You can use the Multi Location Employees screen to add employees to the stores and add employees to the head office.
On the Multi Location Administration main screen, click Profiles, and under the Employees section, click Search.
The Employees screen displays a list of all employees defined in PAYD Pro PlusTM, including head office and store level staff.
This process is very similar to adding employees in the PAYD Pro Plus In-Store Administration Solution at the store level. However, there are a few additional tasks that can be performed within the PAYD Pro Plus Multi Location Employees screen.
On the Profiles menu, under the Employees section, click Add Employee.
A blank General Info tab appears.
NOTE: The Login History tab is disabled since no login history exists yet.
Enter general information by completing the fields as follows (required fields are highlighted yellow):
§ First name - Enter the employee's first name (required).
§ Last name - Enter the employee's last name (required).
§ Status - The default is Active. Leave as is.
NOTE: Setting the status to Inactive prevents the employee from logging in to PAYD Pro Plus.
§ Store Role - Select the employee's store permission role from this drop-down menu. This defines what the employee can access within the PAYD Pro Plus In-Store and Mobile Solutions.
§ Multi Location Role - Leave this drop-down menu set to "No Multi Location Access" (unless this employee works at both the head office and the store level, in which case select an appropriate head office permission role).
§ Employee ID - Enter the ID the employee will use to log in to the PAYD Pro Plus Solution. Must have 6 to 12 alphanumeric characters and the first character must be an alpha character (e.g., "Cashier1").
§ Temporary Password - Enter the password the employee will initially use to log into the PAYD Pro Plus Solution. Passwords are case-sensitive and must have 8 to 12 characters. At lease one character must be a number, and the first character must be a letter (e.g., TestPwd1).
§ Confirm Temporary Password - Re-enter the password as above.
NOTE: After the new profile is saved, the password fields are left blank for security reasons.
§ Email - Enter the employee's email address (required).
§ Moneris System Notifications (Outages and Maintenance) - Check the box to indicate whether the employee is on the Moneris Solutions notification email list (e.g. notify this employee for upcoming planned maintenance or unexpected system outages).
§ Phone - Enter the employee's home phone number including area code. If applicable, enter an extension.
§ Mobile - Enter the employee's mobile phone number including area code.
§ Address - Enter the employee's street address.
§ City - Enter the employee's city of residence.
§ Country - From the drop-down list, select the employee's country of residence.
§ Province/State - From the drop-down list, select the employee's state or province. The list is populated based on the selected Country.
§ Postal/ZIP code - Enter the employee's postal or zip code.
§ Refund Limit - Enter the maximum amount the employee is able to refund (required). To refund an amount above this limit, the employee will require an override by a user with appropriate permissions.
§ Discount Limit - Enter the maximum amount the employee is able to discount without an override. To discount an amount above this limit, the employee will require an override by a user with appropriate permissions. Leave the field blank for no limit.
§ Commission - Enter the percentage (%) of each sale an employee will receive as a commission. Entering a value enables sales commissions for the employee.
NOTE: When PAYD Pro Plus is configured to use commissions, all Inventory products are subject to a commission unless removed for specific products (see Entering Additional Product Information).
Assign the employee to the store(s) where they will work. Click the Stores tab.
§ Click a store in the Available column and drag it to the Assigned column.
§ If applicable, repeat the above step as necessary to assign the employee to multiple stores.
To save the employee profile, click the Save button at the top of the screen, or press the 'Ctrl' + 'S' keys on the keyboard.
This process is very similar to adding employees in the PAYD Pro Plus In-Store Administration screen at the store level. However, this is specific to creating profiles for staff working at the head office.
On the Profiles menu, under the Employees section, click Add Employee.
A blank General Info tab appears.
NOTE: The Login History tab is disabled since no login history exists yet.
Enter general information by completing the fields as follows (required fields are highlighted yellow):
§ First name - Enter the employee's first name (required).
§ Last name - Enter the employee's last name (required).
§ Status - The default is Active. Leave as is.
NOTE: Setting the status to Inactive prevents the employee from logging in to PAYD Pro Plus .
§ Store Role - Select the employee's store permission role from this drop-down menu.
NOTE: Only set this role if the employee will be working at the store location. If not, leave it set to No Store Access.
§ Multi Location Role - Select the employee's head office permission role with this drop-down menu.
§ Employee ID - Enter the ID the employee will use to log in to the PAYD Pro Plus Multi LocationSolution. Must have 6 to 12 alphanumeric characters and the first character must be an alpha character (e.g., "Manager1").
§ Temporary Password - Enter the password the employee will initially use to log into the PAYD Pro Plus Multi Location Solution. Passwords are case-sensitive and must have 8 to 12 characters. At lease one character must be a number, and the first character must be a letter (e.g., TempPwd1).
§ Confirm Temporary Password - Re-enter the password as above.
NOTE: After the new profile is saved, the password fields are left blank for security reasons.
§ Email - Enter the employee's email address (required).
§ Moneris System Notifications (Outages and Maintenance) - Check the box to indicate whether the employee is on the Moneris Solutions notification email list (e.g. notify this employee for upcoming planned maintenance or unexpected system outages).
§ Phone - Enter the employee's home phone number including area code. If applicable, enter an extension.
§ Mobile - Enter the employee's mobile phone number including area code.
§ Address - Enter the employee's street address.
§ City - Enter the employee's city of residence.
§ Postal/ZIP code - Enter the employee's postal or zip code.
§ Country - From the drop-down list, select the employee's country of residence.
§ Province/State - From the drop-down list, select the employee's state or province. The list is populated based on the selected Country.
§ Refund Limit - Enter the maximum amount the employee is able to refund (required). To refund an amount above this limit, the employee will require an override by a user with appropriate permissions.
§ Discount Limit - Enter the maximum amount the employee is able to discount without an override. To discount an amount above this limit, the employee will require an override by a user with appropriate permissions. Leave the field blank for no limit.
§ Commission - Enter the percentage (%) of each sale an employee will receive as a commission. Entering a value enables sales commissions for the employee. If this employee will only be working at the head office, leave this field blank.
NOTE: When PAYD Pro Plus is configured to use commissions, all Inventory products are subject to a commission unless removed for specific products (see Entering Additional Product Information).
Assign the employee to the store(s) against which they can perform tasks (or in the case of a head office employee that works at the store level too). Click the Stores tab.
§ Click a store in the Available column and drag it to the Assigned column.
§ If applicable, repeat the above step as necessary to assign the employee to multiple stores.
To save the employee profile, click the Save button at the top of the screen, or press the 'Ctrl' + 'S' keys on the keyboard.
The Multi Location Administration Main Screen
Multi Location Employee Management
The Multi Location Permission Roles Management Screen
Adding a New Multi Location Permission Role