Table of Contents

Creating a New Employee (Adding an Employee)

Also known as: Add Employee, New Employee, Set Up Employee

To add a new employee:

  1. Navigate to the Employees module from the Dashboard.
  2. Click on Add New Employee (or click the blue plus (+) button).
  3. Fill in the employee details:
    • Employee ID: Usually the employee’s number, but can be any unique numeric value.
    • First Name / Last Name: The employee’s name (or a role/generalization like “Tool Crib”).
    • PIN: A numeric PIN (recommended 4 digits) used for kiosk login.
  4. Set the correct permissions for the employee (see below).
  5. Click Add Employee to save.

Permissions

Regular User Permissions

  • Undo: Cancel a checkout before the drawer is closed (avoids incorrect issues).
  • Adjust: Return unused consumable items back into inventory.
  • Return: Return semi-consumable or durable items after use.

Supervisor Permissions

Includes all regular user permissions plus:

  • Configure Kiosk: Manage cabinet visibility, kiosk settings, timeouts, etc.
  • Restock: Receive purchase orders into inventory.
  • Physical: Perform inventory counts and verifications.
  • Adjust All: Adjust items for any employee.
  • Return All: Return items for any employee.
  • Require Password: Force employees to enter a numeric PIN for extra security.

Editing Employees

  • Select an employee from the list to change details or permissions.
  • Use search or filters to find employees by name or permission.
  • Click Update Employee to save changes.
  • Delete Employee hides the record (keeps history intact for reports).

FAQ

Do employees need an Employee ID?

Yes. It must be unique. If no official number exists, create one (e.g., 1001, 1002).

Can an employee log in without a PIN?

No. A PIN is required for kiosk access.

What happens if I delete an employee?

The record is hidden but not removed — history and reporting remain intact.

See Also

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