Employee Management

Follow

Video Guide

Table of Contents

Roles & Permissions

Employee List

Employee Details

Employee Localization

 

Roles & Permissions

eHopper supports the following Employee roles:

  • Sales person
  • Manager
  • Back Office Operator
  • Administrator

The permission matrix for roles:

Action

Administrator

Back office operator

Manager

Sales Person

POS

Activate/Deactivate Register

Yes

-

No

No

Run Sale & Refund & Manual refund

Yes

-

Yes

Yes

Open/Close Register

Yes

-

Yes

No

Pay In/ Pay Out

Yes

-

Yes

No

POS Reports

Yes

-

Yes

No

Customer Management  

Yes

-

Yes

Yes

Manage Settings

Yes

-

Yes

Yes

Do Synch

Yes

-

Yes

Yes

Add own Tips

Yes

-

Yes

Yes

Add Tips Orders done by another employee

Yes

-

Yes

No

Close Orders

Yes

-

Yes

No

 

 

 

 

 

Back Office

View Dashboard

Yes

Yes

Yes

-

Inventory Management

Yes

Yes

Yes

-

View Orders

Yes

Yes

Yes

-

Reporting

Yes

Yes

Yes

-

Import Customers

Yes

Yes

Yes

-

Manage Vendors

Yes

Yes

Yes

-

Manage Settings

Yes

Yes

Yes

-

Manage Payment Processor Settings

Yes

No

No

-

Manage Localization Settings

Yes

No

No

-

Create Employee

Yes

Yes

Yes

-

Assign Roles to Employee

Yes

No

No

-

Manage Employee Login/Password

Yes

No

No

-

 

 

Create New Employee

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
  • Email
  • PIN number that they log in to eHopper POS with
  • Confirm PIN number by retyping it in that field
  • Password that they 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, and Sales Person. Only an Administrator can assign employee roles.

4) Select the Store(s) you want to assign them to in the drop-down menu. 

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 

 

Employee List

You can view info on all your employees in the Employee List.

You can also:

  • 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. After making any edits, click the Done button. 

 

 

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