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The Security section contains the security matrix as assignable to the Employee. The security summary can be viewed on the Security tab. Note that the matrix is color coded to help identify security privileges inherited from the group (blue), or show where insufficient privileges exist (gray). To view security matrix by Category, select the drop-down to select specific Category to view.
Note: Please see the Please click The Security Rights Manual (Coming Soon!) for for complete explanation of Category and Security Rights.
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While not recommended, individual permissions may be applied if necessary by selecting the required areas. The Select All, and Deselect All buttons are available to assist with quick assignment and unassignment.
Departments
Employees must have rights to at least one department. The Departments Tab is used for security purposes. More specifically, the Departments tab can be used to hide certain aspects of the system from employees.
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While not recommended, individual permissions may be applied if necessary by selecting the required Departments. Note that the Select All, and Deselect All buttons are also available to use for quick assignment and unassignment.
Note: For timekeeping purposes, an employee must have rights to the departments linked within the areas they will be working. For instance, if a server will be working in the Dining Room area, and the Dining Room area is linked to the Food & Beverage department, the server will need to have rights to the Food & Beverage department for timekeeping to report properly. If the employee does not have the correct departmental rights, they will not show on the Employee Hours report.
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1) Launch the Employee’s Profile by clicking on Employees, and double-clicking on the Employee.
2) Navigate to the Personal tab, then:
- Set Employee Status to Terminated.
- Set the Release Date to the date of termination.
3) Navigate to the System tab, then:
- Remove Card Swipe ID to prevent the terminated employee from logging into the POS any longer.
- Change Password to prevent employee from accessing CMA any longer (This can be updated to any bogus password).
When finished, click Save and Close to save the settings to the Employee Profile.
Determining Which Employees Have Been Terminated
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Filter the Employee Status column to only display ‘Terminated’ Employees.
If the Employee Status column is not already on the Grid:
Right-click anywhere on the Grid and choose Customize Columns.
Double-click or drag and drop the Employee Status column to add it to the Grid.
Rehiring a Former Employee
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1) Double-click on the rehired employee to launch the Employee’s Profile.
2) Navigate to the Personal tab, then:
Change the Employee Status to New Hire or any other status that applies.
Highlight the Release Date and select delete on your keyboard. This will delete out the old Release date.
3) Navigate to the System tab, then:
Provide the re-hire with a Card Swipe ID. This will provide them with access to the POS.
Update their Password to reinstate their access to CMA.
4) When finished, click Save and Close to save the settings to the Employee Profile.
Best Practices
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