Employees

Employees is used to manage individual employee records including contact information and access permissions to specific POS functions.

Search Employees

Nextep Portal 鈫� Employees 鈫� Employees

To search for an employee:

In the Search field in the upper-left, type the employee name.
By default, only "Active" employees are listed. To the left of the Search field, select Include Inactive to also list "Inactive" employees.
Select Search.

Add Security Role

Nextep Portal 鈫� Employees 鈫� Security

Security roles determine the POS functions that employees have permission to perform. Assign a security role to each employee in their profile.

To add a security role:

From the lower-right of the Security screen, select Edit Roles.
In the Name field, type the security role name.
From the Capability list, select the POS functions that employees with this security role have permission to perform.
For a description of each POS function, see POS Functions below.
From the lower-right of the Security screen, select Save.

POS Functions

Function	Description
Admin - Edit Price	Change the price of an item.
Admin - Enable/Disable Items	Manage the availability of menu items on a menu.
Admin Access	Administrator access.
Alcohol Override	Override restriction to sell alcohol.
Assign Drawer	Assign a cash drawer to an employee to perform transactions.
Balance Drawer	Balance a cash drawer after counting it.
Cancel Order	Cancel the currently active order.
Cash Drop	Perform a cash drop to keep the amount of cash in the register low to prevent theft.
Clock In Self	Clock In self to start shift.
Clock In/Out Employee	Clock in/out another employee.
Clock Out Self	Clock Out self to start shift.
Deactivate Loyalty Rewards Card	Deactivate Loyalty Rewards Card to prevent its use.
Delivery Dashboard	Access the order delivery dashboard.
Delivery Dashboard Manager (view all drivers)	Access the order delivery dashboard and view all drivers.
Discounts & Comps	Apply discounts and coupons to orders.
Driver Cash Drop	Delivery driver cash drop.
Driver Settlement	Delivery driver cash settlement.
Hold Order	Place the current order on hold.
LogBook	Access the Log Book to view employee messages.
No Sale	Open the physical cash drawer without performing a sales transaction.
Open Item	Open Item.
Payout	Perform payouts from the register.
POS Summary	Access the POS Summary screen, which provides a report of the current day鈥檚 sales, refunds, voids and transaction totals.
Refund	Perform a partial or full refund.
Remove Drawer	Remove the currently assigned cash drawer.
Remove Item	Remove an item from the order.
Reopen	Reopen an order.
Run POS in Offline Mode	Operate the POS while offline.
Switch Applications	Switch to a different application.
Tax Exempt	Designate an order as Tax Exempt (requires a Tax ID number).
Void	Void a transaction that was previously tendered. Voided transactions are not included in the transaction history, but appear as a line item on POS reports.

Add Position

Nextep Portal 鈫� Employees 鈫� Positions

To add an employee position:

In the lower-left of the Positions page, select Add Position.

On the Add Position form, define the following:

Parameter	Description
Name	Position name
Code	Position code or ID
Color	Color to identify the position on the schedule
Delivery Driver?	If selected, the position involves delivering orders to customers in a vehicle.
Enabled	If selected, the position can be assigned to employees.
Unavailable	If selected, the position is not available to be assigned to employees.

Add Employee

Important

Before adding an employee, complete the following:

Nextep Portal 鈫� Employees 鈫� Employees

To add an employee:

In the lower-left of the Employees screen, select Add Employee.
In the provided fields, type the employee information.
Fields marked with an asterisk * are required.

Add Time Entry

Nextep Portal 鈫� Employees 鈫� Time Entry

To add a time entry for an employee:

In the lower-left of the Time Entry page, select Add Time Entry.
From the Employee dropdown, select the employee.
In the provided fields, enter the time entry details.
In the聽lower-left, select Save.

Note

Employees cannot be clocked in/out from Nextep.

Edit Time Entry