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Employees

Overview

Employees are utilized in SalesPad POS, but employees can be created and edited in both SalesPad POS and Sales Pad Cloud.

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Employee (SalesPad POS)

The SalesPad POS Employee module allows you to create and manage employee accounts for your SalesPad POS system.

To get started, select Employee from the Options screen.

Create a New Employee

To create a new employee, select the + button in the upper right-hand corner of the screen.

Enter a name for the new employee and select the Role field to assign them to a role.

Select a role for the employee. Admin and Superuser Role Types have access to everything in SalesPad POS and never have to enter a PIN number. Timeclock Users can only access the Time Clock module to clock in and out, and other Role Types have full access to the app but must enter a PIN number to access Settings, User Management, Sync, or Accessories screens.

Once you've assigned a name and role to the employee, select the Create button at the bottom of the screen to create the employee account.

SalesPad POS will generate a PIN for that employee. Make a note of the PIN before navigating away from the New Employee screen.

Once you've recorded the employee PIN, select Confirm to return to the Employees screen, then Employees to return to the Order Entry screen. 

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Edit an Existing Employee

To make changes to an existing employee's account, select that employee from the Employees screen.

The Edit Employee screen will appear. From here you can change the employee's name or role, and you can view the empolyee's PIN.

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Employees (SalesPad Cloud)

The Employees module of SalesPad Cloud allows you to easily manage employees associated with your SalesPad POS stations. You can add or edit employees, and you can also make changes to employees' labor entries.

Note: You must have a POS license to access this feature.  

To get started, click on the Employees icon on the left-hand side of the screen.

Create a New Employee

To create a new employee, click the New Employee button in the upper right-hand corner of the screen.

The Create Employee drawer will appear. Fill in the information fields and click Save when finished.

For a brief explanation of the information fields in the Create Employee drawer, click here:

Create Employee

Employee Name - Allows you to create a name for the employee

Role Type - Assigns the employee to one of the following Role Types:

  • Undefined - This user does not have a defined role
  • Superuser - This user is an admin
  • Pos Manager - This user manages the POS
  • Pos User - This user needs basic access to the POS
  • POs Timeclock User - This user needs to clock in and out of the POS
  • Custom - This role can be defined by your organization

Salesperson - Assigns the employee to a Salesperson


 

Your new employee will appear on the Employees grid.

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Edit an Existing Employee

To edit an existing employee, click on the employee in the Employee grid to open the Employee card.

Click the Edit button next to the Employee card header.

The Edit Employee drawer will appear. Make your necessary changes here and click Save when you are finished.

For a brief explanation of each of the information fields in the Edit Employee drawer, click here: 

Edit Employee

Employee Name - Allows you to create a name for the employee

Role Type - Assigns the employee to one of the following Role Types:

  • Undefined - This user does not have a defined role
  • Superuser - This user is an admin
  • Pos Manager - This user manages the POS
  • Pos User - This user needs basic access to the POS
  • POs Timeclock User - This user needs to clock in and out of the POS
  • Custom - This role can be defined by your organization

Salesperson - Assigns the employee to a Salesperson


 

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Edit a Timeclock Entry

To edit an employee's timeclock entry, open the employee's Employee card and click the Edit button next to the timeclock entry you wish to edit.

The Edit Time Entry drawer will appear. Click into the Timelog At field to make changes to the entry.

Select the date you want to assign to the timeclock entry, then click the little Clock icon at the bottom of the calendar pop-up to select a time.

Use the toggles that appear to navigate to the correct time, then click Save in the lower right-hand corner of the Edit Time Entry drawer to save your changes.

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Time Entry Totals Dynamic Grid Report

The Time Entry Totals dynamic grid report gives management the ability to see total time logged for all employees through a specified date range.

Note: SalesPad Cloud does not integrate with payroll. Payroll hours must be manually entered into QuickBooks Online.

To run the Time Entry Totals dynamic grid report, navigate to Dynamic Grid Reports in SalesPad Cloud.

Click the New Report button in the upper left-hand corner.

The Create Report drawer will appear. Name your new report Time Entry Totals and select the Employee Time Summary data set.

Click Save to create the report, then select that report from the list of available reports on the left-hand side of the screen.

Set the begining and end dates for your report in the Criteria section, then click Run Report

To export a .csv version of the report, click Export in the upper right-hand corner of the report.

For more information on dynamic grid reports, please reference our documentation.

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