Add new hires to Exatouch so they can log in and use the system.
To add a new employee to Exatouch:
- Navigate to Home > Staff > Staff Details.
- Select New.
- Add the new employee’s information. Required fields are indicated in blue.
- Click Save, or Save & Add New to add additional employees.
- First Name and Last Name: An employee’s first and last name are displayed on the customer receipt. If you are concerned about your employee’s privacy, enter a nickname as the first name and an initial as the last name. For example, enter First Name: “Sue” and Last Name: “M.”
- Staff Type: Select from default staff types, or create your own. See:Â Create Staff Types
- Access PIN: The 4-digit pin used for employee login, clock in/clock out, and system access (as applicable). Note: Best practice is to always use an access PIN, even if you also use an access card.
- Access Card: If the employee will be swiping a card instead of (or in addition to) using an access PIN number, swipe the card to enter it here. Note: This is only a mandatory field if you will NOT be issuing access PIN numbers to employees. Otherwise, an access card number is optional.
- User Type: Select Admin, Power, or Regular user. See:Â Difference between Administrator, Power User, and Regular User
- Hire Date: If the employee profile is already in the system, but the official hire/start date is in the future, the employee access PIN will not be activated until that date.
- Termination Date: If the employee is no longer with the company, and the termination date is in the past, the employee access PIN will be disabled. Note: Employee profiles may be deleted, but terminated employee data will still display on reports encompassing dates up to and including the termination date.
- ID Number: Can be a driver’s license or state-issued ID number.
- Register Category and Subcategory: Fill in category and subcategory preferences to define what categories and subcategories appear by default when an employee accesses the Register. These categories and subcategories may vary by User Type.
- Enable Calendar: This option is checked by default so that employees have access to calendar scheduling.
- Software Access: This option is checked by default. When this option is unchecked, the employee will not have access to the software; they will only be able to clock in and clock out.
How can we improve this information for you?
Registered internal users can comment. Merchants, have a suggestion? Tell us more.