Adding a New Employee

Feature Overview

When you hire a new team member, you create their record in the Staff section of Katalyst. This record is what links the employee to the POS, labor reports, timecards, and any permission-controlled features. A complete and accurate employee record ensures they can clock in, be tracked in reports, and access the right features from day one.

Prerequisites / Requirements

• Your account must have Staff edit permissions or Full GEM access.
• At least one job class must be configured in Settings > Permissions before an employee can be assigned to a role.

Step-by-Step Guide

1. On the Staff page, click the + Add Employee button (or equivalent add button in the toolbar).
2. The new employee form opens. Fill in the required fields:
   • First name and Last name
   • Email address — used for their Katalyst account login and notifications
   • Assigned job class — the role that determines their POS and dashboard permissions
3. Fill in any additional optional fields required by your restaurant (phone number, hire date, HR notes, etc.).
4. Click Save to create the employee record.
5. The new employee will appear in the staff roster immediately.

Common Troubleshooting / FAQs

Q: I added a new employee but they cannot log in to the POS. Creating an employee record in the Staff section creates their profile but does not automatically set up a POS login PIN. Ensure the employee's PIN or login credentials have been configured within their profile. Also confirm their assigned job class has the appropriate POS login permissions set in Settings > Permissions.

Q: The job class I want to assign does not appear in the dropdown. Job classes are created and managed in Settings > Permissions. If the role you need does not exist, navigate there to create it before returning to add the employee.