Employee Master and Shifts
Employee Master
📺 Watch: Add New Employee · Edit Employee
How to open it: Employees › Employee master
Everyone who works at your stores. The list shows each person's store, name, gender, phone number, salary, address, whether they show in billing, whether their login is active, and whether they're active.
Adding an employee
- Click Create New Employee.
- Fill in:
| Field | What to enter |
|---|---|
| Store | Where they work |
| Role | Their job role — roles are managed in Setup › Employee Roles (or click Manage Roles) |
| First Name / Last Name | Their name |
| Male / Female | Gender |
| Phone Number / Address | Contact details |
| Hire Date | When they joined |
| Leave Day Of Week | Their weekly day off |
| Show In Billing | Tick if the cashier should be able to pick this person on a bill (for example, stylists and therapists) |
- Click Save.
To change details, click on a value in the list, edit it and Save changes. When someone leaves, untick Is Active rather than deleting them, so their past sales stay in your reports.
Adding many employees at once
Click Bulk Import, then Download Template, fill in one row per employee, and upload the Excel file.
Rights (logins and permissions)
Click Rights on an employee to decide what they can log in to and what they're allowed to do.
Logins
| Setting | What it does |
|---|---|
| Login ID / Password (web) | Their login for this ERP website. The Login ID can only have letters and numbers; your business name is added after an @ automatically. Once saved, the Login ID can't be changed. The password must be at least 6 characters |
| Is Web Login Active | Allow them to log in to the ERP website |
| Is Two Factor Enabled | Ask for an extra security code when they log in |
| Login ID / Password (POS) and Is POS Login Active | Their login for the billing counter |
| Pocket app login | Allow them to use the Invoay mobile app |
| 🔑 Is Order Management Login Active | Shown if you have the Order Management feature |
| 🔑 Attendance app login | Shown if you have the Attendance App feature |
| 🔑 Is Barcode Wizard Login Active | Shown if you have the Barcode Wizard feature |
What they can do at the billing counter
| Setting | Allows them to… |
|---|---|
| Can Return Bills | Return a whole bill |
| Can Return Services / Can Exchange Services | Return or exchange individual items |
| Can Modify Bill | Change a bill after it's made |
| Can Update Pending Due Date | Change when a customer's pending amount is due |
| Is Manager / Day End User | Close the till at the end of the day |
| Is Power User | Use advanced features at the counter |
| Is Booking Employee | Take appointment bookings |
| Should Send Appointment Reminders | Turn on appointment reminders for this employee |
Other settings
| Setting | What it does |
|---|---|
| Is Daily Sales Summary Enabled on WhatsApp (free) | Send them a summary of the day's sales on WhatsApp |
| Employee Check In / Check Out Location | Whether they must check in and out at the Store or may do so from Other locations |
| EasyTime Pro Employee ID | Their ID on your biometric attendance machine, if you use one |
| Export owner-only reports | Let them download reports that are normally only for the owner, such as your full customer list. Only tick this if you fully trust them with your data |
| Employee Role | Their role |
What they can see
- Pages – tick the ERP pages they may open. Anything unticked shows "You are not authorized to access this page".
- Mobile Pages – pages they may open in the mobile app.
- Stores – which stores' data they may see.
- POS pages – which screens they may use at the billing counter (needs SimplePOS 1.36.7 or later).
Click Save.
💡 Give each person only what they need. A stylist rarely needs Profit and Loss; a store manager probably does.
Employee Shifts
📺 Watch: Employee Shifts
How to open it: Employees › Employee shifts
Set each person's regular In Time, Out Time and Leave Day Of Week. Click a value, change it, and Save changes.
These timings are used in your attendance reports to compare when people were expected with when they actually checked in and out.