Staff Management & Permissions

The Staff Management module allows you to onboard your employees and tightly control their access to the system. Use it to create accounts for cashiers, delivery agents, and warehouse staff, assigning precise granular permissions so they only see the data and tools they need to do their jobs.

1. Adding a Staff Member

Step-by-Step:

1. Go to Staff -> Add Staff Member.
2. Enter the employee's Name, Email, and Phone number.
3. Select their primary Role (e.g., DELIVERY, CASHIER, WAREHOUSE, MANAGER).
4. Click Send Invite. The employee will receive an email with a link to set their password.

2. Setting Fine-Grained Permissions

While the primary Role sets a default template, you can customize exactly what an employee can see using the Permissions Matrix. Step-by-Step:

1. Go to Staff, find the employee, and click Edit Permissions.
2. You will see a list of toggles for every module:
   • Dashboard
   • Products
   • Inventory
   • POS (Point of Sale)
   • Orders
   • Deliveries
   • Reports
   • Customers
   • Settings
   • Deals & Banners
3. Toggle the switches ON or OFF. For example, you might want a Manager to see Reports and Inventory, but not Store Settings.
4. Click Save Permissions.

3. Tracking Attendance

Employees can clock in and out using the app. Step-by-Step:

1. Go to Staff -> Attendance.
2. You will see a daily log of all staff members.
3. It shows their Clock In time, Clock Out time, and overall Status (PRESENT, LATE, HALF_DAY, ABSENT).
4. You can manually edit a record if an employee forgot to clock in.

4. Managing Leaves

Employees can submit leave requests through their portal. Step-by-Step:

1. Go to Staff -> Leave Requests.
2. You will see a list of Pending requests with the Start Date, End Date, and Reason.
3. Click on a request.
4. Add an Admin Note (optional) and click Approve or Reject.
5. The employee is notified of your decision.

5. Salary Processing

Keep track of monthly payouts. Step-by-Step:

1. Go to Staff -> Salaries.
2. Select the Month (e.g., "2023-10").
3. Click Process Salary for an employee.
4. The system loads their Base Salary.
5. Enter any Deductions (e.g., unpaid leaves) and Bonuses.
6. The system calculates the Net Salary.
7. Click Mark as Paid. This can automatically create an entry in your Expenses module so your profit reports remain accurate.