PURPOSE

Anyone who needs to log into the Point Of Sale (POS) or Wash Assist needs to be added as a "System User" employees who clock in and out need to also be added as an "Employee".

PROCESS

1. Naming Standards - System users
2. User Name: Full name of the employee (Example: Michael Osuna)
3. POS Code: the employee # from Dayforce
4. Employee Department: DO NOT use "Wash"

Adding a New System User

1. In the left column select the configuration tab. Then select system users
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2. Select new record on the top left of the system users page.
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3. Fill out the required information:
   1. User Name: Full name of the employee 
   2. POS Code: the employee #
   3. Employee Department: field staff should only use "Managers" and "Employee" options
   4. Managers: 10
   5. Employees: 223
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4. Select Active Locations and in the pop-up complete the following:
   • Input the Site # within the search filter
   • Select the location and then select copy
5. When your screen matches as shown select continue
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6. At the top or bottom of the page select add

Employee Setup and Clock in for Commissions

For employees to be eligible for UWC and Retail Commissions:

1. The role in their employee record must be set up as "CSA" or "Production".
2. They must be punched in to a non-management role on the time clock.
3. They must be signed in with their employee number on the tablet or POS. Or, at the kiosk, the employee must swipe their employee card after the customer's payment card has been swiped and before the RFID is scanned.

Employee Setup and Clock in for Tips

For employees to be eligible for tips:

1. They must have hours in the "Production" clock in role during the pay period.
2. They must be set up with the role of "CSA" or "Production" in their employee record.
3. They must be checked(-./) on the Employee List screen in the manager's Tip App tool.

NOTE: All employees are checked by default. If a manager unchecks an employee, they will not receive tips.

Adding a New Employee

1. In the left column click the employees tab and then employees.  On the new page click new record.
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2. Quick Tip: To quickly add a new employee, click the copy button of a current employee and then add all the new employee's information.
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3. Fill out the following information:
   1. Employee Number
   2. Last Name
   3. First Name
   4. Location
   5. Hourly Wage
   6. Department
   7. User Name - Use Employee #
   8. Employee Role
   9. Department: Production/Line, CSA, or Management DO NOT USE "wash"
4. Once the information has been filled click active locations
5. In the pop-up complete the following:
   1. Input the site # in the search filter
   2. Select the location and then select copy
6. When your screen matches the image on the right select Continue
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7. At the bottom or top of the page select add

Adding Location To Existing System Users

1. in the left column select the configuration tab then select system users
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2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the employee that you searched for and In the employee's page click Edit
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4. Click "Active Locations" at the top left of the page.
5. In the Active Locations pop-up, complete the following:
   1. Input the Site# within the Search filter.
   2. Select the location and then select "copy".
6. When your screen matches the image on the right, select "Continue".
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7. At the top or bottom of the page, select "Save".

Adding Locations To Existing Employees

1. in the left column select the configuration tab then select system users
2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the employee that you searched for
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4. Click Active Locations at the top left of the employees page
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5. In the pop-up complete the following:
   1. Input the site # in the search filter
   2. Select the location and select copy
6. When your screen matches the image on the right click continue
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7. At the top or bottom of the page click save

Change Locations for Existing System Users

1. in the left column select the configuration tab then select system users
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2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the employee that you searched for then In the employee's page click Edit
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4. Change the user location, then Click "Active Locations" at the top left of the page.
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5. In the Active Locations pop-up, complete the following:
   1. Input the new Site # in the search filter
   2. Select the location and press copy
6. Return the old active location by select the location and clicking return
7. select continue
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8. At the top or bottom of the page select save

Change Locations for Existing Employees

1. in the left column select the configuration tab then select employees
2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the edit button for the  employee that you searched for
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4. Change the location and then Click "Active Locations" at the top left of the page.
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5. In the Active Locations pop-up, complete the following:
   1. Input the new Site # in the search filter
   2. Select the location and press copy
6. Return the old active location by select the location and clicking return
7. select continue
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8. At the top or bottom of the page select save

Deactivating a System User

1. in the left column select the configuration tab then select system users
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2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the employee that you searched for and click edit
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4. Change the active status from "yes" to "no"
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5. At the top or bottom of the page select save

Deactivating an Employee

1. in the left column select the employees tab then select employee
2. select Basic Search at the top right corner and in the pop-up enter the employee name, POS # select any word and click search
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3. Select the employee that you searched for and click edit
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4. Change the active status from "yes" to "no" and select save
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