Adding a New Employee Profile

Use the Employees screen to add a new employee profile to PAYD Pro PlusTM. Start by creating the new profile and entering employee general information, then set up the employee's password management information (Employee ID, password, etc.). If you are adding a new employee profile from the  PAYD Pro Plus Multi Location Solution, you can also assign the PAYD Pro Plus stores the employee can access in a multi-store environment.

To display the Employees screen:

  1. On the PAYD Administration main screen, click Profiles.

  2. On the Profiles menu, under the Employees section, click Search.

The Employees screen displays a list of all employees defined in PAYD Pro Plus.

 

Creating the New Profile

To create a new employee profile:

  1. On the PAYD Administration main screen, click Profiles.

  2. 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.

  1. Enter general information.

 

Entering General Information

To enter employee general information:

  1. Complete the fields as follows (required fields are highlighted yellow):

NOTE: Setting the status to Inactive prevents the employee from logging in to PAYD Pro Plus.

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).

  1. Click the Save button at the top of the screen.

 

Assigning stores to the employee's profile (Multi Location Administration only)

The employee will be able to access PAYD Pro Plus functionality for the assigned stores based on his or her permission roles (see Entering General Information above).

NOTE: This functionality is only available to merchants using the PAYD Pro Plus Multi Location solution.

To assign stores to the employee's profile:

  1. Logout of PAYD Pro Plus Administration.

  2. Login to PAYD Pro Plus Multi Location.

  3. On the Multi Location Administration main screen, click Profiles.

  4. On the Profiles menu, under the Employees section, click Search.

  5. Search for the employee profile. Once located, click on the employee's name in the list.
    The employee's Details screen appears.

  6. Click the Stores tab.

  7. Select a store in the Available list and drag-and-drop it in the Assigned list.

TIP: To unassign a store, drag-and-drop it back to the Available list.

  1. Repeat step 7 to assign the employee to other stores as needed.

  2. Click the Save button at the top of the screen.

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