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Employee Agenda

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To manage your employees, you need to learn how to navigate the Employee Agenda. 

This agenda has three tabs:
1. Employees: where you can add, delete, edit employees and set up their details

2. Positions: where you can add, delete, edit departments and roles so that you can better organize

3. Roles & Access: where you can add, delete, edit roles and set up their permissions

Employees tab

[1] Log into Figure Manage with your credentials 

[2] Go to Management -> Employees Agenda

[3] Select Employees Tab

How to Create New Employee

[1] Click on New Employee button

[2] Complete Employee Details as it follows:

[3] Complete Personal Info:

  • Name is required
  • Address, phone number, email, if desired

[4] Complete Credentials

  • Access level is required: based on this level, this employee will have certain permissions.
    Info about access level and how you can customize them here
  • PIN is required: this PIN is used by the employee to Log In into Figure POS
  • Employee Access Key is optional: the key is the card number that the employee is using to swipe up on the pin screen
  • Password: in case your employee forgets the password to their Figure Manage account, you can reset it from here

[5] Complete Locations

  • Choose where your employee will work. You can select all locations or just one.
    Based on this, the employee can or cannot log in to certain locations.

This is all the required info in order to create a new employee. You can click Save now, or continue with:

[6] Complete Positions

  • Position selection is optional
    Default positions: Administrator, General Administrator, Manager… learn how to manage positions here
  • If you want to track your Employee Time Sheet, then you have to select one position for him and insert the hourly pay

[7] Complete Emergency info

  • If desired

[8] Active or Inactive status

  • Choose if your employee is active or inactive. The active state allows the employee to log into POS with their PIN, as well as clock in/clock out,  while the inactive status will disallow it 

[9] Click Save

How to Delete Employee

[1] Click on an existing Employee Name

[2] Click on Delete button

[3] Confirm that you want to delete the employee

Make Employee Active/Inactive

[1] Click on and existing Employee name

[2] Scroll down to Status section

[3] Switch the Active toggle as needed

  • Green means active
  • Grey means inactive

How to edit Employe Details

[1] Click on Employee Name

[2] Edit any field with the new details you want

[3] Click on Save

Tip: Filter between active and inactive employees using the Active/Inactive/All buttons

Positions

Positions, once created, can be selected in Employee details.
After you create a new Position or Department, you can go to Employee Details and update it.
After you select a specific position for an employee and enter the hourly pay, you can track the payroll and monthly timesheet in timesheet agenda.

[1] Log into Figure Manage with your credentials 

[2] Go to Management -> Employees Agenda

[3] Select Positions tab

Create New Department 

[1] Click on New Department button

[2] Insert Department Name and click on Save

Create New Position

[1] Insert Position Name

[2] Choose a specific Department or leave it as “no department”

[3] Click on Save

Edit Existing Department/Position

[1] Click on the Department/Position name 

[2] If desired, rename it 

[3] If desired, delete it 

Roles & Accesses 

Based on their role, every employee has access to certain agendas and actions.
You can manage exactly what kind of access every role/employee has from this agenda.
After you set the roles, you can go back to the Employee tab and assign definite roles to employees.

[1] Log into Figure Manage with your credentials 

[2] Go to Management -> Employees Agenda

[3] Select Roles & Accesses tab

You can see a table with all the roles and their access permissions.

Edit Roles

[1] Click on a Role name

[2] Rename the Role Name, if desired

[3] Toggle with the switches on/off depending on what access you want to enable/disable for that Role

[4] Click on Save

If you want to delete this role, click on Delete button

Create New Role

[1] Click on New Role button

[2] Insert Role name is required

[3] Toggle with the switches on/off depending on what access you want to enable/disable for that Role

[4] Click on Save