When a staff member attempts a restricted action on the POS, such as voiding a check, the system will prompt for a manager's authorization before the task can be completed. This process provides an essential layer of security and control over sensitive transactions. A manager can provide the necessary approval using several methods, either directly at the employee's terminal or remotely from another.
This feature allows managers to:
- Approve a transaction directly at the employee's terminal by either entering their manager PIN or swiping their manager card when prompted.
- Authorize requests remotely from another logged-in terminal via an actionable pop-up notification, allowing you to approve or decline actions without walking across the restaurant.
The approval process begins after a staff member attempts to perform a restricted action on the POS. A manager will then be prompted to provide authorization.
To Perform a Manager Approval on the POS via Card Swipe:
1. Identify the Authorization Request and read the on-screen prompt after being called over to the employee's terminal where the prompt is displayed
- The "Manager Approval Needed" modal will appear, stating the action that requires approval. At the "Please swipe card" prompt, swipe your manager card on the terminal's card reader to grant authorization.
2. Swipe your employee or manager card
3. The requested action is now approved
To Perform a Manager Approval on the POS via Employee PIN:
1. Identify the Authorization Request and read the on-screen prompt after being called over to the employee's terminal where the prompt is displayed
- The "Manager Approval Needed" modal will appear, stating the action that requires approval
2. Enter your Employee PIN and tap Approve
3. The requested action is now approved
To Perform a Manager Approval on the POS via Remote Approval:
If you are logged into a different terminal from the employee requesting an override, you can approve their action remotely without leaving your screen.
1. Review the Approval Request when the banner displays the employee's name and the specific action requiring your approval (e.g., "requested approval to take a payment for check Guest 0053")
2. From this notification, you have three options:
- Deny: Immediately deny the request
- Approve: Immediately approve the request
- View Check: Tap this link to review the check in detail before making a decision. (If you view the check, the employee will have to request the action once more.)
Tapping Approve will remove the message and approve the action on the employee's terminal
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