Adding, Reviewing, and Editing Employee Info

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Table of Contents

Overview

Requirements

Adding Employee Information

Reviewing and Editing Employee Info

 

Overview

You can add accounts for as many employees as you would like in eHopper. You can also review and edit information on all of your employees on the Employee List screen.

 

Requirements 

  • Can only be done by someone with an Administrator employee role.

 

Adding Employee Information

1. In the left navigation menu, go to Employees--->Employee List--->New Employee button

2. In the General tab, input the employee’s:

  • First Name
  • Last Name
  • Nickname that will go by in the eHopper Community forum
  • Email
  • PIN number that they will log in to eHopper POS with. By default the PIN will be hidden, however, administrators can view the employee's PIN by hovering over the eye icon to the right of the field. 
  • Confirm PIN number by retyping it in that field. 
  • Password that they will log in to eHopper with
  • Confirm Password in that field by retyping it.

3. Assign them an employee Role in the drop-down menu. The options are:

  • Administrator
  • Back Office Operator
  • Sales Manager
  • Salesperson
  • For details of employee roles & permissions, please select this link: Employee Roles & Permissions

4. If the role selected was Salesperson, choose whether to allow the employee to automatically edit the price and discounts of items/orders in POS by checking the Allow price and discount editing on POS box or to disallowing it by leaving it blank. If it is disallowed, the employee will have to enter the PIN of a Sales Manager or Administrator in order to edit prices and discounts.

5. If any role other than Administrator was selected, select the Store(s) you want to assign them to in the drop-down menu. They will be unable to log in or view data for any store they are not assigned to. 

5. Make sure the Is Active box is checked off. It should be by default. Uncheck it to make the employee inactive.

6. Go to the Contact Info tab at the top of the screen and input the employee’s Phone number, Address, Country, City, State, and Zip code.

7. Go to the Localization tab at the top of the screen and input the POS Language that the employee will use from the drop-down menu.

  • Back Office Language will always be the same as POS Language selected for employee.
  • Localization settings for employees can be updated only by an Administrator.

8. Click Done button 

 

Reviewing and Editing Employee Info

1. Select Employees--->Employee List in the left navigation menu. 

2. On the Employee List screen, you can:

  • Search for specific employee by first name, last name, email, or phone in the search field.
  • Sort any column in the Employee list by clicking on the column header.
  • Review or edit the details of a particular employee by selecting that employee's row. It will take you to the Edit Employee screen.

 

  • Fields for the Edit Employee screen are the same as for when you added the employee, as identified in the Adding Employee Information section above.
  • After making any edits on the Edit Employee screen, click the Done button to save. 
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