Section | Description |
If you're adding employees in bulk, this is the easiest way to do so | |
If you're adding a few employees, this is the quickest way to add them to your event. |
Step 1: Create Roles
You want to ensure the staff roles required are created prior to importing or quick adding the employee into the event.
Access Management Panel:
Log into the Billfold Dashboard.
On the left-hand side, click on Access Management.
Navigate to Roles:
Select the Roles tab at the top.
Add a New Role:
Click the New Role button located on the right.
Choose the Employee tab at the top. The Organizer tab is designated for Dashboard access, while the Employee tab is intended for POS access.
Name your new role, typically something like “Salesperson” or “Manager.”
Adjust the features necessary for the role you are establishing. For instance, a manager may have the ability to void items or cancel tabs, a bartender could have fundamental access to the Bartender app, and a table service server might have the capability to create tabs.
Create the Role:
Click on Create Role to finalize your new role setup.
How to Add Employees to the Billfold Dashboard via Access Management
Step 2: Create Users and Add Employee Groups
Create Employee Group
Navigate to Users:
In the Billfold Dashboard, under Access Management, click Users.
Access Employee Groups:
Select the Employee tab at the top.
Click the sub-tab Employee groups.
Create a New Group:
Click the Create button on the right.
Fill in the required information.
Click Create Group to save your new employee group.
Create/Import Users
Access Employee Users:
In the Users section, select the Employee tab.
Click on the sub-tab Employee users.
Import Users:
Use the Actions dropdown menu on the right and select Import.
Click Download template to obtain the employee template.
Complete the template with the necessary employee information. (Note: The vendor ID field is optional)
Save it as a CSV file.
Return to the Actions dropdown and choose Import again.
Click Choose File, select your completed template, and click Import to add your employees.
Step 3: Add Employee Group to an Event
Select Your Event:
In the Billfold Dashboard, click on Events on the left.
Select the event you wish to update. Use the filters at the top of the page to find your current or upcoming event if needed.
Add Employee Groups to the Event:
Click on the Employees tab.
Use the Actions dropdown menu on the right and select Add Employee Groups.
Choose the employee group you wish to add.
Click Add Employees to complete the process.
How to Quick Add Employees within an Event
If you have a few employees to add, this is the easiest way to get them in. In order to do that, you can just navigate to events via the left-hand menu and select the event in which you need to add the employees.
Once within the event:
Navigate to the Employees tab at the top of the screen
Once within the Employees tab, select actions and Create and Add Employee
This will open a new tab for you to input the employee's basic information. The items with a red asterisk are the only required items (First name, Last name, Role and PIN). Once you've entered the required information, select Create and Add Employee.
That's all you need for a quick addition of an employee to your event! Repeat these steps for as many members as required to add quickly.