Monthly Archives: May 2016

Allowing Employees to Edit Hours

Part 1: Setting up access to edit hours Part 2: Editing Hours as an employee   Part 1: Setting up employee access to edit hours: On the Management Screen go to Users > Settings and choose the employee.   Scroll down to User Access Levels and click on “Custom Roles: Advanced.”   Under “Secretary” check off “Edit Hours.” Then at the top make a “Role Name” and click Save.   Be sure to check off the new role in addition to the employee’s other roles. Then click “Save.” ————————————————————————————————– Part 2: For an employee to edit their hours At the Read more

Viewing User Payroll Changes

The Payroll Changes report allows you to view changes made to employee’s hours. Tip: To access the Payroll Changes Report you must have Secretary or Regional Manager access and above.  Under User Access Levels in Custom Roles in the Secretary section you may also find a check box for Payroll Changes. On the Management Screen choose Users > Payroll Changes   Choose the desired date range at the top to view Payroll Changes.  On the right side click “Open User Report” to make changes to the log.   In User Report you may make any necessary changes.      

Copying Location Preferences

To copy Location Preferences from one Location to another: Tip: Only information under the Location Preferences tab will be copied. On the Management Screen choose Locations > Settings.   Under the Location Preferences tab fill out the Location Preferences for the first store. Then click “Save.”     Now click “Edit Location” next to the new location you would like to transfer the preferences into.   Under the Location Preferences tab, choose the name of the first location from the drop down menu in the “Copy preferences from another location” area. Then click “Copy.”   Double check that the preferences Read more

Add Minutes to First Clock In/Last Clock Out of the Day

Setting up how to pay your store Opener and Closer for the extra time they spend opening and closing the location.  From the Management Screen open Location Settings. Then click “Edit Location.”   Choose the Location Preferences tab, then scroll down to the “Users” section.   Check off either or both of the boxes and enter the amount of extra minutes to pay the first and last employee of the day.

Inventory History

Snapshots of your Inventory will be taken automatically.  You may choose if you would like them Daily or Weekly. On the Management Screen go to Inventory and click “History.”   In the upper right corner click “Settings.” Pick your Time Zone. Then choose if you would like the history to be logged daily or weekly.   Choose the date of the report you would like to see and click “Open.”   Each log may be printed or exported to Excel.  

Setting Up and Using Quotes

Setting Up Quotes: On the Management Screen go to Customers and click “Quotes.” In the upper right corner click on the “Quote Settings” button. Options: Quote Expiration Date- fill in how many days the customer has before the quote expires. Users can change quote expiration date- this gives the ability for an employee to extend the expiration date of the quote. Lock quote to the original user- this will give the credit or commission of the sale to the employee who first gave the quote. Quote Disclaimer- make sure your customer has a clear understanding of your store policies on Read more