Pos Access Levels
Select Maintenance > Labor > Pos Access Levels to access this function.
POS access levels control security settings and the corresponding rights and privileges assigned to each security access code, for Front-of-House (FOH) terminal use. Aloha POS access levels work in conjunction with job codes. Use access levels to define whether an employee can perform specific functions without having to view and respond to the Manager Approval (JIT) screen.
You typically create access levels that correspond to a certain type of job code. For example, if your restaurant uses a cashier job code, you can create a cashier access level that indicates the rights and privileges an employee has when logged in as a cashier.
You can also mix and match access levels with different job codes, as necessary, when you assign a job code and access level to an employee record. For example, a trusted employee working as a cashier might need to perform manager functions when the manager is not present. In this situation, you can assign a cashier job code to the employee, but instead of assigning a cashier access level, you assign a manager access level. This way, the employee can log in as a cashier, and also perform manager related functions, such as approving voids, assigning drawers, and other tasks, as needed. Once you define your access levels, access Maintenance > Labor > Employees and select the appropriate access level for each job code you assign an employee.
Access Level tab
Use the Access Level tab to create a new access level and define the reports and functions available to that access level.
Group Bar: Identification
Name — Identifies the access level, such as ‘Manager.’ Type a maximum of 10 characters.
Group Bar: Aloha Takeout
Can override order capacity — Enables employees assigned this access level to authorize additional orders for a specific time frame, on a given day, in excess of the defined capacity. Related Options: To establish the order capacity restriction, access Maintenance > Takeout Configuration > Takeout Settings > Order Scheduling tab and select ‘Enable order capacity tracking’ under the ‘Weekly Properties’ group bar.
Can override restricted dispatch — Enables employees assigned this access level to temporarily authorize drivers to depart out of sequence to make deliveries. This option helps prevent drivers from selecting preferred routes or customers. Related Options: To establish the driver restriction dispatch, access Maintenance > Takeout Configuration > Takeout Settings > Options tab and select ‘Restrict dispatch to longest in driver’ under the ‘Delivery’ group bar.
Can override ‘No order assignment until after bump’ — Enables employees assigned this access level to assign an order to a driver before bumping the order to the delivery queue. This option is for use with Aloha Kitchen only.
Can override ‘Required Aloha Loyalty member ID for ,,,’ — Enables employees assigned this access level to override the requirement to enter an Aloha Loyalty member ID number when creating a new customer record.
Authorize deposit refunds — Enables employees assigned this access level to refund a deposit previously accepted as partial payment for a future order. Related Options: To establish deposit refunds, access Maintenance > Takeout Configuration > Takeout Settings > Deposits tab and select ‘Enable deposits’ under the ‘Deposits’ group bar.
Authorize deposit surrender — Enables employees assigned this access level to authorize the surrender (forfeiture) of a deposit previously accepted as partial payment for a future order. Related Options: To establish deposit refunds, access Maintenance > Takeout Configuration > Takeout Settings > Deposits tab and select ‘Enable deposits’ under the ‘Deposits’ group bar.
Driver management — Enables employees assigned this access level to perform driver management activities, such as closing or opening drivers.
Approve driver to driver transfers — Enables employees assigned this access level to transfer orders from one driver to another.
Change promise time for active orders — Allows employees assigned this access level to change the promise time for orders already released and available in the ‘Pick Up’ or ‘Dispatch’ screen. This allows the employee to move the order to another time or time segment based on the customer request.
Can adjust order mode charges — Makes it possible for employees assigned this access level to modify charges added to an order based on the order mode, such as delivery or mileage fees. One employee per shift should have this capability, to adjust order mode charges that appear insufficient or excessive. Related Options: To establish order mode charges, access Maintenance > Takeout Configuration > Takeout Settings Delivery Fees tab and select ‘Enable delivery fees’ under the ‘Settings’ group bar.
Can adjust quote time — Allows employees assigned this access level to override the quote times that appear in the Dashboard Settings screen when you touch Adjust Quote Time in the Aloha Takeout (ATO) FOH.
Can override delivery area restrictions — Allows employees assigned this access level to override the restriction for a customer identified as one from whom you will not accept a delivery order. This option also allows employees to accept orders for customer addresses outside the defined delivery area. Related Options: 1) To establish the delivery area restriction for customers, access Maintenance > Takeout Configuration > Takeout Settings Options tab and select ‘Enable restrict delivery by guest’ under the ‘Delivery’ group bar. 2) To establish the restriction of delivery orders to the delivery area, select ‘Restrict delivery orders to delivery area’ under the’ Delivery’ group bar.
Can add customer credit — Enables employees assigned this access level to add a credit to a customer account. This feature is often used to compensate a customer for trouble experienced with an order. Related Options: To establish the ability to add customer credit, access Maintenance > Takeout Configuration > Takeout Settings > Options tab and select ‘Enable customer credit’ under the ‘Customer Credit’ group bar.
Can add/edit tax exemptions — Enables employees assigned this access level to add tax exempt status to a customer record, or to modify this status, once enabled.
Can override ‘Require e-mail for new guests’ — Allows employees assigned this access level to override the e-mail address requirement when entering a new guest. Related Options: To establish the e-mail address requirement, access Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab and select ‘Require e-mail for new guests’ under the ‘Customer information’ group bar.
Can override tax locale — Allows employees assigned this access level to override the tax locale for a specific order. Related Options: To establish tax by destination, access Maintenance > Takeout Configuration > Takeout Settings > Order Modes tab > Order Modes Properties tab and select ‘Enable tax by destination (requires POS 13.1)’ for an order mode under the ‘Settings’ group bar.
Can edit guest name — Enables employees assigned this access level to change the name of an Aloha Takeout guest. Required Options: You must couple this option with ‘Prompt for new guest creation on name change’ in Maintenance > Takeout Settings > Customer Information tab.
Can override ‘Require customer first name’ — Enables employees assigned this access level to override the entry of the first name for a guest record when this is a required entry. Required Options: To require the entry for the first name for a guest record, select ‘Require customer first name’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require customer last name’ — Enables employees assigned this access level to override the entry of the last name for a guest record when this is a required entry. Required Options: To require the entry for the last name for a guest record, select ‘Require customer last name’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require customer address’ — Enables employees assigned this access level to override the entry of the address for a guest record when this is a required entry. Required Options: To require the entry for the customer address for a guest record, select ‘Require customer address’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require state for address’ — Enables employees assigned this access level to override the entry of the state in which the customer resides for a guest record when this is a required entry. Required Options: To require the entry for the state in which the customer resides for a guest record, select ‘Require customer state for address’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require company name for office address’ — Enables employees assigned this access level to override the entry of the name and address of the office for which the customer works for a guest record when this is a required entry. Required Options: To require the entry for the address of the office for which the guest works for a guest record, select ‘Require customer name for office address’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require zip code for address’ — Enables employees assigned this access level to override the entry of the zip code in which the customer resides for a guest record when this is a required entry. Required Options: To require the entry for the zip code in which the guest resides for a guest record, select ‘Require customer zip code for address’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab.
Can override ‘Require phone number’ — Enables employees assigned this access level to override the entry of the phone number of the customer when this is a required entry. Required Options: To require the entry of a phone number for a guest record, select ‘Require phone number’ in Maintenance > Takeout Configuration > Takeout Settings > Phone Numbers tab.
Can override ‘Require extension for guest office phone ...’ — Enables employees assigned this access level to override the entry of an office phone number extension when this is a required entry. Required Options: To require the entry of an office phone number extension for a guest record, select ‘Require extension for guest office phone numbers’ in Maintenance > Takeout Configuration > Takeout Settings > Phone Numbers tab.
Can override ‘Always refund deposit to original tender’ — Enables employees assigned this access level to override the ‘Always refund deposit to original tender’ restriction in Aloha Takeout. Required Options: To force you to refund a deposit to the same tender used to pay the deposit, select ‘Always refund deposit to original tender’ in Maintenance > Takeout Configuration > Takeout Settings > Deposits tab.
Can override Loyalty validation failure — Allows all employees clocked in with this access level to override the validation of a Generic Loyalty ID added or edited for a guest record. Documented Version: v19.3.
Can add/edit fiscal ID — Enables employees assigned this access level to add, edit, and remove the fiscal ID for an Aloha Takeout guest record. Required Options: You must select ‘Enable customer fiscal ID’ in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab to allow an employee to enter a fiscal ID number for an Aloha Takeout order.
Group Bar: Reports
Restaurant Sales — Allows employees assigned this access level to run the FOH Restaurant Sales Report from the FOH terminal. (TS only) The Restaurant Sales button appears on the FOH Report screen.
Server Sales — Allows employees assigned this access level to run the FOH Server Sales report from the FOH terminal. (TS only) The Server Sales button appears on the FOH Report screen.
Manager Flash — Allows employees assigned this access level to view the FOH configured sales reports from the FOH terminal. (TS only) The Flash Report button appears on the FOH Report screen.
Payment — Allows employees assigned this access level to run the Payment report from the FOH terminal. This report prints credit card payments only. (TS only) The Payment Report button appears on the FOH Reports screen.
Product Mix (TS only) — Allows employees assigned this access level to run the Product Mix report from the FOH terminal. For Table Service, the Product Mix button appears on the FOH Report screen.
Server Flash (TS only) — Allows employees assigned this access level to view server sales data sorted by individual, from the FOH terminal. The Flash Report button appears on the FOH Report screen.
Employee Breaks — Allows employees assigned this access level to run the FOH Employee Breaks report from a POS terminal. (TS only) The Employee Breaks button appears on the FOH Report screen.
Custom Reports — Allows employees assigned this access level to run any custom reports. (TS only) The Custom Report button appears on the FOH Report screen.
Restaurant sales and labor statistics — Allows employees assigned this access level to view the FOH Restaurant Sales and Labor Statistics report. (TS only) The Restaurant Sales and Labor Statistic Report button appears on the FOH Report screen.
View FOH labor reports — Allows employees assigned this access level to view the FOH Labor reports.
Server Tip — Allows employees assigned this access level to view the FOH Server Tip report that shows details about their checks, including check numbers, open and close times, the check total, the tip amount, and more. This report is very beneficial for servers who work in a cashier environment in which the server is not responsible for closing their own checks. They can also print a Server Tips report to the local receipt printer.
Group Bar: Financial
Assign promo — Allows employees assigned this access level to apply a promotion to guest checks. This ability is generally reserved for managers. (TS only) The Assign Promo button appears on the FOH Financial screen.
Delete promo — Allows employees assigned this access level to delete a promotion from the check.
Assign comp — Allows employees assigned this access level to apply a comp to guest checks. This is generally reserved for managers. (TS only) The Assign Comp button appears on the FOH Financial screen.
Delete comp — Allows employees assigned this access level to delete a comp from the check.
Assign gratuity (TS only) — Allows employees assigned this access level to assign an automatic gratuity to a check. The Assign Gratuity button appears on the FOH Financial screen. Employees with this option selected for their access level can use the Add/Edit Gratuity button that appears on the FOH Close screen.
Delete gratuity (TS only) — Allows employees assigned this access level to delete an automatic gratuity directly from the check.
Assign menu (TS only) — Allows employees assigned this access level to access another defined menu. The Assign Menu button appears on the FOH Financial screen. For example, a restaurant uses a Breakfast menu from 6:00 to 11:00 am, and a Lunch menu from 11:00 to 5:00 pm. The guest arrives at noon and wants to order an item listed on the Breakfast menu. The manager must touch the ‘Assign Menu’ button and assign the breakfast menu to the server. The server then recalls the check and touches the ‘Other Menu’ button on the order entry screen to access the Breakfast menu. On the chit, an asterisk appears next to the item and a legend prints below it stating from which menu the item was ordered.
Assign day part — Allows employees assigned this access level to manually set the current meal period. Required Options: You must select this option with ‘Manual Day Parts’ in Store Settings. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Assign Day Part button on a panel to appear on the FOH terminal.
Members override (TS only) — Allows employees assigned this access level to perform the options found in the Financials group in Maintenance > Business > Store > Store Settings tab, without requiring manager access. Related Requirement: This feature is only available with the Membership Interface extension.
View tables (TS only) — Allows employees assigned this access level to view all open tables. The View Tables button appears on the FOH Financial screen.
Manage transfer tables (TS only) — Allows employees assigned this access level to transfer a table from one server to another without manager approval. The Transfer Tables button appears on the FOH Financial screen.
Split checks — Allows employees assigned this access level to split a guest check into separate checks without manager approval. (TS only) When selected, a Split Checks button appears on the Close screen. Related Options: You cannot split a check that contains unordered items. If ‘Do not send items’ under the ‘Settings’ group bar in Maintenance > System Settings > Order Mode is selected, items remain unordered when you access the Close screen and the Split Check function is unavailable. (TS only) The Split Checks button will not appear if items on the guest check are unordered.To correct this, you must return to the order and apply an order mode that sends the items to the kitchen and then return to the Close screen to perform the split check function. (QS only) Related Requirement: In Quick Service, you must access Maintenance > Menu > Screen Designer and add the Split Check button function to your Close screen panel.
Split seat (TS only) — Allows employees assigned this access level to split a guest check into separate checks by seat without manager approval. Related Options: Select ‘Limit the number of split check functions after the first check print’ under the ‘Restrictions’ group bar in the Security Group on the Store Settings tab in Maintenance > Business > Store to put tighter controls on the split seat feature.
Reopen check — Allows employees assigned this access level to reopen a check that was closed by another employee. (TS only) The Open Closed Check button appears on the FOH Financial screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Reopen Check button on a panel to appear on the FOH screen.
Reprint check — Allows employees assigned this access level to reprint clock-outs, checkout reports, and guest checks. (TS only) The button appears on the FOH Financial screen.
Void items — Allows employees assigned this access level to void ordered items from a check, for another employee, without manager approval. Related Options: 1) The manager password prompt appears. If ‘Void items’ selected, the employee uses their employee password, and then types the void reason to complete the void. 2) If ‘Void items’ cleared, a manager must complete the void. (TS only) The void reason appears on the Void Report. The Void button appears on the FOH Financial screen.
Cash drawers — Allows employees assigned this access level to perform cash drawer management and petty cash functions. (TS only) The Cash Drawers button appears on the FOH Financial screen.
Cash drawer checkout — Allows employees assigned this access level to perform drawer checkouts. (TS only) If cleared, the Checkout button does not appear on the FOH cash drawers screen. (QS only) If cleared, a screen requiring manager approval appears when you perform a drawer checkout.
Approve cash drops — Enables employees assigned this access level to approve cash payments that exceed the defined cash tender type threshold, and then perform a cash drop. Required Options: You must access Maintenance > System Settings > Order Mode > Order Mode tab and define an amount in ‘Require manager approval for Cash tender type over threshold’ under the ‘Settings’ group bar to enforce manager approval and operational procedures requiring a cash drop. Documented Version: v12.3.
Allow cash drops on behalf of self-banking employees — Allows employees assigned this access level, typically managers, to approve cash drops from self-banking employees.
Resend chit to kitchen — Allows employees assigned this access level to print a new kitchen chit by resending one or more items to the kitchen. This is useful in situations where an order with a missing item is delivered to a table or when the kitchen staff misplaces a kitchen chit. (QS only) Related Requirement: You must also access Screen Designer and add the Resend to Kitchen button function to a panel. (TS only) The Resend to Kitchen button appears on the FOH Financial screen. Documented Version: v12.3.
Item availability (TS only) — Allows employees assigned this access level to mark items as unavailable or available, as well as to set the availability count.
Reference: Refer to the Item Availability Feature Focus Guide - HKS368 for more information.
Override category limits — Allows employees assigned this access level to override any item limit defined for a category. Related Options: 1) Access Maintenance > Menu > Categories > Category tab and specify the maximum number of items allowed in ‘Maximum per check’ under the ‘Settings’ group bar to define an item limit for a category.
Delete payments — Allows employees assigned this access level to delete a payment from a check. If cleared, the manager approval screen appears when an employee without sufficient access tries to delete a payment.
Adjust payments — Allows employees assigned this access level to adjust payments, comps, promos, order mode charges, maximum tip percentages defined for the tender, and more for other employees. (TS only) The Adjust Payments button appears on the FOH Financial screen.This is generally reserved for a manager. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Adjust Payments button on a panel to display on the FOH.
No sale — Allows employees assigned this access level to access the ‘No Sale’ function on the FOH terminal and open a cash drawer. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Open Drawer button on a panel to display on the FOH.
Cash refunds — Allows employees assigned this access level to issue cash refunds.
Non-cash refunds — Allows employees assigned this access level to issue refunds for non-cash tenders other than credit cards, such as room charges, accounts receivable charges, and gift certificates.
Credit card refunds — Allows employees assigned this access level to issue credit card refunds.
Manual credit card number — Allows employees assigned this access level to bypass manager approval when attempting to manually enter a credit card or gift card number. Related Options: The manager approval screen appears if you access an appropriate tender type in Maintenance > Payments > Tenders > Type tab and select ‘Use magnetic card only’ under the ‘Options settings’ group bar, or ‘Use Mag Card Only’ in the Aloha Loyalty Configuration wizard.
Force payment authorization — Allows employees assigned this access level to force authorization on credit card and gift card payments.
Approve offline hotel charges — Allows employees assigned this access level to approve and post hotel charges when the POS system cannot connect to the property management system in use. Related Options: When you select ‘Allow offline charges’ for a tender of the ‘Property management’ type in the Tenders function, the Manager Approval screen appears for anyone without sufficient access.
Reference: Refer to the Aloha PMS Integration Guide for more information.
Override security verifications on tenders — Allows employees assigned this access level to bypass the security verification options for tenders.
Resend failed credit card transaction (QS only) — Enables employees assigned this access level to send a failed transaction to the host a second time for authorization. The employee must first select the failed credit card transaction on the guest check, and then touch the ‘Resend’ button to send the transaction back to the processor. Related Requirement: You must access Quick Service Screen Designer and create a ‘Resend Failed Credit Card Transaction’ button.
Override gift card restrictions — Allows all employees assigned this access level to override restrictions placed on gift cards, such as applying a gift card as payment twice in the same day and applying a gift card as payment on the same day on which the card is activated. Documented Version: v12.3.
Enable cash out from gift card — Allows employees assigned this access level to cash out a Givex gift card upon demand from the guest. Documented Version: v15.1.
Approve additional Aloha Loyalty member transactions — Allows employees assigned this access level to enable the check to count toward Aloha Loyalty rewards, after the member has reached the maximum number of visits per day, as configured in the Aloha Loyalty program. Related Options: This option overrides the ‘Max Visits’ option in the Aloha Loyalty Configuration wizard.
Approve manual Aloha Loyalty card number — Allows employees assigned this access level to manually enter an Aloha Loyalty card number, without manager approval. It also allows this same employee to enter a password to continue, when they attempt to manually enter the Aloha Loyalty card number without sufficient access. Related Options: This option overrides the ‘Use Mag Card only’ option in the Aloha Loyalty Configuration wizard.
Approve Aloha Loyalty card assignment — Allows employees assigned this access level to approve the assignment of a member to a check for cards with ‘Require Manager Approval’ selected in the Aloha Loyalty Configuration wizard.
Approve Aloha Loyalty member lookup — Allows employees assigned this access level to perform a manual loyalty guest lookup using an alternate ID, such as a name, phone number, or email address, without requiring manager approval. Documented Version: v14.1.
Apply tax exempt (TS only) — Allows employees assigned this access level to apply a tax exemption without manager approval.
Restricted tender group for this access level — Restricts employees assigned this access level to applying payments using only the tenders defined in the specified tender group. An employee with sufficient access must approve any tender not defined within the assigned tender group. ‘None, is a valid option, which allows the use of all tenders. Related Requirement: You create tenders in Maintenance > Payments > Tenders.
Override maximum refills (TS only) — Allows employees assigned this access level to override the maximum number of refills. Related Options: To define the maximum, access Maintenance > Menu > Modifiers and indicate the maximum number of times, from 1 to 99, you can modify the menu item and order a refill before a manager is needed.
Assign price change — Allows employees assigned this access level to override the current price in effect for an order with a price change. Only valid price changes, where today’s date is between or inclusive of the start date and end date defined in Maintenance > Pricing > Price Changes, appear on the screen for selection. (TS only) The Assign Price Change button appears on the FOH Financial screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Assign Price Change button on a panel to appear on the FOH.
Edit event tax (TS only) — Allows employees assigned this access level to change the event start time of taxes for special events using the FOH terminal. You can start the event and secondary tax immediately, change it to later, or ignore the event and secondary tax start time altogether.
Approve Family Style meals (TS only) — Enables employees assigned this access level to alter guest counts for family style meals based on the age of the guest. For example, a child portion can be calculated as one-half of an adult portion. This feature also allows employees to override the maximum number of reorders or the maximum number of waters.
Override split check limits — Allows employees assigned this access level to override both the time limit for check activity after initiating the split check function and the limit on the number of split check functions allowed for a check after printing any check in the split. The manager approval screen appears when an employee exceeds either of these limits and a manager must enter their password to allow the employee to continue working with the check.
Edit price change events — Enables employees assigned this access level to ignore, cancel, or immediately activate a price change event scheduled for the day, from a FOH terminal. (QS only) You must access Screen Designer and add an Edit Price Change Events button to a panel in use. (TS only) The system automatically adds the button to the Manager Functions > Financials screen.
Override EMV verifications — Enables employees assigned this access level to slide the EMV-enabled card through a magnetic stripe reader (MSR) on the FOH only as a backup and optional solution. Documented Version: v15.1.
Distribute Sales and Tips (TS only) — Enables the Sales and Tip Distribution button to appear on the second page of the Special Functions > Financial screen so that an employee assigned this access level can manually distribute sales and tips from the FOH terminal.
Manage Sales and Tip Distribution Teams (TS only) — Enables the Manage Sales & Tip Distribution Teams button to appear on the Special Functions > Financial screen so that an employee assigned this access level can manage shifts and check teams for the automatic distribution of sales and tips.
Manage Connected Payments — Controls access to certain Connected Payments functions in the FOH.
Group Bar: Employee
Approve clock in — Allows employees assigned this access level to approve clock-in transactions.
Approve checkout — Allows employees assigned this access level to approve checkout transactions.
Delete checkout — Allows employees assigned this access level to delete checkout transactions. (TS only) The Delete Checkout button appears on the FOH Employee screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Delete Checkout button on a panel to appear on the FOH terminal.
Approve clock out — Allows employees assigned this access level to approve clockout transactions.
Delete clock out — Allows employees assigned this access level to delete clockout transactions. (TS only) The Delete Clockout button appears on the FOH Employee screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Delete Clockout button on a panel to appear on the FOH terminal.
Approve start/end breaks — Allows employees assigned this access level to approve an early break return. This applies to mandated unpaid breaks.
Clear password — Allows employees assigned this access level to clear passwords for other employees. You typically reserve this option for managers. (TS only) The Clear Password button appears on the FOH Employee screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Clear Password button on a panel to appear on the FOH terminal.
Enroll fingerprints — Allows employees assigned this access level to assign login access to employees, using the fingerprint scanner system.
Force reconciliation — Allows employees assigned this access level to force reconciliation, even if the number of attempts at reconciliation exceeds the number specified. You typically reserve this option for managers. Related Options: Access Maintenance > Hardware > Cash Drawers > Cash Drawer tab and select ‘Perform drawer reconciliation’ and ‘Number reconciliation attempts’ under the ‘Settings’ group bar to define the number of reconciliation attempts allowed per drawer.
Reference: Refer to the Drawer Reconciliation Feature Focus Guide - HKS310 for more information.
Force coupon audit — Allows employees assigned this access level to override the system error message and force a reconciliation of a coupon audit, after exceeding the defined number of attempts.
Open any drawer — Allows employees assigned this access level to open cash drawers associated with a specific terminal. You must have a reason for opening the drawer. The event appears in the audit log recorded in the same way as a No Sale event.
De-assign drawers (QS only) — Allows employees assigned this access level to remove employee access to their assigned cash drawers. This is typically a manager function.
Enter open items (QS only) — Allows employees assigned this access level to ring up open items on the FOH terminal. Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the PLU List button on a panel to appear on the FOH terminal.
Access quick count screens and reports — Allows employees assigned this access level to access Quick Count screens and reports on the FOH and BOH terminals. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add a Quick Count button for each count type on a panel to appear on the FOH screen.
Reference: Refer to the Quick Count Feature Focus Guide - HKS316 for more information.
Enter pay adjustments — Allows employees assigned this access level to enter Pay Adjustments from the FOH manager screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Pay Adjustments button on a panel to appear on the FOH manager screen.
Adjust tip share (TS only) — Allows employees assigned this access level to adjust tipshare amounts.
Release locked employee — Allows employees assigned this access level to release a lock file and enable an employee to log back into the system after a power outage or equipment failure event causes the system to freeze. This issue only occurs with handhelds and devices running through COM. (TS only) The Release Locked Employee button appears on the FOH Employees screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the ‘Release Locked Employee’ button on a panel to appear on the FOH manager screen.
Edit FOH labor — Enables employees assigned this access level to edit or add a break or shift, and to adjust break minutes.
Assign pen IDs — Allows employees assigned this access level to assign Pen IDs to other employees for system access. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Assign Pen ID button on a panel to appear on the FOH screen.
Approve interactive message response — Allows employees assigned this access level to approve interactive messages, requiring manager approval, before an employee can continue with the clock in or clock out function.
Group Bar: System
Reroute devices — Allows employees assigned this access level to reroute printers, printer groups, or remote display systems. (TS only) The Reroute Printer and Reroute Printer Group buttons appear on the FOH System screen.
End of day — Allows employees assigned this access level to manually run end-of-day (EOD) functions from the FOH terminal. (TS only) The EOD button appears on the FOH System screen. Related Requirement: 1) You must schedule the EOD process as an event in Maintenance > System Settings > Event Schedule to enable it to be automatic. 2) (QS only) You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the EOD button function on a panel to appear on the FOH screen.
Shutdown terminal — Allows employees assigned this access level to close the FOH. The system proceeds directly to the Windows shutdown screen. This applies only to terminals running Microsoft Windows 95 and prevents employees from simply turning off the machine, which could cause data corruption. (TS only) The Shutdown Terminal button appears on the FOH System screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Shutdown Term button function to a panel to display on the FOH.
Calibrate touchscreen — Allows employees assigned access level to calibrate the touch-screen server terminals. (TS only) The Calibrate button appears on the FOH System screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels, and add the Calibrate button function on a panel to display on the FOH.
Query cash card balance — Allows employees assigned this access level to query the balances of cash cards. (TS only) The Query Cash Card button appears on the FOH System screen. (QS only) Related Requirement: You must access Maintenance > Screen Designer > Quick Service Screen Designer > Work with Panels and add the Query Cash Card Balance button function on a panel to display on the FOH.
View alerts — Enables employees assigned this access level to view alerts on the FOH terminal. Documented Version: v12.3.
Dismiss alerts — Enables employees assigned this access level to dismiss alerts on the FOH terminal. Documented Version: v12.3.
Reference: Refer to the Alerts Feature Focus Guide - HKS334 for more information.