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Workforce & your team

What it's for​

Workforce is where you manage your people — who they are, what they can do in DashDinner, their shifts, attendance, leave, and tasks. It all lives in one hub, organised into tabs.

Where to find it​

Choose Workforce in the left sidebar. It opens the hub with tabs across the top: Overview, Team, Attendance, Leave, Schedule, Tasks, and more.

This guide covers the Team tab — adding and managing staff. The other tabs have their own guides: Shifts, Attendance, Leave, and Tasks.

WebThe Team tab: your people, their roles, and account state.
The Team tab: your people, their roles, and account state.

Add a team member​

  1. On the Team tab, choose Add team member.
  2. Fill in the form, which is grouped into four sections:

① Identity & sign-in

  • Full name.
  • a Sign-in ID — a username the staff member signs in with (this is not an email address).
  • Work email (optional) — only used for HR letters and payslips.
  • Phone (optional).
  • Quick PIN — a 4–6 digit PIN so they can sign in fast at a shared terminal (see Log in & set up).

② Role & system access

  • Pick a role from the grid — Manager, Cashier, Server, Kitchen, Barista, Delivery, and more. The role sets what the person can do, shown as a read-only capability list.
  • When editing, an Account state toggle switches between Active (full access) and Paused (keeps their history but blocks access).

③ Shift & segment — a default working segment (Morning, Afternoon, Evening, Night, or Custom).

④ Onboarding documents — optionally queue documents to collect (ID proof, contract, and so on).

  1. Save with Create team member (or Save changes when editing). If you queued documents, the button reads Create & queue documents.
note

Fine-grained permissions beyond the role live on a separate Roles & Permissions screen. This form sets the person's role, sign-in, and account state.

Pausing someone​

To stop access without losing their records, edit the member and set the account state to Paused — they show as Inactive in the list, and their history stays intact.

Worked example​

Onboard a new server. Choose Add team member, enter Priya Sharma, let a Sign-in ID generate, set a 4-digit Quick PIN, pick the Server role, set the segment to Evening, and choose Create team member. Priya can now sign in with her PIN and take orders.

Tips & things to watch​

  • ✅ Give a PIN to floor staff — it's the fast, personal way to sign in at a shared terminal.
  • ✅ Match the role to the job — the role decides what each person can see and do.
  • ⚠️ Pause, don't delete, when someone leaves — pausing keeps their attendance and order history for your records.