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In this episode we add a new member of staff, see what each role allows, and look at

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the time clock.

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Open Staff in the menu. The first tab lists everyone who can sign in. For each

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person you see their role, the outlets they work at, whether they have a register

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PIN, and their commission and hourly rate.

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Everyone has a role. Casey is a cashier, Morgan is a manager, Stella is an inventory

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clerk, and Taylor is a technician. The role decides what the person is allowed to

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do.

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Click New staff member.

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Type their name and email address. The email is what they use to sign in to the back

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office.

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Choose a password of at least twelve characters. The person can change it themselves

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later.

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The register PIN is a short number, four to eight digits. Staff do not type a

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password at the till. They tap in their PIN instead. Each person should have their

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own, so the system knows who rang each sale.

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Role is next. Cashier is right for Riley. We will look at what each role can do in a

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moment.

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Outlets says where this person works. By default it says can work at all outlets.

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Click Main Street, and Riley will only be able to work there.

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Commission rate is a percentage of net sales, and hourly rate is used to work out

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wages on timesheets. Both are optional. We will give Riley a rate of sixteen dollars

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an hour.

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Press Create.

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Riley is in the list, as a cashier at Main Street.

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Now, what can a cashier actually do? Open the Roles and permissions tab.

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Each column is a role and each row is something a person might do. A tick means the

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role is allowed. The admin column is greyed out because an admin can do everything.

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Look at the cashier. It can view products and stock, but it cannot create or edit

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products, adjust stock or receive purchase orders. Managers and inventory clerks

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can.

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Scroll down for the sales permissions.

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Here you can see who may apply discounts, process refunds and void sales. These are

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the things a cashier usually needs a manager for. A manager can approve them at the

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register with their own PIN. We cover that in season three.

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To change a role, tick or untick a box and press Save changes. The change takes

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effect immediately, even for people already signed in. New role makes a role of your

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own, for example a supervisor. You can only give permissions that you hold yourself.

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The Time clock tab shows when staff clocked in and out.

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Staff clock in and out from the register, so this list fills up as they work. You

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can filter by person and date range, and export it as a spreadsheet to run payroll.

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Right now it is empty, because nobody has clocked in during the last seven days.

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Your team is set up. In the last episode of this season, we connect a real register

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to the system.