

 

Click Finish to save the Employee Profile, or Next to set Wage settings*.

 

*See the Backoffice Product Manual for more information on this topic.