Add and edit staff

Add a team member

1. In Admin, go to People › Staff.
2. Tap Add Staff.
3. Enter their Full Name and a PIN of 4–8 digits.
4. Choose their Access Level: Staff, Manager or Owner.
5. Choose a Position: Front of House, Bar or Kitchen.
6. Leave On roster ticked if they should appear on the roster.
7. Tap Save.

Edit someone

Tap their name in the list, make your changes and save. To keep their PIN, leave the PIN box blank (Leave blank to keep the current PIN).

When someone leaves

Set their Status to Inactive. They can no longer sign in, but their sales, shifts and tips stay in your history. Use the Active / Inactive / All filter to find them again.

Access levels

• Staff is for the everyday team: taking orders and payments, and using Workforce.
• Manager and Owner can also do the management jobs, such as building the roster, answering leave requests and setting up card readers.

PIN or name list

At the top of Staff Management, Sign in with sets how the lock screen works:

• PIN: the lock screen asks for a 4–8 digit PIN.
• Name list: the lock screen shows active staff names. Tap a name to open the till.

Pay details

If your venue uses Payroll, each person also has pay details: email for pay slips, employment type (Full-time, Part-time or Casual), pay rate, award and level, Claim tax-free threshold, HELP / student loan and Super fund.