Add New Employees by Duplicating Another Employee on Shift4 Dine

Description: While you can create a new employee in Shift4 Dine from scratch, it is often quicker to duplicate an employee who performs the same job duties as your new employee. Using the Duplicate function can save you time, as job and employee permissions are both copied to the new employee as part of the process.

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Note: You need manager permissions to complete this procedure.

To duplicate an employee:

1. In Shift4 Dine, navigate to Manager > Settings > Users.
2. Tap on the Employees tab.
3. From your employees list, select an employee whose job duties and pay are most similar to the employee you want to add.
   
4. Once you have selected the employee to use as a template, tap the Duplicate button.
5. On the General tab, add or change the information in the fields for your new employee. Each employee is required to have a Screen Name and PIN assigned as well as a Job.
6. Use the fields provided to add information about your employee.
7. Tap on the Jobs and/or Permissions sections to edit those as needed.
8. When you are finished, press Save.
9. Once you have saved your new employee, tap the Profile tab.
10. Make any changes or additions to the information on the tab, then select the Details tab.
11. Review the information in the Details section and make any needed adjustments.
12. If you have made any changes to either section, use the Save button to save your changes.