Staff Management

Last Updated: September 5, 2023

The Register solution allows merchants to manage their Staff Members from both the Application and Portal. Merchants can adjust Staff Member information such as Permissions or PIN Numbers, as well as create new Staff Members. Deleting a staff member can only happen in the portal.

  • In the Register Application
  • On the Register Portal
  • Creating a new Staff Member 
    1. Tap Menu
    2. Tap Staff
    3. Tap New
    4. Fill in all Required fields
    5. Select the Role
    6. Select if Available in the CRM Calendar
    7. Enter the Commission Rate for the Staff MemberFor example, 1, 2, or 0.5
    8. Select if can Create/Edit products
    9. Check the Store boxes that the Staff Member is valid for
    10. Click Save
    Note:
    • Staff Code: This is a unique identification number allocated to the Staff Member, and must be between four and eight digits in length.
    • Pin and Confirm Pin: A four-digit PIN number used to log in into the Register. The entries in the PIN and Confirm PIN fields must match or the Register will reject the creation of the Staff Member.
    • Role:There are three options;
      • POS Supervisors who have Supervisory Access and can use all modules and functions of the Register.
      • POS Users who can be limited to certain modules and functions of the Register, and
      • Timekeeping Users. These employees will not have any access to the Register, and will only be listed on the Staff Login screen for the purposes of Clocking In and Out, but can be made available in the CRM Calendar.
    • Available in the CRM Calendar: Specify if this Staff Member will be visible in the CRM Calendar or not.
    • Commission Rate:The Commission Rate is a multiplier used to work out each Staff Member’s commission for applicable products.
      • For example, when selling a product with a 10% Base Commission: If the Commission Rate is set to 1 they will receive the full 10%, a Commission Rate of 0.5 will give half of the Base Commission (5%) and a Commission Rate of 2 will give double (20%). Setting to 0 will not allocate a commission to the Staff Member.
    • Create / Edit Products: Specify if this Staff Member will have access to the Creation and Editing of Products feature in the Products Module on the Register Client.
    Editing a Staff Member 
    1. Tap Menu
    2. Tap Staff
    3. Tap Edit
    4. Make the necessary changes
    5. Click Save
    Adding a Hardware Login Code to the Staff Member 
    1. Tap Menu
    2. Tap Staff
    3. Tap Edit
    4. Tapp Add
    5. Scan the Barcode or tap the Key
    6. Click Save
    1. Sign in the Register Portal
    2. Select the Config Menu from the top tool bar, then select Staff
    3. Click the New Staff Member button to add a new staff member and complete the web form

    In the Table there are a number of action icons to left side of each staff member.

    • Edit – Edit details of an existing staff member then click save.
    • Delete – The staff member will be deleted and no longer available to the merchant.



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