Add a staff member

Quick answer

Manage ▸ People ▸ Staff ▸ Create Staff ▸ name, contact, role ▸ create.

What you'll accomplish

A new person exists in your staff list, ready to be rostered and — if they need to use a till — given a PIN.

Before you begin

Know their role. It sets what they do in the restaurant.

Decide whether they need to sign in. A staff record and a user account are different things. Someone who never touches KJB needs a staff record only; someone who works a till needs both. See Add a user.

Steps

1. Open Manage ▸ People and go to the Staff tab.
2. Select Create Staff.
3. Enter their name, email and contact details, and their address if you keep them.
4. Set their role.
5. Create.

Expected result: they appear in the staff list as active.

Giving them a PIN

Staff who use a shared till are given a PIN rather than typing a password on a screen other people can see. Setting it asks for the PIN twice, to catch a mistyped one.

A PIN identifies a person, so it should not be shared. Two people on one PIN makes every record of who did what useless — which matters most on exactly the actions a PIN protects.

Rostering comes after

You cannot roster someone who does not exist yet. The screen says as much if you try it the other way round. Add the person first, then their planned shifts.

When someone leaves

Deactivate rather than delete. Their record is attached to shifts worked and orders taken, and removing it would leave those without an owner.

Related

• Staff records — the fuller picture, including planned shifts against attendance
• Add a user — the sign-in half