Employees (Human Resources)

Where: HR > Employees
Who can use it: Menu: users.view or manage users. Adding and editing an employee needs users.create and users.update on the server, and the HR tabs need staff.view. Owners, admins and super-admins can do everything. Not available on SureScreen (menu board only) plans. Cloud plans limit the number of staff logins, see ‘Staff limits by plan’.
Open this page in SureTill

The page is called Human Resources. It keeps everything about your people in one place: the staff directory, the departments and job positions they belong to, goals, performance reviews, training records, documents and the public holidays of your country. Every employee here is also a user account that can sign in, so adding an employee creates a login.

Holidays: the window that opens.

Departments: the window that opens.

The Staff Directory loads up to 200 accounts. Each card shows the person’s initials, name, job title (or the title of their position), a status badge, email, phone, department, the hire date when there is one, and up to three role badges (a +n badge shows how many more). The search box above the cards looks in name, email, phone and job title.

Step by step

Add an employee

1. Open HR > Employees and stay on the Staff Directory tab.
2. Click Add Staff.
3. Type the Full Name, Email and Phone. The email and the phone number must not belong to another account.
4. Type a Password and type it again in Confirm Password. The password needs at least 8 characters with upper and lower case letters, a number and a symbol, and it must not appear in known data leaks.
5. Choose the Role: Cashier, Waiter (the default), Chef, Manager or Admin.
6. Fill in the Payroll & Salary block if you want pay to be calculated for this person (see the table below).
7. Click Save. The new card appears in the directory.

Add Staff: the window that opens.

Tip

The role list on this form is fixed to Cashier, Waiter, Chef, Manager and Admin, and Waiter is the default. Use the Users page when you want one of your own custom roles. Cashier, Waiter, Chef and Manager are created for every restaurant.

Tip

Job Title, Department, Position, Hire Date, Contract Type and Salary Structure are saved with the employee. The department and position lists on the form come from the Departments and Positions tabs.

Edit an employee

1. Find the card and click Edit.
2. Change the name, email, phone or the payroll terms. The password and role boxes are only shown when you add someone. Use the Users page to change a role or a password.
3. Click Save.

Turn an account back on

The small switch on each card shows Active when the account is active and Disabled for any other status (inactive or suspended). Use the switch to turn a disabled account on again, or to turn an active one off. Switching an account off sets it to inactive: the person cannot sign in and any session that is already open stops working at once.

Add a department or a position

1. Open the Departments tab (or Positions) and click Add Department (or Add Position).
2. Fill in the fields described in the table below.
3. Click Save. To change one later click Edit on its card. The bin icon deletes it after a confirmation.

Add a goal, a review or a holiday

1. Open the Goals, Performance or Holidays tab.
2. Click Add Goal, New Review or Add Holiday.
3. Fill in the form and click Save.

Tip

A new goal is always created as Not Started with 0 percent progress and a new review is created as a draft with you as the reviewer. Open the goal or review again with Edit to change the progress, the status or the rating.

Careful

The bin icon on departments, positions, goals, reviews and holidays deletes the item after one confirmation. Deleting cannot be undone.

Every setting explained

Tabs

Setting	What it does
Staff Directory	One card per account with search, the Active switch and Edit. The Add Staff button is shown here.
Departments	Cards for each department with its code, description, manager and the number of employees. Add Department button.
Positions	Cards for each job position with its department and number of employees. Add Position button.
Documents	A read-only table of employee documents: Employee, Document Type (id card, passport, contract, certificate and so on), Title, Expiry, and a Verified or Pending badge. This page has no button to upload a document and the eye icon does not open anything yet.
Goals	Cards with priority, status, assignee, description, a progress bar and the due date. Add Goal button.
Performance	A table of reviews: Employee, Period, Type, Date, a star Rating, Status (draft, submitted or completed) and edit and delete icons. New Review button.
Training	A read-only table: Employee, Training, Start Date, Completion, Score and Status (for example in progress, completed or failed). This page has no button to add a training record.
Holidays	Cards for each holiday with the date and Paid and Recurring badges. Add Holiday button.

Add or edit staff form

Setting	What it does
Full Name, Email, Phone	The identity of the account. The email is the login name. Email and phone must be unique.
Password and Confirm Password	Only when adding. Both must match and follow the password rules above.
Role	Only when adding. Cashier, Waiter (default), Chef, Manager or Admin. It decides which permissions the person gets.
Job Title	Free text, for example Head Waiter.
Department and Position	Pick from the departments and positions you created on the other tabs.
Hire Date	The day the person started. Cards show it as Since <date>.
Contract type	Full Time (default), Part Time, Contract or Intern.
Salary Structure	The salary structure from Payroll that applies to this person. A payroll run only includes employees who have one.
Salary Type	Monthly Salary (default) or Per Day.
Salary Amount	The monthly salary, or the pay for one day, depending on the salary type. Zero or more.
Shift Hours	Length of a normal working day in hours, from 1 to 24 in steps of 0.5. If empty the server stores 12. Overtime starts after these hours.
Overtime Rate	Multiplier for overtime hours, 1 or higher. If empty the server stores 1.5.
Paid Leave Days	How many leave days a month are paid, from 0 to 31. If empty the server stores 0.

Department, position, goal, review and holiday forms

Setting	What it does
Department Name, Code, Description	Name is required. Code and description are optional.
Manager (department)	Optional. Pick any staff member as the manager. The card shows Not assigned when empty.
Active (department and position)	Switch, on by default. Inactive items stay in the list with a muted badge.
Position Title, Department, Description	Title is required. The department link is optional.
Goal Title and Assign to Employee	What the goal is and who owns it. Both are required by the server.
Goal Category	Performance (default), Development, Project or Sales.
Goal Priority	Low, Medium (default), High or Critical. High and Critical show a red badge.
Start Date, Due Date	Optional dates for the goal.
Progress and Status	A 0 to 100 slider and Not Started, In Progress, Completed or Cancelled. They only change when you edit an existing goal.
Employee, Review Period, Review Type, Review Date	Who is reviewed, a label such as Q1 2026, Quarterly (default), Semi-Annual, Annual or Probation, and the date of the review. Employee, period and date are required.
Overall Rating	Click one to five stars.
Strengths, Areas for Improvement, Manager Comments	Free text notes for the review.
Holiday Name and Date	Both are required.
Paid Holiday	Switch, on by default. Marks the day as paid.
Recurring Yearly	Switch, off by default. When on, the holiday repeats every year on the same month and day.

Tip

Salary terms are used by the server when it works out a payslip from attendance. Per Day pays the number of paid days times the amount. Monthly pays the salary minus a deduction for each absent day, calculated as salary divided by 30. See Payroll for the details.

Related articles

• Users (sign-in accounts)
• Roles & Permissions
• Attendance, Shifts and Leave
• Payroll
• Salary Advances
• Staff limits by plan