Manage Staff

Add employees to your BackOffice Staff List so they can clock in/out, log in to the register, and run sales. Learn how to assign Cashier or Manager privileges and edit/delete employees in BackOffice at any time.

Watch our Add Staff video below:

Add Staff

Table of Contents

Add Employees

Add employees to BackOffice to grant them access to the register. With a unique register code, employees can clock in/out, run sales, and perform other cashier or manager functions. Check out our FAQ for answers to some commonly asked questions.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Click 'Add Staff'.
  3. Enter the employee's information.
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    Register Code: A 4 digit code that allows the employee to perform cashier functions.
    Register Manager: Check this box to give an employee access to manager functions.
    BackOffice Manager: Check this box to assign BackOffice access to the employee. BackOffice is the backend tool that allows you to manage your business.
    Don’t see ‘BackOffice Manager’? Visit our Troubleshooting Guide for more information.

  4. Click 'Save' to create the new employee.
  5. Get Updates on the register to apply the changes.

    If you receive an error while getting updates, visit our Troubleshooting Guide for help.

Edit / Remove Employees

It’s no problem to edit an employee if they forget their register code or need to update contact details. If an employee leaves the business, delete them so they can no longer access the register.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Choose an employee.
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    If some employees appear to be missing, visit our Troubleshooting Guide to learn why.
  3. Make changes to the employee and tap 'OK' to save.

    Or, tap Delete to remove the employee.

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  4. Get Updates on the register to apply the changes.

    If you receive an error while getting updates, visit our Troubleshooting Guide for help.

Employee Settings

Restrict a cashier’s abilities by requiring manager verification to void open checks at the register.

  1. In BackOffice, click 'Staff' and select 'Staff List'.
  2. Check the box to require verification.
  3. Click 'OK' to save the new function.
  4. Get Updates on the register to apply the changes.

    If you receive an error while getting updates, visit our Troubleshooting Guide for help.

A manager must enter their code when a cashier tries to void all or part of a saved check.

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Employee Privileges

An employee’s privileges depend on their role within ShopKeep. Let’s look at what different kinds of employees can access in BackOffice and at the register.

BackOffice

There are two kinds of BackOffice users: the Business Owner and BackOffice Managers. Learn below what each type of user can see and do in BackOffice.

Business Owner
The Business Owner login is the email address originally used to create the ShopKeep account. The Business Owner can view every area of BackOffice including all options on the Settings menu:

Locations, Receipts and Tips, Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Register Licenses, Printers, eCommerce, Online Ordering, MailChimp, QuickBooks

BackOffice Manager with Register Code
BackOffice Managers are additional BackOffice users set up by the Business Owner. BackOffice Managers can access most areas of BackOffice but only some of the options on the Settings menu:

Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Printers, MailChimp, QuickBooks
*BackOffice Managers also see a limited version of the Staff List.

Register

There are two kinds of register users: Cashiers and Register Managers. Learn below what each type of user can see and do on the ShopKeep Register.

Cashier

Assign a Register Code to an employee on the Staff List so they can run sales at the register. Cashiers can view the Transaction and Checks screens, access the History / Returns screen, run a Shift Report, and use all cashier controls on the Control Panel.

Register Manager

Check the ‘Register Manager’ box while setting up an employee to allow them to perform manager functions at the register. Register Managers can open and close shifts, process pay ins and payouts, and access all cashier and manager controls on the Control Panel.

Still having issues adding staff? Check out our Troubleshooting Guide for some solutions!

What's Next?

Now that you’ve added employees to the BackOffice Staff List and assigned them manager and/or cashier permissions, keep track of your employee’s sales and compare their sales performance over time by referring to the Sales by Employee report.


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