Employee records can be updated, exported, archived, or deleted in Retail POS.

If you have an eCom (C-Series) store connected to Retail POS, you'll also need to modify your employee's data in your eCom back office. If you've integrated with a third-party, you'll need to contact them directly to learn what data they have and how to modify it.

It is your responsibility to comply with privacy laws and the handling of personal data.

Modifying employee data

1. Navigate to Settings > Employee Setup.

   

2. Click the name of the employee. If needed, use the search fields > Search.

   

3. On the Details tab, modify your employee's personal data in the applicable fields as needed.
4. Click Save Changes.

Exporting employee data

1. Navigate to Settings > Employee Setup.
2. If needed, use the search fields > Search to refine your results.

3. Click Export.

   

A .csv file of the employee data will download to your computer. It is your responsibility to comply with privacy laws and the handling of personal data.

Archiving an employee

Archiving an employee is a reversible action.

1. Navigate to Settings > Employee Setup.
2. Click the name of the employee. If needed, use the search fields > Search.

3. Click Archive (or Archive & Disable Login).

   

4. Click OK.

The archived employee will no longer be able to log in, clock in, unlock the register, or complete sales.

Viewing archived employees

1. Navigate to Settings > Employee Setup.

2. Check the Show Archived box.

   

3. Click Search.

Archived employees will now be visible in your employee list, highlighted in gray.

Unarchiving an employee

1. Navigate to Settings > Employee Setup.
2. Check the Show Archived box > Search.
3. Click the name of the archived employee.

4. Click Un-Archive.

   

5. Click OK.

The employee's account will now be visible again in your employee list. The employee will be able to log in, clock in, unlock registers, and complete sales.

Deleting employee data

Admins with the following can delete employee data to comply with privacy requests and security requirements:

• Settings - Basic
• Settings - Employee Setup
• Settings - Employee Account Deletion

Before deleting an employee's data:

• Confirm the identity of your employee before completing their privacy requests.
• Identify any potential reason why, as a Retail account owner, you might need to keep some of the data the employee is requesting to delete (e.g. for tax, regulatory or payment processing/chargeback reasons).

Deleting an employee is an irreversible action.

To delete an employee's data:

1. Follow the steps above to archive an employee.

2. Click Delete Account.

   

3. A warning will appear noting that deleting an employee profile will remove all links where the employee is attached, remove their profile page, and keep all activity linked to the employee with an anonymized identifier. Once you've read and understood the warning, check the confirmation box > Delete this account. Deleting an employee cannot be undone.

   

4. Click Return to employee setup.

   

The employee account is deleted from your employee list and anonymized in your Lightspeed Retail account.

What's next?