The process to create an employee profile and associate it with the clerk ensures that the employee is properly recorded and linked for access control.
To set up an employee and associate it with a clerk in EPOS Manager, please follow the steps outlined below:
Employee
Click Labour Scheduling and select Employees.
Type in the employee number next to Employee ID and hit enter.
Note: This is their payroll number or how they appear in Access People.
Type in first name and surname.
Click Allowed Locations and tick the location where they will be working.
Click Save.
Now that you have created the employee, you can link this to the clerk log-on.
Link to Clerk
To link the clerk, follow the steps below.
Click Pos Control and select Pos Control.
Click Clerk.
Using the ... button, open the clerk.
In Employee ID, click the ... button and select the employee you have created.
Click Save.
🤓 Tip: We also have information on how to create a new clerk.
📌 Note: Please ensure to send the update down to the till using Pos Updates.