On the employee list, click the Employee ID.
The Employee Details screen displays the employee profile with the General Information tab selected.
NOTE: The Login History tab is read-only and cannot be edited.
Edit general information.
Use the Details screen to edit an employee profile. To edit an employee's profile, you must first find the profile, and then edit general information and change password management information as necessary. If you are editing an employee profile from PAYD Pro PlusTM Multi Location Solution , you can also assign the stores the employee can access in a multi-store environment.
On the PAYD Administration main screen, click Profiles.
On the Profiles menu, under the Employees section, click Search.
The Employees screen displays a list of employees in the system.
TIP: To go directly to your own employee profile, on the application header, click your Employee ID.
In the Employees screen, find the employee profile by:
Browsing the employee list
OR
Using search (see Searching Employee Profiles).
On the employee list, click the Employee ID.
The Employee Details screen displays the employee profile with the General Information tab selected.
NOTE: The Login History tab is read-only and cannot be edited.
Edit general information.
Edit the fields, as necessary, using the guidelines below (required fields are highlighted yellow).
First name - Enter the employee's first name (required).
Last name - Enter the employee's last name (required).
Role - From the drop-down list, select the permission role to which you want to assign the employee (required). An employee's role determines his/her ability to perform PAYD Pro Plus In-Store POS view and PAYD Administration functions.
Status - The default is Active. Leave as is.
NOTE: Setting the status to Inactive prevents the employee from logging in to PAYD Pro Plus.
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 into this field.
Address 1& 2 - 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 (in dollars) 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 (in percentage) 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.
Multi Location Role - From the drop-down list, select the Multi Location permission role to which you want to assign the employee (optional). This field only appears when you add or view an employee from Morris Multi Location Administration . An employee's Multi Location role determines his/her ability to perform PAYD Pro Plus Multi Location Administration functions.
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).
Click the Save button at the top of the screen.
If applicable, change the employee's password management information.
In the Password Management section edit the fields as necessary using the guidelines below (required fields are highlighted yellow):
Employee ID - The ID the employee enters to log in to PAYD Pro Plus (required).
Password Reset button - Click this button to reset an employee's password. The Reset Password popup appears. Fill out the popup as follows:
Old Password - Enter the staff's original password into this field.
New Password - Enter a new password for the employee to use.
Confirm Password - Reenter the new password into this field.
Click Save to save the temporary password, or click Cancel to abort the operation and return to the employee profile.
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:
Your Password - Enter your password into this field.
Security Question - Enter a security phrase challenge into this field e.g. "Childhood pet" or "Mother's middle name". This phrase should be something that only the employee would know the answer to. Consult with the employee to determine what the question and answer should be.
Answer - The answer the user will need to provide if prompted with Security Question entered above (required) e.g. "Rex" or "Elizabeth".
Click Save to save the security phrase and answer, or click Cancel to abort the operation and return to the employee profile.
Click the Save button at the top of the employee's profile.
The employee can access PAYD Pro Plus In-Store Solution functionality for the assigned stores based on his or her permission roles (see Entering General Information above). For more information, see Multi Location Employee Management.
On the Multi Location Administration main screen, click Profiles.
On the Profiles menu, under the Employees section, click Search.
The screen displays a list of employees defined across all store locations.
Search for the employee in the list.
Once located, click the employee's name in the list.
In the employee's profile, click the Stores tab.
The stores available in your PAYD Pro Plus system are listed on the left of the Stores tab.
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.
Continue assigning stores as above as needed.
Click the Save button at the top of the screen to save your work.