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Import Employees from Genius Restaurant POS

Import workers from Genius Restaurant POS into SocialSchedules

Written by Kevin

Save time by importing your workers. Optionally, as part of the import process, you can choose whether to send workers an invitation to activate their account and connect with your Company.

  1. Administrator or Manager with Network access

  2. Genius POS Restaurant API Key (only if Genius Restaurant POS is not yet integrated with SocialSchedules)

Import Workers/Employees from Genius

  1. In SocialSchedules >

  2. Network > Bulk Action (...) Import Workers > 'Genius POS Restaurant' Click to select.

  3. If POS Not Integrated

    1. Enter an API Key which you can obtain from your Genius Restaurant POS representative > Next

  4. If POS Is Integrated

    1. view location connection details > Next

Import Worker Listing

  1. Workers retrieved from your Genius POS Restaurant account.

    1. Where a Phone Number or Employee ID is associated to a worker in Genius POS Restaurant, these details are also retrieved.

  2. Send Invites to New Employees ?

    1. OFF by default.

    2. Toggle ON to choose:

      1. Phone Number and Email Address - Sent as SMS to the phone number listed

      2. Phone Number Only - Sent as SMS to the phone number listed

      3. Email Address Only - Sent as Email invitation to the email address listed

  3. Append Country Code To Phone Numbers

    1. This option will append the appropriate Country Code to the phone number during the import process. Ensure this is correctly selected

  4. Click IMPORT

  5. Import Complete notification: verify workers added/workers skipped

Troubleshooting Genius Worker Import

Import Complete - Message and Error Log

Once the import is completed, you are notified. Any issues encountered during the import process are summarised and details held in an error log.

Error Log
Click on 'SHOW LOG' to reveal contents and the option to copy this to your clipboard for further investigation.

Max Bulk Import = 200 Workers

The max employees in a single import is 200. Where this number is exceeded, the 'Import' button is inactive. You will need to de-select employees to reduce the number down to 200. At this point, the 'Import' button is enabled and you will be able to proceed.

Related Genius Integration Articles

  1. Integrating with Genius Restaurant POS here

  2. Control Worker login to Genius Restaurant POS here

  3. Genius POS Payroll Timecard Export here

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