thread Re: How do I make sure my employees cannot run the register without being logged in? in Archived Discussions (Read Only)

How do I track employee sales?

chlp — Tue, 12 Nov 2019 22:45:05 GMT

[The title of this thread has been edited from the original: Can I have a user ID requirement per transaction?]

Hello.

I would like to require a user ID to be entered for each transaction so I can track who took the money for each transaction (multiple cashiers - one station).

It is like a copier code. You go to the copier but before you can make a copy you have to enter a 4 digit ID.

Can I do that with Teams?

Can I do that at all?

Thanks.

How do you track employee sales?

Jphilly89 — Mon, 15 Apr 2019 01:35:18 GMT

Hi!

Im having trouble tracking employee sales individually...

Is it possible to be set up to be able to click on an employee and just see that employees sales?

As of now its saying uncategorized so I have no clue what employee brought in the most money?

Re: How do you track employee sales

VanKalkerFarms — Fri, 08 Jan 2021 01:41:59 GMT

employee sales tracking is one of the great features of team management. check out the following links for more info,

https://squareup.com/us/en/point-of-sale/team-management

https://squareup.com/help/us/en/article/5579-subscribe-to-employee-management

https://squareup.com/help/us/en/article/5591-get-started-with-employee-management

Re: How do you track employee sales

pessosices — Fri, 08 Jan 2021 01:40:20 GMT

Hey @Jphilly89

As @VanKalkerFarms - You can track Employee sales by using Team Management and having each Employee Use a PIN code everytime they use the register (there is a setting to lock out the Register to require a PIN after every transaction, if multiple employees use the same register).

To view each employee's sales, you can go into Sales, Reports, and Employee Sales to see whichever time-frame broken down by Each Employee's Sales. You can see a nice little chart of all of your Employees for that Time Period and some of the data for each include: Number of Sales, Net Sales, Average Sale, and more!

Hope this helps,
Pesso

How do you track employees?

pret — Tue, 29 Jan 2019 19:22:35 GMT

This reply created from merging an existing thread: "How do you track employees?" The author has been notified via email.

I have employees at different events signing in on Square and all sales appear as coming from me?

I need to have the sales figures from each person and event

Is there a way to create individual users to track who posted what payments

xandakagaya — Mon, 15 Apr 2019 01:22:10 GMT

This reply was created from merging an existing thread: Is there a way to create individual users to track who posted what payments

I want to know if there is a way to create individual users that have to sign in to track which employee posted the payments?

Re: Is there a way to create individual users to track who posted what payments

Helen — Mon, 15 Apr 2019 01:21:39 GMT

@xandakagaya Yep! I've added you post to this thread where VanKalkerFarms and Pesso shared more information about using Employee Management to track sales.

Change cashier after sale is complete

Quattrok — Mon, 11 Nov 2019 21:00:53 GMT

Is there a way to change the cashier after the sale has been completed, so that it doesn’t mess up my reports?

Re: Change cashier after sale is complete

JustinC — Tue, 12 Nov 2019 20:51:34 GMT

@Quattrok - Yup!!

Found under in-app under Settings > Passcodes (make sure it's toggled on) > Require Passcode After Each Sale.

This feature essentially locks the POS screen after a sale is complete and prompts the next employee to enter their passcode, ensuring that all sales are tagged to the right person.

I've moved your post over to this thread to join other sellers whos using Team Management to track employee sales. Welcome to the Community!

Re: Can I have a user ID requirement per transaction?

isabelle — Tue, 12 Nov 2019 22:43:53 GMT

Hey @chlp!

Thanks for posting in the Seller Community.

Yes, with Team Management Plus you can track employee sales. They will type in a 4-digit code when taking a sale, so that payment will then be associated with their name. Then you can run reports based on employee, and when you're viewing transactions, you'll be able to see which employee took the sale.

Here is a bit more information on Team Management Plus and how to subscribe. Let me know if you have any other questions.

Transactions are no longer being separated by employee

MLHowe — Mon, 25 Nov 2019 18:36:51 GMT

I probably need to call Square directly but wondered if anyone knows why our transactions are no longer separated by employee and instead just have our company name on each transaction? It complicated our record keeping and I need to know how to go back to filtering by each employee...

Re: Transactions are no longer being separated by employee

ashc — Tue, 26 Nov 2019 16:58:01 GMT

Hi @MLHowe! Welcome to the Community.

I moved your post to an existing thread in the Community on how to track by employee sales.

You'll need to paid Team Management tier in order to track sales by employee. Check out @isabelle's post above for more details.

How do I assign a team members name to a sales transaction.

Studio10 — Sat, 11 Apr 2020 20:03:35 GMT

How do I assign a team member to a sales transaction.

Re: How do I assign a team members name to a sales transaction.

isabelle — Mon, 13 Apr 2020 16:21:53 GMT

Hey @Studio10!

Thanks for posting in the Seller Community.

While you wouldn't be able to assign transactions to specific team members after the transaction is completed, you can set it up so moving forward you'll be able to track team member sales.

Please take a look at my best answer in this thread for more insight. Let me know if you have any questions about this! ✨

How can I set up for each employees sales report ?

Kyokokudo — Wed, 15 Apr 2020 21:46:02 GMT

Employees report

Re: How can I set up for each employees sales report ?

Joe — Thu, 16 Apr 2020 13:46:31 GMT

Hi there, @Kyokokudo 👋 Thanks for taking the time to reach out to us here on the Seller Community. We are happy to have you!

I've merged your post into an existing thread of other Sellers who were also interesting in tracking sales by employee. Take a look at this thread and some of the helpful answers from Pesso and others - it should get you where you need to be, and also give you some helpful resources for getting started.

Feel free to hit me back if you have any clarifying questions!

How do I make sure my employees cannot run the register without being logged in?

denslionis — Mon, 25 May 2020 03:21:30 GMT

How do I make sure my employees cannot run the register without being logged in? I have created employee passcodes for all of them but they are still allowed by the system to run sales without logging in so I have a lot of sales that are marked as "unidentified". How do I fix this?

Re: How do I make sure my employees cannot run the register without being logged in?

nika — Tue, 26 May 2020 15:21:33 GMT

Hey @denslionis-

Are you using Team Management Plus like @Isabelle_ describes on this thread? If each employee has their own 4-digit code, you should see their individual sales tracked through your Dashboard. If they're using one shared pass code, you wouldn't be able to differentiate the sales.

Let me know!

Re: How do I make sure my employees cannot run the register without being logged in?

denslionis — Tue, 26 May 2020 19:58:36 GMT

Yes, I am! The issue is that employees are still able to ring up sales without being logged in, thus leaving me with a bunch of sales that has no employee name attached to it.

Re: How do I make sure my employees cannot run the register without being logged in?

nika — Fri, 29 May 2020 13:01:00 GMT

Thanks @denslionis! This helps!

@AshleyK gives some suggestions here that might pinpoint why your employees are still able to process transactions without them being logged in. Check those settings that she mentions and see if that helps!