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Add a New Employee

  • Last Updated: February 17, 2023

Add new hires to Exatouch so they can log in and use the system.

  1. From Home, tap Staff.
  2. Select Details.
  3. Confirm that you are on a “New Staff” record. If not, tap New.
  4. Fill in the employee’s information. Required fields are indicated in blue.
  5. Press Save.
Notable Fields

  • 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 type, or create your own staff types to choose from. See: Create Staff Types
  • Security PIN: This is the 4-digit pin used for employee login, clock in and clock out.
  • User Type: Select from Administrator, Power User, and Regular User. See: Difference between Administrator, Power User, and Regular User
  • ID Number: Can refer to a driver’s license number or a state-issued ID.
  • User Register Defaults: Fill in category and subcategory preferences to define what categories and subcategories appear by default when an employee accesses the register.
  • Enable Calendar: This option is checked by default so an employee has 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.

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Related Topics

  • New Hire & Employee Management
  • Staff Access

Related Articles

  • Deactivate or Delete an Employee

    Last Updated: June 23, 2024

  • Create Staff Types

    Last Updated: June 23, 2024

  • Create a Staff Work Schedule

    Last Updated: September 27, 2022

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