Staff Management

Open Management, then select Staff Management.

Find and review staff

Use search, role filters, and pagination to locate a staff member. Select a row to open the detail sheet. The sheet separates profile information from Scheduling Settings.

Search for VCALFREY to focus the staff list on one person.

The staff detail sheet separates profile information, roles, and scheduling settings.

Add a staff member

Select the add-staff action.
Enter the Staff ID, name, display name, hired date, and initial password as required.
Assign all applicable roles.
For multiple FOH or BOH roles, select the primary role for each area.
Save, or use Create and Add Another when entering several staff members.

Scheduling roles are SERVER, HOST, KITCHEN, and DISHWASHER. MANAGER and SUPERVISOR grant management access but do not determine a schedule section.

Edit profile and roles

Use profile edit mode to update basic information, active status, and roles. A multi-role Staff member must have a valid primary role in each applicable area:

FOH: SERVER or HOST
BOH: KITCHEN or DISHWASHER

Staff with both FOH and BOH roles may appear in both areas. A Staff member with only TRAINING is excluded from scheduling.

Scheduling Settings

Scheduling Settings include:

Preferred weekly workdays.
Whether double shifts are allowed.
Preferred weekly double-shift days.
Training status for each scheduling role.
Scheduling Tier, when the current user is a designated Tier Editor.

Training is role-specific. For example, someone with SERVER and KITCHEN can be in SERVER Training without being in KITCHEN Training.

Role-specific Scheduling Tier, workday preferences, double shifts, and Training settings.

Reset a password

Open the staff detail sheet, choose the password-reset action, enter the temporary password, and provide it securely to the staff member. Ask them to change it after signing in.