Employee Management

Manage your staff, set permissions, and track time with GreenPOS team management.

Employee Dashboard

Access from Team → Employees.

Adding Employees

Step 1: Create Employee

1. Click Add Employee
2. Enter required information:
   • First Name
   • Last Name
   • Email
   • Phone Number
3. Set temporary password
4. Click Create Employee

Step 2: Assign Role

Select the appropriate role for the employee:

Role	Description	Access Level
Admin	Store administration	All store features
Manager	Daily operations	Operations + reporting
Assistant Manager	Shift support	Similar to Manager with fewer permissions
Budtender	Sales associate	POS and customer-facing features
Accountant	Financial access	Reports and financial data

Step 3: Configure Access

Set additional permissions:

• Registers: Which registers they can use
• Discounts: Maximum discount percentage
• Voids: Can void transactions
• Reports: Which reports to access
• Inventory: Can adjust inventory

Employee Profiles

Click any employee to view their profile:

Profile Information

• Contact details
• Emergency contact
• Employment start date
• Pay rate (if using time tracking)
• Notes

Activity Log

View employee activity:

• Login/logout times
• Transactions processed
• Inventory adjustments
• Voids and returns

Time Tracking

Clocking In/Out

Employees clock in at shift start:

1. Go to Time Clock or use POS terminal
2. Enter employee PIN
3. Click Clock In
4. Shift begins tracking

Same process to clock out at shift end.

Viewing Time Records

1. Go to Team → Time Tracking
2. Select date range
3. View all clock records
4. Edit as needed (manager/admin only)

Time Corrections

If an employee forgets to clock:

1. Go to their profile
2. Click Time Records
3. Click Add Entry
4. Enter clock in/out times
5. Add note explaining correction
6. Save

Roles and Permissions

Default Role Permissions

Permission	Admin	Manager	Asst. Manager	Budtender	Accountant
View Dashboard	✓	✓	✓	Limited	Limited
Process Sales	✓	✓	✓	✓	✗
Apply Discounts	✓	✓	✓	Limited	✗
Void Sales	✓	✓	✓	✗	✗
View Reports	✓	✓	Limited	✗	✓
Manage Inventory	✓	✓	✗	✗	✗
Manage Employees	✓	✗	✗	✗	✗
Store Settings	✓	✗	✗	✗	✗
Billing Settings	✓	✗	✗	✗	✗

Custom Permissions

Override default permissions per employee:

1. Go to employee profile
2. Click Permissions
3. Toggle individual permissions
4. Save changes

PIN Codes

Each employee has a unique PIN for:

• Clocking in/out
• Register access
• Manager overrides

Setting PIN

1. Go to employee profile
2. Click Set PIN
3. Enter 4-6 digit PIN
4. Confirm PIN
5. Save

Resetting PIN

If employee forgets PIN:

1. Manager/admin goes to profile
2. Click Reset PIN
3. Set new temporary PIN
4. Employee can change on next login

Deactivating Employees

When an employee leaves:

1. Go to their profile
2. Click Deactivate
3. Confirm deactivation
4. Employee can no longer log in

Data Retention

Deactivated employees remain in the system for reporting purposes. Their historical data is preserved.

Employee Reports

Track staff performance:

• Team → Reports
• View sales by employee
• See hours worked
• Track discounts given
• Monitor voids/returns

Multi-Store Access

For employees working at multiple locations:

1. Go to employee profile
2. Click Store Access
3. Select additional stores
4. Set role per store
5. Save

Best Practices

1. Use strong PINs - Not birthdays or 1234
2. Regular audits - Review permissions quarterly
3. Deactivate promptly - When employees leave
4. Track time accurately - For payroll and compliance
5. Train on permissions - Staff understand their access

Next Steps

• Time Tracking - Detailed time features
• Employee Reports - Performance analysis