Employee roles allow you to create a pre-defined set of permissions and pay rates for an employee type. These roles are shared across all locations of your business.
Employees can have more than one role assigned to them and can assigned to one or more locations.
For employees that require greater or lesser access than the default role, overrides can be placed to grant or revoke these permissions. These overrides are unique to the employee (for that role) at a specified location. Overrides can also be used to modify the pay rates for an employee performing a role at a specified location.
Viewing Existing Roles
Role definitions are listed in Settings > Employees > Roles.
By default, four roles exist: User, Other, Manager, Admin. You may change or remove these roles at any time.
PLEASE NOTE: if you add or remove a role, you must upgrade all talech Registers to a version greater than 4.5.
Adding a Role or Employee
For a how-to guide in adding a new role or employee, read Creating Roles and Employees.
Permissions are grouped into three categories: Register, Store, and Business. These groups generally relate to the idea of "staff", "manager", and "admin" user types but you have the flexibility of defining a role exactly how you choose.
For a full description of all permissions, read Employee Permissions.
Editing a role
For a how-to guide in editing a role, read Editing Roles and Employees.
If you makes a change to a role, you will be asked whether they would like to save changes to the role only, push changes to all employees, or overwrite all employees with this role.
- Save changes to role only makes changes to the default role configuration and does not affect employees.
- Push changes to all employees makes changes to the default role configuration and pushes changes to role to all employees.
- Overwrite all employees assigned this role with the new permission set changes default role and replace any overrides with this definition.
In most cases, users can retain a 4-digit PIN. However, a 6-digit PIN is required in the following cases:
- an employee has more than one role
- an employee has store admin access permission enabled
- an employee is assigned to more than one store
Using the Register
If a user only has one role, they will be automatically logged in to that role upon either signing in or clocking in.
If an employee has multiple roles, the employee can choose which role to use upon clocking in.
If an employee has a default role set (and that role does not require clock-in to access register), the employee will be automatically logged in as the default role upon signing in.
Timesheet report now specifies the hours worked per each role for accurate payroll.