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Entering Staff Members as Diners in the POS System/Portal App

Kevin U
  • Updated

Adding a Single Staff Member

Staff members need to have a diner profile entered in the POS system/Portal app. To do so for a single staff member, complete the following steps:

  1. In Touch Admin, select People Management > People. The Dinger Management screen appears.
  2. Click the Add Staff button. The New Diner screen appears.
  3. Enter of select the following:
    • Last Name and First Name
    • Diner Category - select the staff diner category, or the appropriate sub-category if it exists.
    • Badge or RFID Tag # - if a diner has a scannable badge number or RFID tag, enter it here. Once a badge number is entered for the diner profile, it can then be scanned by a supported barcode scanner. 
    • Portal PIN Code and Portal - Require PIN reset on next login - see Setting Up PINs for the MealSuite Portal App for information on these settings. 
    • Diner Image (optional) - upload a diner image if needed. 
  4. Click the Create Diner button to apply your changes. The screen refreshes with the Client ID field for you to enter the internal ID for the staff member (if one exists). In addition the following sections appear onscreen:
    • Meal Plans - allows you to manage meal plans for the diner.
    • Point of Sale Charge Accounts - allows you to manage diner charge accounts for the diner. When a diner charge account is set up by your MealSuite customer success manager, it is usually set up to be automatically assigned to diners. If the diner charge account was not set up to be automatically assigned to diners, then you can manually assign it to diners (see Manually Assigning Charge Account to Diner).
    • Order History - view details of each purchase record for the diner.
    • Bill to Room Transactions - view details of transaction billed to room.

Importing .csv File of Staff Members

About Importing .csv File of Staff Members

You can import staff members via a .csv file. To aid with this import process, a .csv template with sample data is available at the bottom of this article that you can download and populate with staff member details. 

It is important to note that the import of this file does not change existing staff members. Please ensure you review your staff import details and do not include any existing staff, as this will cause a duplicate staff member in the system.

Entering Staff Member Details in the .csv Template

The .csv template consists of the following columns to enter staff member details.

  • First Name
  • Last Name
  • Employee Number
  • Diner Category
  • Badge Number
  • Portal Pin
  • Force Portal PIN Reset on First Login (TRUE or FALSE)

Importing the Populated .csv File

After the .csv file is populated with the staff details, complete the following steps to import the .csv file: 

  1. In Touch Admin, select People Management > People. The Diner Management screen appears.
  2. Click the Import Staff button and follow the onscreen steps to import the file. 
  3. After the import process is complete, the imported staff members appear onscreen.