How to setup employees?

To setup employees, go to Management and the Management Drop Down Menu. Click on Employees and a sub menu opens up. To add a new employee, click on the first item that says Add New Associates. Make sure to assign a proper job class for the employee. Enter the name, address and identification information for the new employee. Click the Save Change button to Add the employee, or the Reset button to clear the form. For employee id numbers that are less than 6 digits, left pad it with 0.

 How to inactivate an employee?

To inactivate an employee, go to Management and the Management Drop Down. Click on Employees and select the employee from the list that you want to make inactive. Check the box that says inactivate employee and save the change.

How to setup different access levels?

Job class defines the authority level for each employee. To set up the different access levels, go to Management and the System Drop Down Menu. Select Job Classes. If you want to update an existing job class, click the name and make the appropriate changes. If you want to create a new job class, click Add New Job Class and put checkmarks in the options that apply.

The following is the summary of each option for the job class screen.

• Allow Login from all stores –This is used for customers with a multi store operation with a central database.
• Allow Exiting system – Checkmark this box f this employee can exit the system to Windows desktop.
• Enable Opening cash drawer – Checkmark this box if this employee is allowed to open the cash drawer for no sale option.
• Allow Updating customer profile – Checkmark this box if this employee is allowed to update the customer profile.
• Allow Giving Discount to the customer – Checkmark this box if this employee is allowed to give discounts to customers.
• Allow updating customer account payment – Checkmark this box if this employee is allowed to update customer’s account payment.
• Enable updating Invoices – Checkmark this box if this employee is allowed to update invoices
• Enable voiding invoices. – Checkmark this box if this employee is allowed to void invoices
• Enable Refunding Invoices – Checkmark this box if this employee is allowed to refund invoices
• Allow associate to checkin customer with over Credit Limit – Checkmark this box if this employee is allowed to checkin a customer who is over their credit limit.
• Enable using back office functions – Checkmark this box if this employee is allowed to use back office functions.
• Enable modifying system options. – Checkmark this box if this employee is allowed to modify system options.
• Enable Creating reports in management. – Checkmark this box if this employee is allowed to create reports in Management.
• Enable modifying management. – Checkmark this box if this employee is allowed to modify Management.
• Enable creating end of day report – Checkmark this box if this employee is allowed to Create End of Day reports.
• Allow redoing today’s end of day report – Checkmark this box if this employee is allowed to redo the day’s End of Day report.
• Allow selecting dates at reports – Checkmark this box if this employee is allowed to select dates on reports.
• Allow viewing time sheet – Checkmark this box if this employee is allowed to view the Time Sheet.
• Allow editing time sheet – Checkmark this box if this employee is allowed to edit the Time Sheet.
• Allow approving time sheet – Checkmark this box if this employee is allowed to approve the Time Sheet.
• Enable reports by associates – Checkmark this box if this employee is allowed to create reports by associates.
• Hide cash at end of day report

How to keep track of employees’ hours?

To keep track of employees’ hours, go to Reports and select Time Sheet Report. Choose the dates that you want the report to reflect. Highlight the associate that you want the report to display and press the Retrieve button. The breakdown of the employee’s hours is displayed. The total number of hours is shown at the bottom, along with the number of hours in breaks, giving the net amount of hours worked by the employee. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 How to view employee time sheet?

To view an employee’s time sheet, go to Reports and select Time Sheet Report. Choose the dates that you want the report to reflect. Highlight the associate that you want the report to display and press the Retrieve button. The breakdown of the employee’s hours is displayed. The total number of hours is shown at the bottom, along with the number of hours in breaks, giving the net amount of hours worked by the employee. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 How to make adjustment to employee time sheet?

To make adjustments to an employee time sheet, go to Reports and select Time Sheet Report. Choose the date that you want to adjust. Highlight the associate that you want the report to display and press the Retrieve button. The report is displayed, and you can make adjustments by pressing the up and down arrow keys for the times and dates.