Brink Admin Portal Quick Reference Guide

Transcription

1 Brink Admin Portal Quick Reference Guide How to Enter Employees Step 1: Log in to the Admin Portal and go to Configuration>Settings Editor>Employees. Step 2: Click Add to enter a new employee record. Step 3: Enter employee s first and last name. Display Name is how the name will appear on the terminal. The grey tabs provide different settings options for this employee. Grey Tabs Click on each tab to enter the settings. Page 1 of 5 11/4/ :14 AM Version 3.0

2 Step 4: Click on Access tab to set up employee terminal access by using the following options: Can Login with Card employee uses card to log into the terminals. Can Login with Finger employee uses fingerprint to log in. *Requires the Digital Persona fingerprint reader. Can Login with Pin employee uses 4 digit pin to login. PIN Change used to setup/change the 4 digit pin. Card Number the card number taken from the swipe card itself. *It is possible to have more than one option selected. Step 5: Click on Contact tab to enter the employee s contact information. Cell Phone - employee cell phone number. Home Phone - employee home phone number. Address - employee address. Address 1 & 2 - employee street address. City - city where employee lives. State - state where employee lives. Zip - zip code (postal code) where the employee lives. Page 2 of 5 11/4/ :14 AM Version 3.0

3 Step 6: Click on Discounts tab to setup discounts the employee is authorized to use for their own meals. Clocked In Discount - discount that can be applied when employee is clocked in. Clocked Out Discount - discount that can be applied when employee is clocked out. Max Daily Discount Count - how many times per day the discounts can be used. Max Daily Discount Amount - maximum dollar amount that can be discounted per day. Step 7: Click on the Jobs tab to enter the different types of positions the employee has at the store. Click on the to add jobs. Select the Job from the drop down list. Select the Security Level from the drop down list. Enter the Pay Rate by clicking on the arrows. Click OK in the small window to save the job. Repeat steps to add more jobs. Page 3 of 5 11/4/ :14 AM Version 3.0

4 Step 8: Click on Locations tab to set the employee s different store locations. Home Location - Home Location needs to be set to None. If Home Location is set to blank, the store will experience issues with the employee or all employees not showing on the Scheduler in the Portal. Limit Locations - if the employee works at a specific set of stores. This should typically be left unchecked. Valid Locations - specific stores where the employee works. Step 9: Click on Permissions tab to set up access to specific items or specific actions on the terminals. Page 4 of 5 11/4/ :14 AM Version 3.0

5 Step 10: Click the HR tab to enter specific Human Resources information about employee. Birth Date - employee s birthday. Hire Date - date when employee was hired. Termination Date - date employee was terminated. Check the Terminated box. Health Card Expiration Date - date the employee s health card expires. Social Security Number - employee s social security number. *Once OK is pressed will no longer show numbers, will be masked and will show ********. Payroll ID - used to export to a 3 rd party payroll program. Marital Status - if the employee is single or married or can be set to NONE. Tax Withholding Allowance - number of exemptions for tax withholding. Identification Verified - if the store has verified the employee s personal information. Export to Payroll checked if the employee s information will be exported to a 3 rd party program. Once all tabs have been populated, click OK to save the employee record. Page 5 of 5 11/4/ :14 AM Version 3.0