Employees

You can enter your list of employees into the system to be able to clock them in and out, keep track of who worked on a particular day and also to be able to assign them to different positions for each car you service.

To Add an Employee

1. Go to the Inventory tab, click on Management.
2. Enter your password and then click on Inventory Setup.
3. Select Employees from the Inventory Setup screen.

Click the Add button at the bottom of the screen.

Open

Enter the employee's name (Which will appear in the Point-of-Sale) and press <Enter>.

Open

Enter employee's full name (Which will be used in time clock reports) and press <Enter>.

Click the Change button and click on the radio button next to Rate of Pay. Enter rate of pay and press <Enter>.

You have successfully added a new employee to your system. Now you will be able to clock this employee in and out in the Point-of-Sale and also assign him to different positions on open tickets.

Note: Setting your employee's rate of pay allows you to track labor costs for your shop. Although this feature is not intended as a replacement for your standard time clock, you can generate reports that will tell you the total hours an employee worked.

Employee Permissions

PIN permissions restrict sensitive areas of the program, such as viewing sales reports and adjusting inventory levels to certain allowed employees. Logging into the inventory program with the owner or manager level passwords will allow permissions to be assigned. Once an employee is designated as store manager, they may assign permission levels to other employees. The use of Pins and permissions is optional in Pos-i-Lube, since general password restrictions will stay in place.

To Designate a Store Manager

Select the employee you would like to designate as the store manager and then click Set Permissions.

Before assigning any permissions, you must set a 4-digit PIN for the employee. Click the button next to PIN at the bottom left of the screen and type a unique PIN.

Next, check the box next to Designate As Store Manager. Assign any permissions you would like the manager to have.

IF you would like a report of the assigned permissions, click Print.

Once an employee has been designated as a store manager, he can log in with his PIN and assign permissions for other employees.

Store manager:

•A store manager may be assigned by the owner level password.
•Once a store manager is assigned, other employees may only be assigned lesser or equal permissions than him.
•Once a store manager is assigned, the store manager may assign permissions to other employees
•Only one store manager may be assigned to each location.
•If a store manager is not designated, only the owner and manager level passwords will be able to access or grant other employees' permissions.

To Edit an Employee

From the employee screen, highlight the name of the employee you would like to edit. Click the Change button and then click on the radio button next to the line you would like to change. When you are done, press <Enter> and then Go Back.

To Remove an Employee

From the employee screen, highlight the name of the employee you would like to remove from your list. Click the Delete button and then click YES to confirm.