myEmployees

myEmployees is used to manage individual employee records including contact information and access permissions to specific POS functions.

Search Employees

myNextep Portal myEmployees Employees

To search for an employee:

  1. In the Search field in the upper-left, type the employee name.

    By default, only "Active" employees are listed. To the left of the Search field, select Include Inactive to also list "Inactive" employees.

  2. Select Search.

Add a Security Role

myNextep Portal myEmployees Security

Security roles determine the POS functions that employees have permission to perform. Assign a security role to each employee in their profile.

To add a security role:

  1. In the lower-right of the Security screen, select Edit Roles.

  2. In the Name field, type the security role name.

  3. From the Capability list, select the POS functions that employees with this security role have permission to perform. For a description of each POS function, see POS Functions below.

  4. In the lower-right of the Security screen, select Save.

POS Functions

Function

Description

Admin - Edit Price

Change the price of an item.

Admin - Enable/Disable Items

Manage the availability of menu items on a menu.

Admin Access

Administrator access.

Alcohol Override

Override restriction to sell alcohol.

Assign Drawer

Assign a cash drawer to an employee to perform transactions.

Balance Drawer

Balance a cash drawer after counting it.

Cancel Order

Cancel the currently active order.

Cash Drop

Perform a cash drop to keep the amount of cash in the register low to prevent theft.

Clock In Self

Clock In self to start shift.

Clock In/Out Employee

Clock in/out another employee.

Clock Out Self

Clock Out self to start shift.

Deactivate Loyalty Rewards Card

Deactivate Loyalty Rewards Card to prevent its use.

Delivery Dashboard

Access the order delivery dashboard.

Delivery Dashboard Manager (view all drivers)

Access the order delivery dashboard and view all drivers.

Discounts & Comps

Apply discounts and coupons to orders.

Driver Cash Drop

Delivery driver cash drop.

Driver Settlement

Delivery driver cash settlement.

Hold Order

Place the current order on hold.

LogBook

Access the Log Book to view employee messages.

No Sale

Open the physical cash drawer without performing a sales transaction.

Open Item

Open Item.

Payout

Perform payouts from the register.

POS Summary

Access the POS Summary screen, which provides a report of the current day’s sales, refunds, voids and transaction totals.

Refund

Perform a partial or full refund.

Remove Drawer

Remove the currently assigned cash drawer.

Remove Item

Remove an item from the order.

Reopen

Reopen an order.

Run POS in Offline Mode

Operate the POS while offline.

Switch Applications

Switch to a different application.

Tax Exempt

Designate an order as Tax Exempt (requires a Tax ID number).

Void

Void a transaction that was previously tendered. Voided transactions are not included in the transaction history, but appear as a line item on POS reports.

Add a Position

myNextep Portal myEmployees Positions

To add an employee position:

  1. In the lower-left of the Positions page, select Add Position.

  2. On the Add Position form, define the following:

    Parameter

    Description

    Name

    Position name

    Code

    Position code or ID

    Color

    Color to identify the position on the schedule

    Delivery Driver?

    If selected, the position involves delivering orders to customers in a vehicle.

    Enabled

    If selected, the position can be assigned to employees.

    Unavailable

    If selected, the position is not available to be assigned to employees.

Add an Employee

Importante

Before adding an employee, complete the following:

myNextep Portal myEmployees Employees

To add an employee:

  1. In the lower-left of the Employees screen, select Add Employee.

  2. In the provided fields, type the employee information.

    Fields marked with an asterisk * are required.

Add a Time Entry

myNextep Portal myEmployees Time Entry

To add a time entry for an employee:

  1. In the lower-left of the Time Entry page, select Add Time Entry.

  2. From the Employee dropdown, select the employee.

  3. In the provided fields, enter the time entry details.

  4. In the lower-left, select Save.

Nota

Employees cannot be clocked in/out from myNextep.

Edit a Time Entry

myNextep Portal myEmployees Time Entry

To edit a time entry for an employee:

  1. On the Time Entry page, locate the employee.

    • Above the employee list, use the provided fields to search for the employee, if necessary.

  2. On the right of the employee row, select Edit.

  3. Edit the time entry as needed, and then select Save.