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Time Summary Report and Widget

30
Sep

The time summary report is a feature of our retail POS that shows you which of your employees has been working during specified time periods and for how long.

Time Tracking and Reporting 

Clocking In and Out Setup

In order to configure your POS to keep track of your employees working hours, you must first set up Time Tracking Entities. Go to Employees > Time Tracking Entities > New. Type “1” under the Number section and “Clock in” in the Name section. Click the checkbox next to Paid Time.

You must create at least two entries in this area, ideally one for clocking in and one for clocking out. The Paid Time box must be checked for the clock in function and it must be unchecked for the clock out function.

Editing Time Tracking Entries From the Dashboard (Time Tracking Widget

Time tracking entries may be located and adjusted for the current day by using the time tracking widget. The listed entries are for the current day and may be selected for further adjustment. You may use the Gear Icon to view start and end times or specify to view only one.

Time Summary Report

The Time Summary Report can be found under the Evaluations tab if you can not locate it there you may need to edit your menu entries.

You may Filter the overview by Organizational UnitCashier and Date. It can be Sorted by employee number, first name or last name. You also have the ability to Group by Day and show Only Cashiers with Working Time simply by ticking the corresponding check-box If the Group by Day box is checked an additional option to Ignore Zero Days will appear.

You may select one of the cashier Names for this additional menu options, Edit Cashier, Time Tracking Entries, Account Transactions, Balance Statements, Cashier Report, Discount Report, Payment Method Report, Receipts.

Finally, you may export this report into a PDF or Excel simply by selecting one from the top of the page.

Adding Time Tracking to the Terminal

Next, go to Settings > Button Configurations and select the button configuration you wish and then click Edit.

Then click Button LayoutNext, click New > Empty Button Layout > Create.

Give this new layout a Number, a Name and select 1×12 next to Size, then click an empty space on the light blue button layout on the right. Click Add Function > Time Tracking > Save.

Go back to Settings > Button Configurations and again click your layout then EditNext, click LoginUsing the drop-down menu on the right-hand side of the window select the button layout you just created. Then click Save. After hitting Retrieve Master Data on your POS and restarting, your employees should be able to clock in and out. They will have to touch the button on the right-hand side of the screen, type in their assigned employee number and then Clock In

Note* The employee number is different than the one they use to log into the POS. They can be the same number but this isn’t necessary. In the below example, John would use the number 1 to clock in and out as well as to log into the POS. Jane, on the other hand, would use 2000 to clock in and out with but 2 to log into the POS. This can be edited under Employees > Cashiers.  A more detailed explanation can be found here.