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Enrolling Team members into POS
New Friends
When you have a newly hired a new Friend of MrJim, you must authorize them to use the computer by entering their information into POS.
IF A USER HAS EVER BEEN ENTERED INTO POS [NO MATTER WHAT LOCATION OR WHEN IT WAS] HE DOES NOT NEED TO BE ENTERED AGAIN.
Login to POS as a manager or owner, go to Start> Users> Users. A window opens with a list of the users. At the top left corner of the window is “Add a new user. [NEVER ADD USER WHO HAS WORKED AT ANY MRJIMS.PIZZA STORE. THEY ARE STILL IN THERE. CALL MRJIM].” Click on that and the “Add new user” window opens. Enter the team member’s complete information. Click on the small arrow next to “Permissions” to expand the list and then select the permissions for the team member. Then click the arrow next to pay rates to expand that list and enter the rates. One guy can have several rates depending on how you have them on the schedule.
Click “Add new user” and the following message appears.
“Never add a person who has ever worked at any MrJims.Pizza location. All past users are still in the POS and can be moved to your store. Press OK only if you are certain they never worked at any MrJims.Pizza store anywhere in the world. There is a $100 fee for removing a duplicate user.” press OK.
After adding a new user click Enroll fingerprints. If their fingerprints are already enrolled at another store let IT department know and we will move the user to your store.
When a new friend is added, their password is set to first letter of first name and last name in full, all lowercase. Mine would be set to jjohnson. The password can be changed in the Edit User window.
Friend Data
Enter all the information for each Team Member. Please fill out as much information as possible.
- First Name
- Last Name
- Employee ID - First 4 letters of last name and last 4 digits of the SSN. Letters must be lower case.
- Email [required]
- Payroll Service ID - This is the ID assigned to the friend by the store's outside payroll service.
- Address - Include city, state, and zip.
- Phone
- Date of Birth
- Date Hired
- DL Number - Driver's license of drivers.
- DL Expiration
- Date of MVR - Motor Vehicle Report/ Driving record.
- Ins. Expiration - Driver's Auto insurance.
- Food Handler Exp.
Permissions
Set one or more Permissions to Yes. Every user must have one or more Permissions. If all Permissions for a user are set to No, they will be listed as Inactive. Their fingerprint will no longer be able to access POS. Their Employee ID and password will not access OIC. An Inactive user can be made Active by setting one or more permission to Yes for the user. The permissions determine what the friend can view and access in POS and OIC.
Pay Rates
A user can have a different pay rate for each role. The role set for the user in the schedule determines the pay rate used in POS payroll calculations.
Session Roles
When a user signs into POS that session is opened at his highest user role. If he has Manager Permission set to “yes” it will open in Manager Role.
If that user does not want to leave the POS in Manager role mode, he can sign out or Modify Session Roles. Go to Start> Modify Session Roles and deselect the Manager role checkbox and click the Driver or Inside role.
When POS is in the Inside Role it does not allow payments to be applied to Pick-Up orders. Pick-up orders are not usually paid for when the order is placed. On the rare occasion where a pick-up order does need to be paid for; after the order is placed you go to the Current Order screen, click on the order, then click the Payments option at the top of the list. If you have a station handling Dine-In traffic that station can be set in Driver role.
Re-enroll existing users
Sometimes a team member will have difficulty getting into POS. You can reenroll existing users. Go to Start> Users> Users and open the list of users window. Highlight the user you want to reenroll. Then click Enroll fingerprints.
Then another window opens. That window will tell you if the user is already enrolled.
To redo someone’s fingerprints they must use 2 different fingers than the ones they used the first time. If they used index fingers the first time they can use thumbs this time. If there is some reason to go back to index fingers, reenroll with again with the index fingers. Use fingers that are not already stored when reenrolling.
Editing Users
You can edit user’s permissions and pay rates by going to Start> Users> Users and then clicking on the pencil at the far right on the same line as their name. This will open another window where you can edit that team member’s data. Clicking on “Permissions” allows you to give permission for that guy to work in different positions. Also, you can click on “Pay Rates” and give the team member different pay rates for different jobs. The rate of pay that the guy receives is based on the schedule. He is paid at the rate for the position he is scheduled for. If you want to schedule a guy for driver during the day at one rate and have him paid as a manager starting at 5:00 at a different rate just schedule him as a driver till 5:00 and schedule him as a manager starting at 5:00. That guy will have to clock out and back in again for the new rate to take effect.
Inactivating/ Activating Users
To make a user inactive go to Start> Users> Users click on the Pencil for that user and set all his permissions to No. This makes him inactive and he will no longer show up on the list. When all permissions are set to “No” that user cannot access POS nor can they use their username and password in OIC.
If you can’t see a team member or ex-team member on the list, just give them at least one permission. Go to Start> Users> Users and then click on Options on the right next to the wrench icon. Then click Inactive Users> Show. Find the user you want to change, click on the Pencil for that user and set at least one permission to yes.
User Store Access
A user can be assigned to several locations. If a person has ever worked at any MrJims.Pizza, you don’t add them as a new user. They just need access to the store where they will be working.
When a person first enrolls, they are assigned to the store that POS was signed into. That is the location that appears in the POS taskbar. That is their “native store.” That can be changed by our IT department at online@mrjims.pizza. Or, if you have access to the location where that guy is and the location you want to move him to, you can use the OIC Native Store Assignment tool.
A friend who has User Store Access to more than one location will see the orders from all locations where he has access in the Current Orders windows when he is the one who signs into POS. The user who signed in to that instance of POS is the user whose name is displayed at the top of the POS start menu. Anyone taking a new phone order on that instance of POS must select the store that the customer is going to pick up the order. Delivery addresses are connected to the proper delivery zone and will be sent to the correct store. If you do not wish to have the orders from other locations in Current Orders windows, sign out of POS and have someone with User Store Access to one location only sign in.
You can change the locations where you want staff to have access. Go to Users> User Store Access. You must be signed in as owner to see this option. Then using the pull down select the person whose access you want to change. Check or uncheck the stores that you want them to access. Then click the update in the upper right of the window. Only the stores that the person who signed in has access to will appear on the list.
One thing to watch out for; if you uncheck a store to which you have access you will not have that store on the list of available locations.