Creating Employees

By Kelsey | Updated

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Every business has employees that fill several different roles. They can range from part-time to full-time, hourly versus salaried, front of house versus back of house, etc. To accommodate the variety in personnel, Revel is able to discern between the various roles and assign specific wages to individual employees.


Contents


Adding an Employee

To add a brand new employee:

  1. In the Management Console, click the Employees tab.
  2. Click + Add and choose Add Employee from the drop-down menu:

  3. Fill out the information for the new employee. The following fields are required:
    • First Name: The employee's first name.
    • Last Name: The employee's last name.
    • Employee Start: The first day the employee can have access to the system.
    • Initial Role: The role the employee will be assigned.
    • PIN: the unique 4-10 digit PIN the employee will use to log in to the Point of Sale.
  4. Some fields aren't required, but can be very helpful. They are:
    • Email Address: Enter a valid email address if you want to send schedules to your employees via email.
    • Starting Wage: Enter the employee's hourly wage if you are using Revel's Payroll functionality.
  5. Once all fields have been filled out, click Save & New to add another employee or Save & Close to exit from the screen:


Editing Employee Info and Deactivating Employees

If you need to edit information for an existing employee:

  1. In the Management Console, click the Employees tab.
  2. Click the icon in line with the employee's name:

  3. Make your changes and click Save. button.

If you need to remove an employee from your system, you can deactivate them, rendering them unable to access the system.

Please Note: You cannot delete an employee entry. This is to keep your historical records as accurate as possible. To deactivate a current employee:

  1. Follow steps 1 and 2 of the above section. 
  2. Uncheck the box under the the Active. A window will appear warning you that deactivating an employee will remove them from all establishments. If this is fine, click Deactivate. If you want to remove the employee from the present establishment only, click Detach:

  3. Click Save when done.

Employee statuses: 

  • Current: Active employees.
  • Former: Employees whose Employee End dates have passed.
  • Unassigned: Active employees who are not currently attached to an establishment.
  • Inactive: Inactive employees.

Roles & Wages

To set or change a role or hourly wage for an employee:

  1. In the Management Console, click the Employees tab.
  2. Click the icon in line with the employee's name:

  3. Scroll down to the Roles & Wages section.
  4. To edit an existing role or wage, click the Role drop-down box and choose the correct role or enter a new wage into the wage field.
  5. To add a new role, click + Add Role. Click the Choose Role drop-down box and select the correct one. If applicable, fill out the hourly wage. Please Note: For salaried employees, leave this field as 0.
  6. Click Save when done.

Linking Employees to Other Establishments 

Employee profiles can be linked to multiple establishments. The benefits of linking an employee:

  • Employees keep the same Point of Sale PIN across all establishments
  • You don't have to create a new employee entry per each establishment
  • Employees can have different roles and wages set per establishment

To link an employee to an additional establishment: 

  1. Go to the establishment you want to link to existing employee.
  2. Go to the Employees tab.
  3. Click + Add and then Add Employee.
  4. Enter First Name, Last Name, Role, and the existing employee PIN (this was created during the initial entry). Click Save & Close:

    1-_new.jpg
  5. A pop-up window will show the existing employee details:2-new.jpg
  6. Click the circle next to the employee's name so it turns blue. Click OK.
  7. You'll then be redirected to the employee's details for the newly linked establishment.
  8. Assign the Initial Role of the employee at the newly linked establishment and Save (You MUST assign the Initial Role and save or you'll have to start this process all over again):3-new.jpg
  9. Once saved, you'll see the employee on the list of employees at the newly linked establishment.

Please note: If an employee is linked to multiple establishments, they’ll only be allowed to clock in to one establishment at a time.

Ex: They will have to clock out of Establishment A in order to clock into Establishment B.

If you want your employee to be clocked in to more than one establishment at a time, they’ll need to create a new, unlinked employee with a separate Point of Sale PIN per establishment.


Merging Employees

Sometimes an employee will have multiple profiles across different establishments inside an enterprise. If you use Revel’s EMS feature, you can merge these into one employee profile. Here’s how:

  1. On the Management Console, open the Enterprise from the Establishment Hierarchy Tree.
    EmpMerge_selectenterprise.jpg
  2. Go to the Employees tab
    .EmpMerge_topnav.jpg
  3. Check the box in line with the employee profiles you want to merge.
    EmpMerge_checkbox.jpg
  4. Click Merge.
    EmpMerge_button.jpg
  5. Click the employee profile you want to keep. The other will be merged into it. Click Merge.
    EmpMerge_keep.jpg


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