Employee
Last updated
Last updated
Up to 900 employee records can be created in the Maitre'D system. Each employee can use personalized language and function settings. The various options and settings configured in each employee record will determine how the workstation behaves when the employee logs on to any workstation in the restaurant. If the Time & Attendance module is in use, the employee records from Point of Sale Control can also be linked to the employee file in the Time & Attendance module in order to keep track of punches, overtime, wages, etc.
Each employee record can use up to 5 different functions, such as regular server, bartender, delivery driver, manager, etc. This features provides flexibility by allowing employees to work in different areas of the establishment without having to remember multiple employee numbers or having to carry multiple employee cards.
Selecting the Employees option from the Employees menu brings up the list of Point of Sale Employee records. 900 employee records are available for use. On a new system, all employee records are given a generic name such as Employee Point of Sale #NNN, where "NNN" is the employee record number. This number corresponds to the number the employee has to type in to logon to the point of sale workstation.
From the employee records list, select an existing employee record and click the Modify button to change the properties of that employee record.
Click the Print button to generate the Employees Detailed List report. This report is also available from the Report Center module.
To configure a new employee, first select an unused employee record from the list and click the Modify button. This will bring up the employee setup window.
Name
Type in the name of the employee. The name prints on each check and on all reports
Password
A password is required to give the employee access to the tables and offers him/her added protection as he/she logs on to the workstation. The password can comprise as many as five digits.
Special Password
Same as Password except that it is used for specific functions, such as reading, closing of the day, table void, etc., that are done at the workstation by the employee.
Employee
If the Time & Attendance module is available, select the employee file name that will be linked to this employee.
Drawer
Each time a check is closed, the chosen drawer will open. Select the drawer that should be opened for this employee. You can have up to two different drawers per workstation. If you do not have a drawer connected to your workstation, select Not Available.
Tips Declaration
Choose the moment the employee declares cash tips. Below are explanations of the options:
Prior to S.F.R.: Before running the employee's financial report.
Before Punch Out: Before the employee clocks out.
Anytime: Whenever the employee selects the TIP DECLARATION key.(This key is under the FUNCTION key on the workstation).
Not Available: Tip declaration cannot be used.
Workstation
Select the Point of Sales this employee is allowed to work on. Choose ALL for all workstations.
NOTE: The Server Assignment option must be enabled in Point of Sale Control / View / Options / Security for managers to be able to choose to lock an employee to a Point of Sales from the workstation.
NOTE: This setting will automatically reset itself to ALL after ever end of day.
Option
Punch
Enable this option if the Time & Attendance module is in use, to force the employee to punch in before using the Point of Sales.
Training
Enable this option to set the employee in Training Mode. Transactions done in training mode will not affect your sales figures, and EFT media types such as integrated credit cards, gift cards and Receivables are not available to employees in training mode. If required, back-office reports like the Summary of Servers have filters that allows training sales to be reviewed. Make sure that this option is disabled for all regular employees.
NOTE: If this option changes during the day, all tables opened in this mode will stay in training until they are closed.
NOTE: EFT media types (Credit cards) are not available in training mode. Also, EFT Gift Cards and Receivableaccounts are not available.
Main Language
Enable this option to display messages in the main language of the workstation for this employee. If it is disabled, the messages will be displayed in the secondary language, according to the preference of the employee.
Automatic Release
Enable this option to automatically release a table once all the checks on this table are printed.
Client's Name
Enable this option to display the CLIENT button to this employee at the bottom left of the workstation screen after entering the server number.
This button allows the employee to open a table using the client's name instead of using a table number. This feature is especially useful for a Bartender to start a running bill.
Modify Check Amount
Enable this option to allow the employee to apply a "Pre-auth Capture" to a check closed by a credit card authorization transaction. This is necessary to close the check to an amount that is different from the pre-authorized amount, and also to add tips to the charged amount.
NOTE: The credit card type cannot be changed, only the amount.
Release Table
Enable this option to allow the employee to release a table and then close the check later. Once the table is released, other employees can use that table number. If this option is disabled, the server can only release a table by settling the check.
NOTE: The check on a release table stays open until closed to a media type.
Close Button
Enable this option to display the CLOSE button to this employee at the bottom left of the workstation screen after entering the server number. This button will display the list of open and printed checks of this employee. The server can access any of those checks by touching its button. If this option is disabled, the close key is only available from the Order entry screen.
Section
Set the section where this employee's transaction will be reported. Each order by this employee will be reported in the programmed section, regardless on which workstation the order is placed.
Key
If you're using an Azbar system, you can set up the employee key number that the employee will use in that system, so that when the employee pours a drink from the Bar unit, the Azbar system will be able to send the employee key number used to the Back-Office. When the employee orders a drink in Maitre'D, the key number programmed in Azbar will be used to track the number of orders and pours.
Operator
Enable this option to allow the employee to pour drinks.
Open Tables
If you enable this option, the server can print their financial report even though he/she has open tables or checks. A list of all the open tables or checks will print at the end of the report. Otherwise, the server will have to close all open tables or checks before printing the report.
Item Report
When this option is enabled, items sold by an employee will be compiled in the daily sales report. If the option is disabled however, the item sold by the employee will not be compiled (Item by server report).
Sales Unit Report
When this option is enabled, the sales unit (counter) will appear in the daily sales report of a given employee. If this option is disabled however, the sales unit (counter) will not appear in the daily sales report of the employee (Sales units by server report).
Bar Interface Report
When this option is enabled, the bar interface report becomes available to the server. This report will give you the difference between poured and sold quantities.
Key
Type in the key description that you want your employee to see after entering their POS employee number. For example, TABLE # for a table service employee.
Function
There are 12 employee functions available, and each employee can have a maximum of five functions. A short description of each function follows.
Day Off:
Indicates an employee's day off .The employee does not have access to POS.
Server:
This employee function is used for a "Regular Server" in a table service restaurant. Open, Send, Print and Close checks.
Bar Server:
This employee function performs similar to regular servers; however, this employee cannot open/assign tables. The "Bar Server" employee function permits access to the Cash Bar operations. This type of configuration may be used for employees who are taking orders on the floor and picking up their orders at the bar.
Bar Tender:
This employee function performs similar to regular servers. In addition, the "Bartender" employee function permits access to the Cash Bar operations. This type of configuration may be used for employees who work behind the bar in a nightclub.
Manager:
This employee function is designed to facilitate customer service and restaurant management; however, it does not allow the user to open new tables. The "Manager" employee function may be used to perform global sales and employee report readings, voids, collect employee deposits, reprogram the touch screen, change prices, etc. Access to the special menu (FUNCTION) is programmed in the employee configuration. Removing the check mark in the individual functions will restrict access to various manager functions; however, you must assign the Manager function to at least one employee.
Head Server:
This function works like a regular server function but it can also give access to other server's tables.
Delivery:
This employee function is used for taking delivery orders using the telephone number and requires an AT keyboard. If the customer is on file, the system prints the check with complete file information. If the customer is not on file, the system requests billing information. The system verifies if the address is in a delivery zone.
Fast Food:
Enters multiple orders without re-entering the employee number and settles guest checks immediately. The system returns to order entry mode automatically. Checks are programmed to print by request only using the Print Last Check feature. Works in table #0 and remains in table #0 with the same server number.
Delivery Driver:
Close delivery orders. You may use this function with the Driver Delivery option.
Cashier:
This employee function is used in a restaurant that uses central cashier /cashier banking. The "Cashier" employee function is used to close checks printed by the server w/cashier by entering the last four digits of the guest check. This employee may select or change form of payments, reorders item on same check and discounts sale items.
Order:
Settle checks immediately (table #0) or opens regular tables. The system returns to order entry mode automatically and remains in table #0.
Hostess:
This function allows to enter a server's number of buffets when using the Control Buffet option, or to manage the waiting list when using the Floor Management module.
NOTE: Table #0 is used for quick orders that automatically close to cash. Only limited order entry functions are available when using table #0 to streamline the completion of ordering, printing, and closing of guest checks. In order to speed up the repetitive order entry typical to a bar situation, the order entry screen refreshes to a blank table #0 screen after closing table #0. When an employee closes table #0, the workstation automatically prints a guest check.
Configuration
Select the appropriate configuration for this employee.
Access
Select the appropriate Access for the employee.
Default
Select the Default Revenue Center for this employee. To assign another function to this employee, select the Function-2 branch and repeat the previous setup.
Screen Layout
Select the appropriate screen layout for this employee.
This section displays information about the employee's Time & Attendance file. You can modify any of those fields and the Time & Attendance files will be updated. For more information on these fields, please refer in the Time & Attendance manual.
Employee
Enter Employee number.
Name:
Enter the employee's Name.
Adress1 Address 2 Address 3
Enter the employee's full address in the 3 lines provided. (number, street name, City, State/Province, Zip/Postal Code)
Area Code
Enter the three digits Area Code of the employee's phone number.
Phone
Enter the employee's phone number.
Password
Enter the employee's Password.
Security
Enter the Security level the employee will have.
Payroll Code
Enter the employee's Payroll Code.
Language
Select the employee's preferred Language.
Supervisor
If this option is enabled, the employee has access to the following functions on the touch screen workstation: Employees on the Clock, Time Clock Adjustments, Turn Time Clock Off. For more information on these functions, refer to the Touch screen Workstation User Guide. Usually, only management personnel have the SUPERVISOR function.
No Punch Edit
Enable this option to prevent an employee with the above Supervisor option enabled to edit punches from the workstation.
NOTE: This is useful to allow an employee to take Employees on the Clock reports, but forbid to perform Time Clock Adjustments.
Time Card Access
Select this option for the employee to be able to print his time card from the workstation.
Borrowed
If the employee is borrowed from another site of the chain of restaurant, check this field.
