WHERE : Back Office / Staff / Staff List

Overview

BOM allows you to view and manage the list of your staff members.

Here is where you will also assign ROLES, passwords, etc as well as view performance data.

List Staff

Navigate to BOM / Staff / Staff List.

BOM – Staff – Staff List

Add : To enter a new staff member.
Fire : Well, it does the usual <delete> by putting them int he Archive.
Role : We can filter by role.
Store : List only staff who have access at that Store / Stores.
Search : For a partial match.
Archive : Where all your old staff go to retire.

Add New Staff

Navigate to BOM / Staff / Staff List and select <Add>

BOM - Staff - Staff List - Add — BOM – Staff – Staff List – Add

First Name* : Compusory.
Last Name* : Compulsory.
Phone* : Compulsory – Use the proper format ( +61, Remove leading 0 ).
PIN* : Compulsory. 4 digits ( numeric ) to access POSA PP and Clock In / Clock Out.
Username* : Compulsory – For BOM ( even if not given access in ROLE ).
Password* : Compulsory – For BOM ( even if not given access in ROLE ).
Roles : Select from the preset ones or new ones you have defined.
Stores : Unless you are using MultiStore you will generally only have one chosen.
Language* : Compulsory – Default is English unless you have defined others.

Note the *compulsory fields.

Note that any employee you give the inbuilt ROLE of Admin to, will have access to ALL of your Stores.

Modify Existing Staff

Navigate to BOM / Staff / Staff List and select the staff member you want to change

BOM - Staff - Staff List - Modify — BOM – Staff – Staff List – Modify

Staff List Tabs

Note the TABS across the top :

General
Roles
Time sheet
Legal Details
Recent Activity

Make your changes and click <Update> or <Cancel>

Most of these are covered elsewhere, so let’s just look at the common reasons you would want to be modifying an existing staff member …

General Tab

Active : Make them inactive to “suspend” their access to everything.
Driver : Turn this on to be able to select them as a Delivery Driver on the POS APP.
Login : Username for BOM.
Change Password : This is for BOM.
PIN : To access the POS APP and Clock In / Out.

Roles Tab

View assigned Role / Roles.
Delete assigned Role / Roles.
Assign a new Role / Roles.
Assign a Store to this Employee / Role combination.
Note that some fields are compulsory.

An employee may have more than one role.

If they have more than one role and you are using Clock In / Clock Out on the POS APP, your Employee will be asked to select which ROLE they are performing.

This way you can define different pay rates and / or run reports on those differing ROLES for time keeping and pay rolls.

Timesheet Tab