SalesVu Technical Support walks through creating and managing employee profiles in the SalesVu portal. You'll learn how to add employees, set access levels, manage passwords and PINs, assign work locations, and configure compensation details.
Hi. Today I'm going to show you how to create an employee on sales fee portal. For that go to employees. Click on Add employee. Enter the name of employee. Next we can set up the dataverse fields which are optional. Next step is set up access levels. The first option is web access levels. It's where your players can log into back and forth and do the following actions. So next step is payment device access levels. It's where your employees log into pos. Take the following actions, open the nodes runtime, open cash drawer discount codes so you can give access to the actions you prefer and the next step would be to manage password for logging into backend portal. They can log into backend portal with their email address. The next step is to manage PIN to log into POSF or clock in from the posf. Next step would be manage locations so here you can let system know where your employees will be working. So here you can manage compensation of the employee or you can just click on done and manage compensation later when it's needed from the settings which is here compensations so here let's set up compensations right now. So here our employee so it's compensation, start date, job title we can select the match so we can set to monthly salary, yearly, hourly and over time or commission based. So here we set an hourly and if they work overtime we click so we can safe want to edit this employee in the future you just need to go back to employees so you can set up access level password and payments locations, compensations or hours of template.