Employees

Use the Employees module of 抖阴Cloud Staff to manage employee records, including contact information, assigned job codes, POS credentials, time off requests, and the site status for each employee.

Employees Form Overview

1	Employee Search	Look for specific employees based on Name, Primary Site, or Primary Position.
2	Employee	Employee name and ID number.
3	Primary Site	Identifies the site where the employee works most frequently.
4	Primary Position	Identifies the position or job code the employee is assigned most frequently..
5	Add Employee	Select Add Employee to launch the process to add a new employee.
6	Page Navigation	Navigate between pages of the Employees form.

Add Employee

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Staff 鈫� Employees

Note

The Refresh Data action is only required when updating the permissions for a user role. New user information is synced automatically after thirty (30) seconds.

To add an employee record to 抖阴Cloud Staff:

From the upper-right of the Employees screen, select +Add Employee.

Define the settings on the following pages:

Page	Description
General Info	Add general information including the employee's name and Employee Corporate Code.
Site Status	Specify the employee's status at selected sites and the effective dates.
Phone & Email	Add the employee's phone numbers and email addresses.
Add Job Code	Assign one or more job codes and specify the compensation type and pay rate.
POS Credentials	Define the credentials the employee uses to logon to the POS application.

General Info

From the General Info tab of the Employees editor, add the following:

Field	Description
Primary Site	From the dropdown, select the site where the employee typically works.
Username	Type the name the employee will use to logon to the system.
First Name	Type the employee's first name.
Middle Name	Type the employee's middle name.
Last Name	Type the employee's last name.
Eligible for Rehire?	Select Yes if the employee is eligible to be rehired. Select No if the employee is NOT eligible to be rehired.
Employee Corporate Code	Type the corporate code that the corporate office uses to identify the employee. Select Generate to automatically generate a unique code for the employee. Important This code must be unique across all locations.
SSN	Type the employee's social security number. The SSN is automatically formatted with hyphens.
Employee Payroll Code	Type the payroll code that the payroll system uses to identify the employee (if applicable).
Special Circumstances	Select the applicable identifiers.
Skip Biometrics	If selected, the employee is NOT prompted to provide biometric authentication to access the Ordering application.

Site Status

From the Site Status tab of the Employees editor, specify the employee's status at selected sites and the effective dates.

To add a site status record:

Select +Add Status.

From the Add Status window, define the following:

Field	Description
Effective Date	Type the date when the status takes effect -OR- select the calendar icon to select the date from a calendar.
Site	From the dropdown, select the site where the employee works.
Status	From the dropdown, select the employee's status at the site.

From the lower-right of the Add Status window, select +Add.
Repeat steps 1-3 to specify the employee's status at another site (if needed).

Phone & Email

From the Phone & Email tab of the Employees editor, add the employee's phone numbers and email addresses.

To add a phone number:

From the Phone Numbers section, select Add Phone.
From the Choose Phone Type dropdown, select the applicable phone type.
In the provided field, type the phone number.
From the lower-right of the Add Phone window, select +Add.

To add an email address:

From the Emails section, select Add Email.
From the Choose Email Type dropdown, select the applicable email type.
In the provided field, type the email address.
From the lower-right of the Add Email window, select +Add.

Add Job Code

From the Jobs tab of the Employees editor, assign one or more job codes and specify the compensation type and pay rate.

To add a job code:

Select Add Job.

From the Add Job form, define the following:

Field	Description
Primary Job	Select the checkbox if this is the employee's primary job. An employee can only have one primary job.
Effective Date	Type the date when the job code assignment takes effect -OR- select the calendar icon to select the effective date from a calendar.
Job Site	From the dropdown, select the site where the employee performs the job.
Job Code	From the dropdown, select the job code to assign to the employee.
Compensation Type	From the dropdown, select the compensation type for the job code. The available compensation types are determined by the selected job code.
Pay Rate	Type the annual salary or hourly rate the employee earns to perform the job code.
Job Skill Level	Use the controls to specify the employee's skill level for this job code. The employee's skill level is a factor when determining which employees to schedule for specific shifts.

From the lower-right of the Add Job window, select +Add.
Repeat steps 1-3 to add additional job codes (if necessary).

Add Job Rate

From the Jobs tab of the Employees editor, add an additional job rate to a job code when the rate is scheduled to change after a certain date.

To add a job rate to a job code:

From the Jobs tab, locate the applicable job code.
From the job code section, select +Add Job Rate.

From the Add Job Rate window, define the following:

Field	Description
Effective Date	Type the date when the job rate goes into effect -OR- select the calendar icon to select the effective date from a calendar.
Compensation Type	From the dropdown, select the compensation type for the job code. The available compensation types are determined by the selected job code.
Pay Rate	Type the annual salary or hourly rate the employee is paid to perform the job code.

Field

Description

Effective Date

Type the date when the job rate goes into effect -OR- select the calendar icon to select the effective date from a calendar.

Compensation Type

From the dropdown, select the compensation type for the job code.

The available compensation types are determined by the selected job code.

Pay Rate

Type the annual salary or hourly rate the employee is paid to perform the job code.

From the lower-right of the Add Job Rate window, select +Add.

POS Credentials

From the POS Credentials tab of the Employees editor, define the credentials the employee uses to logon to the POS application:

Select Add POS Credentials.

From the Add POS Credentials window, define the following:

Field	Description
Role	From the聽dropdown, select the聽employee role聽to associate with the credentials.
Employee POS Code	Type the聽numeric code聽the employee uses to logon to the POS. This code must be unique across all locations.聽It is recommended to match this code with the Employee Corporate Code specified on the General Info tab.
Password	Type the聽password聽the employee uses to logon to the POS. The password must be 3-8 digits in length.

Field

Description

Role

From the聽dropdown, select the聽employee role聽to associate with the credentials.

Employee POS Code

Type the聽numeric code聽the employee uses to logon to the POS.

This code must be unique across all locations.聽It is recommended to match this code with the Employee Corporate Code specified on the General Info tab.

Password

Type the聽password聽the employee uses to logon to the POS.

The password must be 3-8 digits in length.

From the lower-right of the Add POS Credentials window, select +Add.
From the upper-right of the Employees editor, select Save.

Specify Employee Availability