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Set up employee records for HR management, attendance tracking, and system access control.

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1

Why Register Employees?

Employee records enable you to:

  • Track Attendance: Monitor work hours and punctuality
  • Manage Payroll: Calculate salaries and commissions
  • Control Access: Limit system features by role
  • Performance Tracking: Monitor sales and productivity
  • Legal Compliance: Maintain employment records
  • Communication: Send schedules and announcements
  • Reporting: Generate HR and performance reports
  • Security: Audit system usage by staff
2

Employee Roles & Permissions

Sales Shark has different access levels for different employee roles:

Manager
  • Full system access
  • View all reports and analytics
  • Manage employees and settings
  • Process refunds and void transactions
  • Access financial data
Cashier
  • Process sales transactions
  • Handle customer payments
  • View product information
  • Basic customer management
  • Limited reporting access
Stock Clerk
  • Manage inventory and stock
  • Update product quantities
  • Receive and record deliveries
  • Generate stock reports
  • No access to sales or financials
Staff
  • Basic system access
  • View assigned tasks only
  • Limited reporting access
  • Record attendance
  • No financial or admin access
3

Access Employee Registration

To add your first employee:

  1. Click on "HR" in the sidebar menu
  2. Click "Employees" from the HR menu
  3. Click the "Add New Employee" button
Add Employee Now
4

Personal Information

Fill in the employee's basic personal details:

First Name:
Mary
Last Name:
Johnson
National ID Number:
12345678
For official records
Phone Number:
+254798765432
For emergency contact
Email Address:
mary.johnson@email.com
For system login (if applicable)
Date of Birth:
1990-05-15
Format: YYYY-MM-DD
Address:
789 Residential Avenue, Nairobi
Emergency Contact:
+254712345678
5

Employment Information

Configure the employee's work-related details:

Employee ID:
EMP-001
Auto-generated or custom
Job Title/Position:
Sales Cashier
Department:
Sales
Employment Type:
Full-time
Full-time, Part-time, Contract
Date of Joining:
2024-01-15
First day of work
Basic Salary (KES):
35000
Monthly basic pay
Commission Rate (%):
5
Sales commission percentage
System Role:
Cashier
Determines system permissions
6

Payroll Information (Optional)

Add banking and tax details for payroll processing:

Banking Details
Bank Name:
KCB Bank
Account Number:
9876543210
Branch:
Nairobi Branch
Tax Information
KRA PIN:
A001234567X
NSSF Number:
123456789
NHIF Number:
987654321
Security & Privacy: All personal and financial information is encrypted and only accessible to authorized managers. Employees can only view their own payroll information.
7

System Access (If Required)

If the employee needs system login access:

  1. Check "Create System Account" checkbox
  2. System will generate username based on employee name
  3. Temporary password will be provided
  4. Employee must change password on first login
  5. Permissions are based on assigned role
Note: Not all employees need system access. Only create accounts for employees who will use the POS system or access reports.
8

Save Employee Record

Complete the employee registration:

  1. Review all entered information for accuracy
  2. Ensure contact details are correct
  3. Verify employment and salary details
  4. Click "Save Employee"
  5. Employee record is created with unique ID
After Saving:
Immediate Actions:
  • Employee can start recording attendance
  • System login credentials (if created)
  • Add employee photo for identification
  • Set up work schedule and shifts
Ongoing Management:
  • Track daily attendance and hours
  • Monitor sales performance
  • Process monthly payroll
  • Generate performance reports

Congratulations!

You've completed the basic setup of Sales Shark!

What you've accomplished:
  • ✅ Added your first customer for sales tracking
  • ✅ Created products with proper pricing
  • ✅ Learned how to bulk import products
  • ✅ Registered suppliers for reordering
  • ✅ Set up employee records for HR management
Ready to Start Selling:
Start Making Sales
View Dashboard

Need help? Contact our support team at support@salesshark.com or call +254 796 374 224

Previous: Suppliers
Complete Setup
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