Employee List

Employee List [HQ]

GoFrugal HQ – Employee List  

The Employee List in GoFrugal HQ is used to centrally manage all employees across the organization and its outlets. This screen enables the Head Office to create, view, edit, and control employee access from a single location, ensuring consistent user management and security across all outlets.

Key Benefits  

  • Ensures uniform access control across all outlets

  • Reduces manual effort in employee and user management

  • Improves security and compliance

  • Simplifies employee onboarding and role updates

Usage Scenario  

When a new staff member joins, or when an existing employee’s role changes, the HQ administrator can update the employee details and roles in the Employee List. These changes are then synced to the respective outlet servers, ensuring consistent and up-to-date access control across all locations.

To manage users using the Employee List:

  1. Navigate to Admin > Employee Details > Employee List.

  1. Click the Add button.

  1. Fill in all the required information on the screen. Fields marked with an asterisk (*) are mandatory.

  1. Select HQ as the Job Outlet if you want to provide the employee with Head Office (HQ) access.

  2. Select the required HQ Role from the list.

  3. Select the Global Access checkbox to enable global access for the employee.

  1. Click the Employee tab located at the top-left corner.

  • When the Schedule Type is set to SPECIFIC, you must select the required Retail Outlet from the list. Then, choose the appropriate POS Role Name, NT Role Name, and Trac Role Name from their respective drop-down lists.

  • When the Schedule Type is set to COMMON, select the appropriate common roles for the product types RPOS7, NT, and TRAC from their respective drop-down lists.

  1. Select the required Home Outlet from the list.

  2. Enter the Employee Code / Registration Number in the respective field.

  3. Click the Save button.

After saving, a confirmation pop-up will appear

To edit existing employee details, search for the employee using the available filter options.

Update the required information and click Update to save the changes.

  1. Click Send to Outlet to push the employee information to all outlets.

To create Representative Masters in bulk:

  1. Click Bulk add Rep Master.

  1. Select Rep Master Insert from the list to add Salesman (Representative) master records in bulk.

Note: Click the bulb icon  to view the related notes and instructions.

  1. Enter all the required information and click Save to complete the process.

After saving, a confirmation pop-up with the message “Imported Successfully” will appear.

To update existing masters, select Rep Master Update from the top-left corner, make the required changes, and click Update to save them.

 

To filter existing contacts using the Import feature:

  1. Click the Import button.

  2. Click the Download Template button.

The file name should be as shown below:

  1. Open the file and enter all the required Contact IDs.

  1. Browse and select the file, then click Import to proceed.

All the filtered items will be displayed on the screen.

  1. Make the required changes and click Update to save them.

To create Employee Masters in bulk:

  1. Click Bulk Employee Master button.

  1. Select Employee Master Insert from the list to add employee master records in bulk.

Note: Click the bulb icon  to view the related notes and instructions.

  1. Enter all the required information and click Save to complete the process.

  1. Select Employee Master Update from the list to update employee master records.

  2. Make the required changes and click Update to save them.

 

 

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