You can now allow your self-employed staff to see their own cashup and reports without seeing anyone elses!
Allow staff to view their own Cashup only
To allow a staff member to view THEIR OWN Cashup, rather than all or none, you can do this by going to "Staff & Business Settings" in your menu and finding the "Permissions and Security" page. Open the dropdown for the staff member you're looking for, and set their Daily Cashup permission to this:
Staff can access their own Cashup via the main menu OR by clicking at the top of their column and selecting Daily Cashup from the mini menu.
For those that have this access level, the Cashup menu item will be disabled when clicking on other staff member’s columns, ensuring staff can only access their own Cashup.
Once you've updated their access, when they click on cashup, they will see their own cash up for their chosen day/date range, with no option to see other staff's:
Please note, the staff member must be logged in with their own pincode (or email address if pincodes are not enabled) in order to view their own Cashup
Allow staff to view their own Reports only
We have a brand new KPI reports feature coming very soon! To read more about Staff KPI reports visit this article here. In the meantime, get ahead of the game and set permissions to allow your self-employed staff to view their reports only.
Go to the "Staff Access Permissions" page in "Staff & Business Settings" and change the staff member's setting to this:
Once this is done, your staff will then be able to view Reports directly from the calendar via the mini menu at the top of their column, or from the main menu. Here's what their KPI report will look like:
To allow your staff to edit their own KPIs but no one else, change their settings to this:
To learn more about custom permissions and what permissions your staff will start out on based on their previous access read this article here
To learn more about our new KPI reports read this article here and check out https://slick.sleekplan.app/roadmap to be the first to know when Staff reports go live!
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!