The Job Types screen includes controls that enable you to define the types of jobs that staff members can work in the location and set the various options and features specific to each job type.
To access the Job Types screen, log into the Admin Console, select an appropriate account and location. In the Admin Console’s Main Menu, click Location Setup, then click Job Types. In the Job Types screen, click New to create a new job type.
Name: In this box, type a descriptive name for the job type.
Time Clock Only: If you select this check box, when staff members log into this job type, the POS will only allow access to the time clock and no other POS functions. This feature is intended for job types that do not involve using the POS, such as cooks or dishwashers.
Require Tips: If you select this check box, the POS will prompt staff members to enter a tip amount when they clock out. If you clear the check box, the POS will not require staff members to enter a tip amount.
Hide Ticket Status: If you select this check box, the POS will display the tickets of other staff members, as grey buttons without status information. If you clear the check box, the POS will display the tickets of other staff members as active with visible status information.
Access to Other Tickets: This list allows you to enable staff members working in this job type to access the tickets of other staff members. If you select None, the POS will not allow staff members to access other tickets. If you select View Only, the POS will allow staff members to view the tickets of other staff members, but not edit them. If you select Edit, the POS will staff members to access and edit the tickets of other staff members.
Cash Transactions: This list enables you to set what cash transactions the POS will allow staff to perform in this job type. If you select None, the POS will not display the Cash option in the Checkout screen, and will not close a ticket until the server pays the ticket with a payment other than Cash.
If you select Server Banking, the POS will display the Cash option in the Checkout screen and will allow servers to close a ticket after paying it with cash. However, the POS will not open the cash drawer. Staff in this job type must tender cash to a server bank, not a physical cash drawer.
If you select Cash Drawer, then staff in this job type will be allowed to tender cash out of a cash drawer.
This option is a prerequisite to tendering cash, voiding cash transactions, performing and approving pay ins and outs, performing server balances, and doing no sales. If you select this option, you can then set other permissions for using cash drawers.
Tender Cash Permission: This list enables you permit or restrict staff in this job type to pay tickets with cash. If you select None, the POS will not allow staff members to pay tickets with cash. If you select Assigned Drawer, the POS will allow a staff member to pay tickets with cash, but only if that staff member is assigned to a cash drawer. If you select Any Drawer, the POS will allow a staff member to pay tickets on any physical cash drawer, even if that staff member is not assigned to the drawer. This setting is useful for managers who are never assigned to cash drawers but may still need access to them.
Void Cash Permission: This list enables you to permit or restrict staff in this job type to void cash transactions. If you select None, the POS will not allow staff members to void cash transactions. If you select Assigned Drawer, the POS will allow a staff member to void cash transactions if they were tendered on their assigned cash drawer. If you select Any Drawer, the POS will allow a staff member to void cash transactions that were tendered on any drawer. This setting is useful for manager who are never assigned to cash drawers but may still need access to them for voids.
Pay In/Out Permission: This list enables you permit or restrict staff in this job type to perform “pay in” and “pay out” transactions.
If you select None, the POS will not allow staff members to perform “pay in” and “pay out” transactions. If you select Assigned Drawer, the POS will allow a staff member to perform “pay in” and “pay out” transactions, but only if that staff member is assigned to a cash drawer. If you select Any Drawer, the POS will allow a staff member to perform “pay in” and “pay out” transactions on any physical cash drawer, even if that staff member is not assigned to the drawer.
No Sale Permission: This list enables you permit or restrict staff in this job type to perform “no sale” transactions.
If you select None, the POS will not allow staff members to perform “no sale” transactions. If you select Assigned Drawer, the POS will allow a staff member to perform “no sale” transactions, but only if that staff member is assigned to a cash drawer. If you select Any Drawer, the POS will allow a staff member to perform “no sale” transactions on any physical cash drawer, even if that staff member is not assigned to the drawer.
Ignore Display Formats: In this area, you can create a list of display formats that the POS will ignore when routing print jobs from transactions performed in this job type. You can use this to select one or more printers that will not print jobs from transactions performed by staff working in this job type.
The Select a Display Formats list includes all the display formats you have created in the Display Formats screen. If you select a display format, the program will add it to the list and display another Select a Display Formats list below it.
Labor Category: This list enables you to add the job type to a labor category, which is a group of job types that share the same hourly fixed cost. This list includes all of the labor categories you have created in the Labor Categories screen.
Assigned Staff: In this area, you can select the staff members that will work in this job type. If you add a staff member to this list, the POS will display that job type as an option when the staff member logs in.
The Select a Staff list includes all the staff records you have created in the Staff screen. If you select a staff member, the program will add the staff member to the list of assigned staff and display another Select a Staff list below it.
Each staff member in the list also includes a Regular Rate and Overtime Rate box. In the Regular Rate box, enter the staff member’s hourly pay rate during regular hours. In the Overtime Rate box, enter the staff member’s hourly pay rate during overtime hours.
Server Checkout Report: This list enables you to set the POS to not automatically print Server Checkout Reports when a server closes a cash drawer or checks out a server bank.
If you select Always, the POS will automatically print the Server Checkout Report when a server closes a cash drawer or checks out a server bank. If you select Prompt, the POS will display a prompt (“Print Server Checkout Report?”) asking the server if it should print the report. If you select Never, the POS will never print the report.