How to add an employee(s) ?

Introduction

Employees added into the system get synced across all applications giving them access to Plum Clock and the Point-of-Sale system, wherein employees can login with their assigned PIN numbers, based on the access level as defined by the administrators, against the employee’s Job Code.

Steps to Create an Employee

Here are the step by step instructions, with brief explanations of all parameters that can be set to employees.

Step 1: Log into your Plum POS Account.

Step 2: Click on Plum Clock

Step 3: Once inside the Plum Clock app, click on Employees on the left navigation bar.

Step 4: In the upper right-hand corner of that page click on + Add and a box will pop up.

Step 5: On the General Information [tab], basic information to be attached to the employees has been listed.

1. The Email address is important for the employees to access applications on the web and through the mobile app. Upon addition an email is sent, to finish setting up their account.
2. With a phone number assigned to the employee, employees can securely login with one-time passwords on web and mobile applications, with added support for actionable notifications on mobile devices.
3. Date of birth is taken into consideration to determine the minor status of employees.
4. Configuration of an hourly payrate for hourly employees, would handle punch and payroll related calculations in payroll management.
5. Employee Type defines the access levels throughout the application.
6. Departments are internal divisions within the workplace to identify and group employees.
7. Employee IDs are often used as an identifier for each employee working in the organization.
8. Enable ACA and Maximum Hours Per Week, are tied up configurations and alert store managers of over scheduling based on the set guidelines.
9. Ignore Employee Management can be turned on, in cases wherein certain employees need to be hidden from other employees on the Schedule Pad and Punch Management.
10. If an external payroll company is involved, then an identifier for each employee is set by the payroll company which can be filled in as the employer's Payroll ID.

Step 6: Once all the general information is filled out, click on the Scheduling Positions [tab], and select the positions to be assigned to the employees, used in scheduling employees with incremental pay if applicable.

Step 7: Similar to Scheduling Positions, are Job Codes which determine the eligible pay of the employee in Payroll Management based on punches from the clock.

Step 8: Job roles needing additional qualifications, can be tracked with certificates assigned to employees.

Step 9: Lastly, if certain employees work in multiple stores under the same franchise, they can be shared within the system to schedule and track employee payroll individually for the stores in one place.

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