Multi Location Employee Management

Use the Multi Location employee Details screen to manage the following aspects of employees at the head office, as well as the employees at the store level:

 

To access the Multi Location employee Details screen:

  1. In the PAYD Pro PlusTM Multi Location main screen, click the Profiles menu.

  2. On the Profiles menu, under the Employees section, click Search.
    The Employees screen opens with a list of employees at the head office.

  3. Click an employee's ID in the list.
    The employee Details screen opens.


Adding New Employees

To add a new head office employee:

 

To add a new store level employee:

 

Managing Employee Permission Roles and Passwords

To assign an employee to a permission role:

To change an employee's password:

  1. In the Password Management section, complete the fields as follows (all fields are required and highlighted yellow):

  1. Security Question/Answer Reset button - Click this button to set the question or phrase the user will be prompted with if he/she forgets his/her password (required). The Reset security phrase popup appears. Fill out the popup as follows:

To assign a new employee to a store:

  1. Click the Stores tab.

  2. Click a store in the Available column and drag it to the Assigned column.

  3. If applicable, repeat step 2 as necessary to assign the employee to multiple stores.

  4. To save the profile, click the Save button at the top of the screen.

 

Managing Head Office Employees Store Level Access and Permission Roles

Once a head office employee is created and assigned to stores, you can set their permission role, thereby defining their level of system access when operating at the head office (in the Multi Location software) and at the store (in PAYD Pro Plus In-Store).

To set head office employee store permission roles:

  1. In the Employee Details - General Info tab, click the Stores tab.

  2. In the Assigned column, click the (No store specific role) link beside the store's name.
    A Permission Roles popup appears.

  3. Click the drop-down menu and select the store permission role you want this employee to use at this store.

  4. Click the Ok button at the bottom.
    The popup closes and you are returned to the Stores tab.

  5. Repeat steps 2 - 4 as necessary for additional stores.

  6. To save the profile, click the Save button at the top of the screen.

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