Add new hires to Exatouch so they can log in and use the system.
- From Home, tap Staff.
- Select Details.
- Confirm that you are on a “New Staff” record. If not, tap New.
- Fill in the employee’s information. Required fields are indicated in blue.
- Press Save.
- 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:Â 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:Â 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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