Create or Edit a Job or Employee on SkyTab POS

Description: Review how to create, edit, and maintain your employees and their jobs in User Settings within SkyTab POS below. 

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• Add or Edit a Job
• Add or Edit an Employee
• Change an Employee PIN Code

For more information regarding the various settings for jobs and users, visit the Permissions Overview article.

To watch more how-to videos, visit our video section.

Note: To add a new job by duplicating an existing job, visit this article.

Add or Edit a Job

Jobs are used to categorize users into different types, each with different pay levels, permissions, and other settings explained below. To create a new job:

1. Navigate to Manager > Settings > Users > Jobs.
2. Tap Add New Job in the lower-left corner of the screen.
3. Fill out the fields for the new job.
4. Tap Save.

• To edit an existing job:
  • Select the job from the list on the left side of the screen
  • Make the proper adjustments, and tap Save to commit the changes

Jobs Menu Fields

• Active: Activates the jobs so employees can log in. 
• Job Name: The job title assigned to employees.
• Default Menu Type: The default menu type that appears when the employee is logged in under this job.
• Login: Determines what employees with this job see and access when they log into the system, including:
  • Counter Service: Generates a new ticket each time the user logs in, allowing for speedy transactions.
  • Table Service: Displays the Grid View when the user logs in; best for wait staff in a dine-in restaurant.
  • Host Mode: Displays Host Mode when logging in so they can quickly view sections and reservations.
  • Time Clock Mode: Limits the time clock and disables creating tickets or opening the cash drawer.
• Default Order Type: Allows the job to have an order type that is automatically added to their initial ticket creation.
• Job Cash Handling: Defines how the employee can handle cash (physical cash drawers, employee bank or none).
• Description: Allows you to enter additional information regarding the job.
• Base Pay: Defines the amount used in the PAY field of the job assignment list in the User screen.
• Operate As (Requires All Tickets Access): Controls how payments and tips on tickets are tracked for the job. Options include:
  • Cashier Mode: Credits the user for payments and tips they accept regardless of ticket owner.
  • Manager Mode: Credits the ticket owner for payments and tips regardless of who took the payment.
  • Restricted Mode: Allows the user to only take payments on tickets they own.
• Clock Out Restrictions: Defines employee clock out restrictions (must complete open tickets, must complete open tickets & tips, or all - open tickets, tips, and cash count).
• Settings: Allows the user to set permissions on the job rather than for the individual users; to attach a setting:
  • Tap within the Settings box in the lower right.
  • Highlight the desired setting from the left side (unassigned) to the right side (assigned).
    • If you are unsure of a setting, select the Definition button.
  • Once complete, press OK to commit the changes.
• Duplicate: Creates another job record with the same setup to quickly create similar jobs.

For more information on the individual settings, visit the User Permissions article.

Add or Edit an Employee

To watch more how-to videos, visit our video section.

To add a new employee:

1. Navigate to Manager > Settings > Users > Employees.
2. Tap Add New Employee below the list on the left side.
3. Fill out the fields for the new employee.
4. Tap Save.

• To edit an existing employee:
  • Select the desired employee on the left side of the screen.
  • Make the proper adjustments, and tap Save to commit the changes.

The Employee Settings are each broken into three screens: the General tab, the Profile tab, and the Details tab.

General Tab Fields

• Active: Activates the employee so they can log in when toggled to the right.
• Screen Name: Identifies the employee that will be displayed in Order Entry and ticket print.
• First Name: Employee's first name.
• Last Name: Employee's last name.
• Employee ID: Identifies the user with a unique number; this cannot be duplicated within the system.
• Payroll ID: This section is not tracked within the system but can be used for your external payroll system.
• PIN: Users enter the PIN code they will use to log in to the system.
• Mag Card: Swiping an Employee card after pressing Swipe Card attaches it to the employee’s profile; they can then utilize this card to log in to the system rather than manually entering their PIN.
• Default Tableside Printer: Determines the printer that the tablet uses as a receipt printer for the current user (i.e., credit card receipts would print from the selected printer if a tablet was used to process the transaction); you need to be configured for Tableside to make use of this feature.
• Jobs: Assigns and removes jobs after selecting Edit. In the Assign Jobs To window, selecting a job from Not Allowed Jobs populates the Allowed Jobs column; if multiple jobs are selected, the employee needs to select the correct job when they log/clock in for the day. Remove a job from the Allowed Jobs column by selecting it. You can also change the job rate for the Allowed Jobs by selecting Edit Rates.
• Permissions: Allows the user to set permissions specific to the user rather than the job. To attach a permission:

1. 1. Select the + (plus sign) within the Permissions box.
   2. In the Assign Permissions To window, select permission from Not Allowed Permissions to populate the Allowed Permissions column. Remove a permission from the Allowed Permissions column by selecting it.
      
      • If you are unsure of permission, select the Definition button to bring up a short description.
   3. Once complete, tap OK to commit the changes.
      
      For more information on the individual settings, visit the User Permissions article.

• Duplicate: Creates another employee record with the same jobs and permissions only.

Profile Tab Fields

The Profile tab allows you to enter personal information pertaining to the employee, such as phone numbers, birthdays, addresses, and email addresses. To access the employee profile, select Profile at the top of the screen.

• Phone Numbers: Adds, assigns type, edits, and removes phone numbers.
• Birthday: Enter the birth date of the employee (for internal use only).
• Address: Enter the address of the employee (for internal use only).
• Email: Enter one email address for the employee (for internal use only).

Details Tab Fields

The Details tab allows you to enter a social security number as well as any liquor or health card expiration dates. You can also select whether this employee is paid hourly, whether they need their labor tracked, record their breaks, or log in solely with a server card.

• Health Card Exp: Designates the date on which the employee’s health insurance expires.
• Liquor Card Exp: Designates the date on which the employee’s liquor permit expires.
• Dates: Enter a list of all the important dates, which gives the user the ability to add, assign type, edit, and remove options such as Date hired, Termination Date, or Review date.
• Track Labor: When activated, the system tracks employee hours in their activity on their Shift Report; this enables the user's ability to clock in or out; if turned off, they cannot access this functionality.
• Paid Hourly: Specifies whether or not the employee is salaried; even if this is deactivated, the manager still has the option to track hours worked and overtime.
• Record Breaks: Includes the employee’s breaks on their Shift Report; Track Labor is required.
• Card Only Access: If a Mag Card was set up on the General tab for this employee, determines if a user is required to log in to the system using their assigned Mag card.

Change an Employee PIN Code

Note: Access Manager Area permission is required to change an employee's PIN code.

To change the Employee PIN Code:

1. Navigate to Manager > Settings > Users > Employees.
2. Select the employee who needs the PIN code to be changed.
3. In the Employees General settings, find the PIN section and select the blue Reset button.
4. Enter the desired PIN code and select the blue Done button.
5. To save the changes, select the blue Save button at the bottom right corner of the POS Terminal screen.