Labor Management. TECH STORM North Dallas Parkway Suite 125 Addison, Texas 75001

Transcription

1 Labor Management TECH STORM North Dallas Parkway Suite 125 Addison, Texas 75001

2 Labor Management: Table of Contents Adding and Deleting Employees... 2 Add Employees... 2 Overview... 2 Overview... 4 Clock In Clock Out... 6 Clocking in and out via the tablet... 6 Clocking In... 6 Reports... 8 Time and Attendance... 8 Employee Productivity Exporting Results L a b o r M a n a g e m e n t T e c h S t o r m

3 Adding and Deleting Employees Add Employees Overview This section is used to create an employee profile and designate their role within the organization. It is similar to the Modify Employee Rights screen, which is used for ongoing management of employee records. Note: If you will be using clock in/out at the POS, to have the employee on the Time and Attendance Report, Page 3 data must be completed in the create (or modify) employee screen: Employee Payroll Record. Details Open browser to the management system. Then go to Management -> User -> Employee -> Create Employee To create an employee, at a minimum you must enter their Name, Type, User Name, Password, and Role. These are required fields. Enter the Employee Name; this is the way that the employee's name will be displayed in reports and hierarchy access. If you are issuing more than one User Id to an employee, it is advisable to designate something in the name to differentiate between the multiple ID's. The Date of Birth and Date of Joining must be selected by clicking on the calendar and navigating to the date and pressing the "ok" button in the pop up box Type refers to the type of employment, and this selection is made from the drop down options of Permanent or Temporary. Address 1 and 2, City, State and Country are for record keeping and payroll purposes. If you are operating entirely within one country, you can use the Country for Zip Code, in place of entering the country. 2 L a b o r M a n a g e m e n t T e c h S t o r m

4 Phone and Mobile numbers can be entered in any format. It is advisable to be consistent in how you enter them. The section is for the employee's address. The address entered here will be used by for alerts (if employee has been set up to receive these), or by the Systems Administrator or employee higher on the role hierarchy for correspondence. The User Name and Password will be what the user will use to login, and a temporary password will be used on the initial login. The user name must be unique to each user, and upon first login they will be prompted to change their password. Passwords need to be between 7-20 alpha-numeric characters. In the event that a user forgets their password, they can request a new temporary password from the system administrator. Status refers to the employee s employment status, which has the option of being either Active or Resigned. In the creation screen, it is automatically set to active. The Modify Employee Rights screen should be used when it needs to be changed if an employee is terminated. Each user must be assigned a Role. The options for roles are All, Accounting, Assistant Store Manager, Cashier, Client, Financial, HR Manager, Store Manager, Supervisor, Temp, Venue GM, Zone Manager, and Vendor. The Role selected should be based on the default rights that can be found in the Roles and Right section. Roles and Rights are based on the role hierarchy. 3 L a b o r M a n a g e m e n t T e c h S t o r m

5 Access to creating a new employee record at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, venue managers, zone managers, and store managers and human resource managers may modify employee settings at Venues or Store assigned to them, for employees below them in the hierarchy. MODIFY EMPLOYEES Overview Existing employee information, user names and passwords as well as roles can be modified by users with appropriate rights on users who have a hierarchy role below theirs. Details Open browser to the management system. Then go to Management -> User -> Employee -> Modify Employee To start to modify a user: Start by beginning a search for the employee that has to be modified by entering the employee Name (or any letter[s] in the name), the Status (whether the employee is active or resigned) the Type (temporary or permanent) and the Role if known. Then, press Find to see a list of employees displayed. Note: You can select Status or Type and the system will show you all employees listed under field. 4 L a b o r M a n a g e m e n t T e c h S t o r m

6 Next, select the employee to be modified, press Show, and it will take you to the modify employee details screen. Here you can modify the Name, Date of birth, Date of Joining, Type, Date of leaving, Status, Role, Address, Phone number and Address (If you have your server set up and the employee s address has been entered, there will be an sent to notify the user of his or her password expiration date). By hitting the Modify and Next button, the changes will be saved and you will be taken to the payroll settings. Hitting the modify button will Save your changes. Only System Administrators, Financial, HR Manager and Accounting users have access to the Employee Payroll Details screen. Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. 5 L a b o r M a n a g e m e n t T e c h S t o r m

7 Clock In Clock Out Clocking in and out via the tablet 1) Clock in when arriving for shift 2) Clock out when leaving for the day Note: One must clock in and clock out from the same tablet Clocking In Click the TechStorm cloud button in the upper left corner of the home screen. Click Clock In/Clock Out. 6 L a b o r M a n a g e m e n t T e c h S t o r m

8 Choose the appropriate radio button (Clock In or Clock Out). Enter the Employee Username and Employee password. Click Submit. Follow the same process at the end of the shift to log out. 7 L a b o r M a n a g e m e n t T e c h S t o r m

9 Reports Time and Attendance Overview This report provides you with a record of the number of hours where employees were clocked in. It can provide details for a date range, or by a daily basis. If you are integrating into a payroll record, this report can be used by managers to review the data on a periodic basis to audit the data that is being submitted for payroll processing. Page two of the "create" or "modify" Employee section under (Management>User>Create (or modify) User) must be completed for the employee to be included in this report. Handy Hint Run this report periodically with the "Only Forced entry" flag enabled to see if you have any potential issues of employees not using the clock in/out feature, or any potential abuses of supervisors modifying time stamps. Details To access this report, head to Reports -> Employee -> Time and attendance. Note: To filter by the Company Code, select the drop down, then select the proper code. Otherwise, the selection can be left on All. To filter by Venue, Store or Group, select by clicking the appropriate drop down. The Employee Name Filter allows the user to search individual employees that have been assigned to be tracked. User enters the date range using the pop up calendar for the From date and To date. The report can be consolidated by Venue or Employee by selecting the Consolidation By drop down. By selecting Only Forced Entries, the report will show all time that has been edited from the original clock in or out. 8 L a b o r M a n a g e m e n t T e c h S t o r m

10 To filter the report by date for the associated date range, select the Individual date wise report. Any combination of filters can be used to return desired results. Once your results are achieved, click the Generate button, and the report is displayed. You are also given the option to download a CSV file. When a report is generated, you can see the Venue, Store, Company Code, Employee Name, and the time in the hours: minutes format of when the employee clocked in and out. Venue: Area where the business is located. Store: Store name. Group: Status of selected item: All. Employee: You can pick one, or all employees. Override by Supervisor: Status of selected item by drop down From Date: The report you generate/download will display data beginning with From Date. To Date: The report you generate/download will display data beginning with To Date. You have a choice of summary or detail by day. To choose detail, check the box for Display Date Detail. Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, as well as zone managers and human resource managers may view Employee Time and Attendance report at Venues or Store assigned to them. 9 L a b o r M a n a g e m e n t T e c h S t o r m

11 Employee Productivity Overview This report provides you with details about how your labor costs impact your profit margin. The key metrics it provides are Margin minus Labor, and what percentage of your revenue is applied to cost of goods sold and labor. This report will only display data if your employees are clocking in and out, and if their compensation rates have been set in the employee payroll data screen. Use company codes to differentiate between sales and support costs. This report does not consider any inventory. This report will include all employees that are using the clock in/out feature on the tablet. The report tracks sales transactions completed for the employee logged into the tablet. The sales do not need to be made during that employee's clocked in period to apply to them. Handy Hint Run this report using various times of the day to see if your margin realized justifies your labor costs. Use your average units per sale to determine how an increase of an item per customer would impact your operation. Details To access productivity reports, head to Reports -> Employee -> Productivity. 10 L a b o r M a n a g e m e n t T e c h S t o r m

12 Report can be filtered by Venue, Store, and Zone by selecting the appropriate drop downs. By selecting the Employee box, the system will then show the drop down containing all employees that have the employee tracking feature enabled. Employees not setup for tracking will not be listed. Multiple employees can be selected by holding down the [ctrl] key (Windows Machines) or the [command] key (Macintosh Machines), then clicking on multiple employees. You can also search by Roles as well, which will pull all employees assigned to that role. Multiple roles can be selected by highlighting by holding down the [ctrl] key (Windows Machines) or the [command] key (Macintosh Machines), then clicking on multiple roles. User enters the date range using the pop up calendar for the From date and To date. The report can be consolidated by selecting the Consolidation drop down, and selecting enterprise, venue, store or zone. The user can use a combination of searches to filter inside a range. Venue - Venue Name Store - Store name Company Code - Company code that was designated to the employee HH:MM - The total hours that the employee is clocked-in during the designated period. Trans - The number of sales transactions by the employee Sales - Total sales sold by the employee (logged in) Units Sold - Total number of units sold by the employee (when they are logged into a POS (not clocked in, but logged in) Units Return - Total number of units returned by the employee Labor Cost Not Applicable Gross Margin - Not Applicable MML - Not Applicable CPL% Ratio - Not Applicable Exporting Results All information contained within the reports can be exported and used in third party applications such as running payroll through ADP. To export the information contained within a report, click the Download CSV button. 11 L a b o r M a n a g e m e n t T e c h S t o r m