Adding Staff

Want to create a new staff to be used in BoothPoint? Here's how:

 

  1. Open the back office, then tap or click on the Staff tab.

  2. On the left, tap or click Add New Staff.

  3. In the General tab, fill in all the relevant fields.

  4. To take store an image of the staff member, tap or click the Take Picture button.
    (To import a picture instead, tap or click the Import Picture button)

  5. For the dance to sign the contracts, tap or click on the Contracts tab.

  6. Tap or click the Sign Contract button above the contract.

 

Tip

To sign the contract, the staff member needs to read the document and scroll all the way to bottom. Once at the bottom a button appears in the bottom left, tap or click Sign Contract button. Depending on what variables have been added to the document depends on what signature, print or date is required.

 

  1. Follow the same procedure for each contract in the tab list.

  2. Scan the staff member's I.D. by tapping or clicking on the Scanned I.D. tab.

  3. Tap or click on each of the I.D's required.
    (Each I.D. is represented as a tab for example: Passport, Driving License)

  4. To scan the staff member's I.D., tap or click the Scan I.D. button.
    (If the I.D. has already been scanned, tap or click the Import from File button and locate the I.D.)

 

Tip

Once the I.D. has been scanned or imported into the staff member's profile, to view or print just click the View I.D. button. This will open the image in the Windows default program.

 

  1. Swipe the staff member's card, tap or click the Swipe Card button at the top.
    (This option is only available if swipe cards have been enabled)

  2. Take the staff member's finger prints, tap or click the Finger Prints button at the top.
    (This option is only available if finger print recognition has been enabled)

  3. To Save and return to the list of staff, tap or click Save and Close.

  4. To  Save then clear the form to create a new staff member, tap or click Save and New.

 

Note

Within Options > Mandatory Fields you can set what fields are required before save is allowed.