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TABLE OF CONTENTS

• General information about tasks
• Employee Permissions
• Creating a Task
• Managing Task & Payrates
• Additional Resources and Help!

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

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

General information about tasks

• Employee tasks or job codes are utilized to assign employees with 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
  • Permissions can only be set by task and not by employee
• 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 or employee. If no pay rate is entered a default value of $0.00 will be used

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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 use the point of sale to enter orders and process payments.
    • Roles that generally will have these permissions
      • Servers
      • Hosts
      • Managers
      • Owners
  • POS Management
    • These permissions are 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 run 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
      • Occasionally bartenders

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Creating a Task

1. Click on Task 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. Set the date this will begin
      2. Set they pay rate
      3. Click Create
   4. Select the permissions for this account.
4. Click Save
   
   

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Managing Task & Payrates

1. Click the EMPLOYEE section and select the employee to edit by pressing the blue edit pencil icon
2. The employee management section will be displayed
3. Under the task section tap the blue select tab. The list of created task will be shown
4. Toggle on the task and save. The employee will now have the task as an option to select when clocking in on the EZ Dine App
5. For adding a custom pay rate associated to the specific employee select the green dollar sign icon
6. Select the store and the current task pay rate will be listed
7. Enter in the employee specific pay rate. Tap create and save

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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.

Visit our help center Help Center for more guides and tutorials