You can add an employee yourself or invite them to your company with a request to enter all necessary information themselves and create a login and password. You can enable employees to access locations, cashboxes, and warehouses via user roles and in the employee dialog window.

Beforehand you need to add a new employee to your Subscription Plan on the Settings > Subscription page.

Remember: Orderry automatically changes your Subscription Plan and recalculates the new subscription duration. The system will require you to pay for the new plan if you have insufficient days of the current subscription remaining. You can also renew your current subscription plan and then add an employee.

Creating a New Employee

Step 1. Navigate to the Settings > Employees page and hit the + Employee button.

Step 2. Enter the employee's full name.

Step 3. Enter the Email. Please note, that field Email is unique for all users in Orderry and two employees cannot have the same email address. Employees need to confirm their email.

Note: Fill out this field correctly if you want your employee notifications to work properly.

Step 4. Come up with a login and a password for the new employee account.

Remember: the Login field value is a unique user identifier in Orderry. You cannot have two employees with the same login.

Step 5. Specify the employee's role and position.

The Role is a list of the employee's access rights.

The Position is an optional field. Information from this field will be displayed in the employee's Work Schedule. If you leave this field empty, the information will be duplicated from the Role field.

Step 6. Enter the phone number of your new employee.

Note: Fill out this field correctly if you want your employee notifications to work properly. You can also configure Telegram notifications for your employees to send notifications via the Telegram bot.

Step 7. Fill out the Employee name in Printed documents field if necessary.

Fill out this field, so your Orderry Print Templates use the alternative employee name in the {Order Created By}, {Order Specialist Name}, {Order Manager Name}, {Order Closed By} variables.

Step 8. Fill out the Note field if necessary.

The Note field allows you to enter any additional employee information.

Step 9. Check the Automatically log out user once a day checkbox if necessary.

Use this feature to enhance security in your company. After breaking the user session, the employee will be forced to enter their login and password to sign in to the account. Also, this function will be useful in conjunction with the IP Whitelist for tracking the time employees arrive at work, which you can see in the Activity Log report.

Step 10. Check the Access to Orderry Boss application checkbox if you want the employee to be able to install and use the mobile app for managers and executives.

Step 11. Specify in which locations the employee will work. The employee will then be able to schedule work at that location.

Step 12. Configure access to locations, cashboxes, and warehouses.

Go to the Access tab and check which locations, cashboxes, and warehouses will be available to the employee.

For better user experience, there is a filter to display: All objects, Cashboxes only, or Warehouses only.

By default, each employee will be given the access that you specified on the General tab in the checkbox/warehouse dialog box.

Please note that non-standard allowed actions in cashboxes or warehouses can only be set in the Business subscription plan.

The advanced configuration of employees' access rights to cashboxes and warehouses is also available in the Business plan. That is, you can allow employees to perform all operations specified in the General tab or set up individual access rights for each employee.

Note: An employee will be able to perform only those actions that are allowed in the settings of their role! E.g., there is no right “Can see the balance of money in cashboxes” in the employee's role, and in the personal settings you give access “View the cashbox balance”. In this case, the employee's role has a higher priority and the employee will not be able to see the balance in all cashboxes.

Step 13. Click Save.

That's it. You now have a new employee you can find in the employee list! 😉

Now you can configure employee payroll.

Note that a copy is automatically created for each employee as a client. This is necessary so that you can process sales, work orders, returns, postings and payments on the employee as a client of your company.

Inviting an Employee to Orderry

If you want employees to specify the necessary information themselves and come up with a login and password, you can send them an invitation. To do this, follow these steps.

Step 1. Click the Invite an employee button on the Settings > Employees page.

Step 2. Specify the email to which the invitation will be sent in the Email field.

Step 3. Specify a user role for an employee. The User role is a set of employee’s rights and permissions.

Step 4. Check the Automatically log out user once a day checkbox if necessary.

Step 5. Configure the cashbox and location access and click Send an invitation.

Invited employees who have not created an account in Orderry yet are displayed at the top of the table marked as Invitation sent.

The invited employees will receive an email where they only need to click Create an account.

Then, the employee has to fill out the fields: Password, First Name, Last Name, Phone, and click Join.

Thus, the employees themselves create their dialog window which you can edit later.

Important: if for some reason, your employee cannot receive the email, you can send the invite link in any chat. To do this, double-click on the name of the invited employee and copy the link. If a mistake was made in the email, correct it and click Resend an invitation.

Editing and Removing Employees

General Tab

Here you can edit any fields in the employee profile. Change the password, the employee's role, payroll rules, and so on.

Access Tab

On this tab, you can edit the access rights to locations, cashboxes and warehouses.

Balance Tab

The current balance of an employee is displayed here. It consists of all work orders, sales, postings and payments where the employee is specified as a client.

If the employee owes your company, the amount of his/her balance is displayed in green with the label "Employee owes us".

If the employee does not owe you anything and your company has also fulfilled all obligations to the employee, the balance amount will be 0 (zero) with the label "You are settled".

If your company owes the employee, the amount of their balance is displayed in red with the notation "We owe the employee".

Click the + Adjustment button to make a balance adjustment on the employee.

The table below displays all transactions (payments and adjustments) that affected the employee's final balance. To download transactions as an Excel file, click the Export button.

Assets Tab

This tab displays assets that are currently in the warehouse of this employee.

Removing an Employee

Each of the tabs has a button to remove an employee from your Orderry account. Remove employees from the dialog window, then remove them from the Subscription Plan.

Note: you cannot remove employees with active tasks, leads, and work orders assigned to them. Reassign those tasks to some other employee before removing them. It is also necessary to move assets that are in the employee's warehouse to another asset warehouse or to another employee.

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