Admin Overview

The admin area, within OneBoxBM, is designed to provide access to all administrative functions.

Overview

The area split into 6 distinct sections.

• Workforce
• Clients
• Suppliers
• Time Off/Leave
• Users
• Permissions

Departments

Manage the list of departments that your employees can be assigned to.

For example:

• Cook
• Waiter/Waitress
• Sales Assitant

Job Roles

Manage the list of job roles that can be assigned to your employees.

For example:

• Back Of House
• Front Of House
• HR
• Sales

Responsibilities

Manage the list of things that your employees are responsible for.

For example:

• Cooking
• Waiting tables
• Cleaning

Rates Of Pay

Manage your employees default rates of pay for a given date range, such as the year start/end or the financial year.

Specify rates per hour, day, week, month or year.

For example:

• Cook
• Wait Staff
• Cleaner

Employee Groups

Manage your list of employee groups.

Employee groups will typically mirror your departments and the roles within the department.

For example:

• Kitchen (Team)
• Kitchen (Management)
• HR (Team)
• HR (Management)

This is designed to work in conjunction with the permission system by allowing you to grant access based upon which group an employee belongs to.

Employee Document Types

Manage your list of employee document types.

For example:

• Id
• Contract
• Training Records

Shared Employee Document Types

Manage your list of shared employee document types.

For example:

• Policy

Client Groups

Manage your list of client groups.

Group suppliers based upon their type, for example

• Standard
• Premium

Or their parent organisation/group.

Client Document Types

Manage your list of client document types.

For example:

• Contract

Shared Client Document Types

Manage your list of shared client document types.

For example:

• Policy

Supplier Groups

Manage your list of supplier groups.

Group suppliers based upon their type, for example

• Standard
• Premium

Or their parent organisation/group.

Supplier Document Types

Manage your list of supplier document types.

For example:

• Contract

Shared Supplier Document Types

Manage your list of shared supplier document types.

For example:

• Policy

User Time Off Settings

Manage the time off settings for your employee user accounts.

• Specify the time off/leave notification settings for each user.

User Groups

Manage the list of user groups that will be used when granting access to users in the system.

For example:

• Team Members
• Kitchen (Management)
• HR (Management)

Users

Manage your employees user accounts and login details.

(Employees are only able to access the system once you have specified their login details and set their account status to active.)

The base subscription includes accounts for up to 10 employees.

User Notifications

Send account notification emails to your employees.

(Notifications can only be sent to employees with user accounts.)

Terminal

Manage your terminal accounts and login details.

(Terminal accounts are required to setup a computer/device as a terminal.)

All User Permissions

Manage the permissions that apply to all users.

Specify if users have permissions when:

• Viewing all employee records
• Viewing records belonging to employees in specific employee groups

User Group Permissions

Manage the permissions that apply to users in specific user groups.

Specify if users have permissions when:

• Viewing all employee records
• Viewing records belonging to employees in specific employee groups

User Permissions

Manage the permissions that apply to individual users.

Specify if users have permissions when:

• Viewing all employee records
• Viewing records belonging to employees in specific employee groups

Permissions Misc.

Assign permissions at the group level for the best balance between convenience and flexibility.

We also recommend taking a look at our permissions overview prior to managing permissions. It should only take a few minutes to read and will undoubtedly save you some time.