TABLE OF CONTENTS

Managing multiple employee tasks could not be easier with Employee Tasks.

In this section you will learn
- How to create a task
- Managing tasks


General information about Tasks

  • Employee tasks or job codes are utilized to assign employees with assigned job roles.
  • These job roles are what employees will clock in and out as within the system.
    • A minimum of one task is mandatory to allow employees to clock in and out of the system.
  • Task permissions can be set to a given task.
    • Once set any employee assigned this task would have the same permissions
  • Multiple tasks can be created as required to allow further managing of roles and sub roles within your organization.
  • Pay rates can be tied to a task. If no pay rate is entered, then a default 0.00 will be entered.


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Employee Permissions

  • Permissions are broken down into 3 categories
    • POS
      • These are the basic permissions for access to the point of sale.
      • These are generally set for roles that will be using the point of sale for entering orders and processing payments.
      • Roles that generally will have these permissions
        • Servers
        • Hosts
        • Managers
        • Owners
    • POS Management
      • These permissions are catered for the managerial aspects of the point of sale.
      • These allow the employee to provide the ability to perform discounts, comp items, void items, transactions, or payments, and running reports
      • Roles generally that will have these permissions
        • Managers
        • Owners
    • Cash Drawer
      • These permissions provide access to the cash drawer outside the processing of a transaction
      • These permissions will provide admin access to opening and closing of drawers and drawer access when not the assigned employee to this drawer
      • Roles generally that will have these permissions
        • Managers
        • Owners

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Creating a Task

  1. Click on Tasks within the EMPLOYEE section
  2. Click Add Task + to create a new task
  3. Fill in the following information:
    1. Name of the Task
    2. Description is optional
    3. Payrate 
      1. Select the Store the payrate will apply to
      2. Set the date this will begin
      3. Set they pay rate
      4. Click Create
      5. Repeat for all other locations.
    4. Select the permissions for this account.
  4. Click Save


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Managing Payrates

  1. Click on Tasks within the EMPLOYEE section
  2. Click on the Blue Pencil Icon to update the task
  3. Click on Store Selector
  4. Toggle the Store to the on position
  5. Click on the Blue Pencil Icon to edit the pay rate
  6. Make your changes
  7. Click the Green Save Button to save your changes.
  8. Click Save


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Deleting a task

  1. Click on Tasks within the EMPLOYEE section
  2. Click on the Red Trashcan Icon to update the task
  3. Click Delete to confirm


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Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.


NOTE: If emailing, please include your business name in the subject line of the email

and provide your preferred contact information for the best response time.


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