How do I set up staff members' details?

Assigning PIN-codes to staff members

If your company has set up a time clock, schedules, or checklists inside one of your Shopify POS locations, you will need to assign PIN codes to your staff members 🔐

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to set up a PIN code for.



➡️ On the right, assign the PIN code to the staff member.

The PIN code should be a unique four-digit code across the entire brand.



➡️ Hit Save & Сlose , and you're done!

Assigning departments and positions

Assigning departments and positions to your staff members is an essential part of organizing your workforce and ensuring that everyone's role is clearly defined. This guide will walk you through the steps to set up departments and positions for your staff members.

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to set up departments and positions for.



➡️ From the drop-down list, select a department and position that correspond to this staff member.




If you want to add a new position or department, simply type it in the line and press Enter.

➡️ Click on the Save & Close button.

Adding a payment type

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to add a payment type for.



➡️ Select the payment type: Hourly Wage/Salary
➡️ Enter the Amount of the hourly wage or salary.
➡️ Select a Currency from the drop-down list.



➡️ Click on the Save & Close button.

Assigning locations

Assigning locations to your staff members is a crucial step in ensuring that they are correctly associated with the places they work. This guide will provide you with step-by-step instructions on how to assign locations to your staff members efficiently.

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to assign a location to.



➡️ Select the correct Location from the drop-down list.





Additionally, if this staff member works at multiple locations, you need to select them as well.

➡️ Click on the Save & Close button.

Assigning commission plans

Assigning commission plans to your staff members is a key step in ensuring that they are compensated accurately for their sales and performance. This guide will walk you through the process of assigning commission plans to your staff members:

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to assign a commission plan to.



➡️ Select the commission plan from the drop-down list.
➡️ Click on the Save & Close button.

Have you not created a commission plan yet? Click on the Create New Commission Plan button from the Commission Plan drop-down and jump to this article: "How do I create a new commission plan?"

Selecting permissions

When managing a team in your store or business, it's crucial to control who has access to what information and functionalities within your organization. Permissions play a vital role in ensuring that staff members have the right level of access to perform their tasks effectively, without compromising sensitive data or critical operations. In this guide, we'll explain the differences between various permission levels and how to set them for your staff members 🧑‍💼

Admin

Admins are individuals who have the highest level of access within your organization. They possess the same permissions as the store owner, giving them extensive control and visibility over all aspects of your business. This includes the ability to manage staff data, access reports, and make changes to schedules.

Manager

Managers hold a significant role in your organization, with access to crucial staff-related information. Here's what managers can do:
Access to Staff Data: Managers can view sensitive information such as wages, working hours, and reports for all staff members. However, they are unable to make any edits to this information.
Edit Schedules: Managers have the capability to make changes to schedules, helping ensure efficient staff management.

Staff

For regular staff members, their permissions are more limited compared to admins and managers. Staff members can only access their personal information, including their working hours and wages. However, they do have access to the schedule for the entire team, enabling them to stay informed about their colleagues' work shifts.

Setting Permissions

To set permissions for your staff members, follow these simple steps:

➡️ Go to the Staff page.
➡️ Click Show/Edit Details next to the staff member you'd like to change permissions for.



➡️ Select the permission you want to set.
➡️ Click on the Save & Close button.

Managing permissions is an essential part of maintaining a well-organized and secure business environment. By understanding the differences in permissions and following the steps outlined in this guide, you can easily configure access rights for your staff members, contributing to the smooth operation of your business.

If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Updated on: 16/11/2023