Employees is intended for shops to manage and validate the distribution of samples. In order to complete a transaction with samples, it is required to have an employee attached to the sale. The validation is done by linking an employee to a phone number in the loyalty system. 

PRO TIP: Create the new employee's customer profile before you get started.

Employees - Add New Employee

1. Navigate to Store Management on the KlickTrack Dashboard.
2. Select Employees.
3. Select the blue + icon.
4. Enter Employee Name.
5. Select Employee Type.
6. Select OK.
7. Select Customer.
8. Enter the customer's name, email, or phone number (minimum of 3 characters required).
9. Select the necessary customer to link the employee to the existing customer profile.
10. Enter Birthdate.
11. Enter Hire Date.
12. Select Save.

Employees - Edit Employee

1. Navigate to Store Management on the KlickTrack Dashboard.
2. Select Employees.
3. Select the employee that needs to be edited.
4. Select Edit.
5. Edit the necessary fields.
6. Select Save.

Employees - Remove Employee

1. Navigate to Store Management on the KlickTrack Dashboard.
2. Select Employees.
3. Select the employee that needs to be removed.
4. Select Remove.