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Employee List

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Description

The Employee List allows you to add, edit and remove users or employees in your store. You can assign your user different roles such as Admin, Manger or user. By assigning different rights to your users, you can restrict or allow them to access certain features in the software. You can also create your own templates of certain rights for certain users so that it's convenient to add more users to that template.




User's Rights

A user's right is their ability to access certain features in CellSmart POS. You can edit all user's rights anytime.   


A User's Role

A user's role in the software is the same as their role in your store. If there's a manager in your store, you may select  their role as a manager.  Each role consists of different rights. Similar to how your manager will have different rights than your sales reps in your store.  Each role is not limited to specific rights, you can always edit those rights anytime.



Creating a new user


  1. Click on the Admin tools tab.
  2. Then, the Employee list icon.
  3. Click on the Blue plus icon located at the bottom right corner.
  4. Select the gender of you user by clicking on the appropriate icon on the left.

          

     5.In the Employee window, enter the user's name and password.
     6.Select the user's role by clicking on the drop down menu.
     7.Click save to create the user.


Editing a user's rights

A user's rights are linked to their role. However, you can edit a user's right and customize your user. To do so you may:

  1. Click on the Admin tools tab.
  2. Then, the Employee list icon.
  3. From the list of your users, select the user you want to edit and click on the pencil icon from the options.
  4. Once the Employee window opens up, Click on this     icon and from the list of permissions check or uncheck the rights you want for your user.
  5. Once you're done, you may click out from the window and click save to save the changes.

Editing a User's Role
  1. Click on the Admin tools tab.
  2. Then, the Employee list icon.
  3. From the list of your users, select the user you want to edit and click on the pencil icon from the options.
  4. Once the Employee window opens up, select a different role for your user by clicking the Select Role drop-down menu.
  5. Click Save to save the changes.

Tabs within the Employee Window




General

Enter more details about your user in the general tab, such as contact information and address. After entering any details make sure to click save.


Commission

  • Enable commissions for your employee by toggling the Pay Commission button. 
  • Select a commission template for your user by clicking on the drop-down menu.
  • Select a payee(to whom the commission will be given to) by clicking the Select Payee drop-down menu.
Performance

  • Monitor your user's performance by entering their own yellow and green light amount. Which will give you an idea of how their performance is affecting your profits.
                 Yellow Light amount: How much revenue the user has to generate which is required for                                                                        them.
                  Green Light amount: How much revenue the user generates that makes him a good employee.

  • Enter your user's payroll information by entering an hourly pay rate in the Hourly rate field.
  • Select the user's preferred language (Spanish or English) by clicking on the drop-down menu,


Discount:




  • Allow your employees to give limited discounts to customers by controlling their discount limits. You can change an employee's discount limit by checking any category and moving the slider to the desired percentage amount.

 







Made using CellSmart POS Version 3.3.0.1 by Author F.K Published on 08/14/2016

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