thread Re: Employee Sales Report: My employee shows as 'Untracked Employee' - how do I corret this? in Archived Discussions (Read Only)

Employee Sales Report: My employee shows as 'Untracked Employee' - how do I corret this?

sjj020951 — Thu, 13 Jun 2019 23:14:42 GMT

On my employee sales report. One emplyee's sales comes through as an "untracked employee". How do I correct this.

Re: Untracked employee

Sean — Thu, 18 Jul 2019 00:25:39 GMT

With a little troubleshooting, we can sort this out. Let's get started with these steps:

1. Update to the latest version of the Square app. This is required if you want payments tracked to your employees. This is also required if an employee has access to more than one location enabled.

2. From your online Square Dashboard confirm that you have created separate team profile for each employee taking payments on your behalf, and make sure each team member is assigned a role.

3. Visit the Team List and confirm that each employee has mobile point of sale access. In many cases this will be something like Mobile Cashier permission group.

4. Review each of your employees and enable the locations you want them to have access to. There must be at least one location toggled on in order for the employee to log in.

5. Ask your employees to sign out and back in. By doing this, it guarantees sales are tracked to the employee.

If there are still issues after going through the above steps, just comment on this thread. We'll go from there! 👍

Re: Untracked employee

nitwits — Sat, 03 Dec 2016 22:36:39 GMT

One of my employees appears in the timecard as clock in but the sale is still assigned to untracked employee

Re: Untracked employee

Sean — Tue, 06 Dec 2016 18:51:12 GMT

@nitwits - While it might be a little tough to troubleshoot specifics over the community, we can give is a try. Are you currently using a device code to log in to your iPad? Is it shared by multiple employees? If so, clocking in doesn't necessarily attribute all sales to an employee. They would have to use there pin to sign in to the Square app before the sale in order for them to receive credit.

Re: Untracked employee

bzmtpt — Sat, 18 Feb 2017 21:32:37 GMT

Hello - I am seeing the same issue. The posted answer does not seem to be as helpful as I thought - while I see the Mobile Access toggle to show the second set of permissions, I am not seeing a Mobile Cashier permission checkbox. In addition, I have a Physical Location created but do not see a setting under Locations or Employees where the Employee is able to be assigned to the location.

Can you be more specific in describing the settings required here, preferrably with a screenshot or exact wording so we can figure this out? Thank you.

Re: Untracked employee

Spenser — Mon, 20 Feb 2017 18:59:06 GMT

Hi @bzmtpt, as Sean mentioned this might be a little tough to troubleshoot in the Community without looking at your account. Feel free to give us a call when you can so we can take a closer look with you. Let us know what you find and thank you!

Re: Untracked employee

Robbie1299 — Fri, 18 Aug 2017 22:37:23 GMT

All of my employees' accounts seem to be working fine. But when I (the owner) take a payment, and then go in to look at transactions, my name does not show up. It just says "untracked employee." I don't see any way to change that.

Re: Untracked employee

Russell — Mon, 21 Aug 2017 22:08:58 GMT

Hey there @Robbie1299 -

I looked into this, and it seems that sales transacted under the owner are treated as not attributed to a particular member of your staff, but the business itself.

This can be changed to reflect your name by our Support Team. Head to our contact page. Sign in, click Other, and click "I don't see my issue" so you can send us an email or call us. 👍

Re: Untracked employee

Lperdue421 — Fri, 13 Oct 2017 23:36:12 GMT

Awsome. Thanks!

Re: Untracked employee

CaterMe — Tue, 08 May 2018 22:58:31 GMT

Sean, if all of my employees are using the same iPad, is it possible to track their sales seperately still?

Re: Untracked employee

Tom — Tue, 08 May 2018 23:59:16 GMT

Hey @CaterMe, Tom stepping in for Sean today. Yep—you can process all of the sales using the same iPad and track employee performance separately. Here's how: Track Sales by Employee.

Hope this helps get you in the right direction!

Transaction has no staff name associated with it

cam-phluid — Thu, 24 May 2018 13:19:26 GMT

I'm seeing a couple transactions every week that have no staff member associated with it. Any idea how that's possible? It's a dipped card transaction, so it's happening in the store, but I don't know why there isn't an associate attached to it.

Re: Transaction has no staff name associated with it

Helen — Thu, 24 May 2018 22:42:56 GMT

This reply was created from merging an existing thread: Transaction has no staff name associated with it

Hi @cam-phluid. Check out the Best Answer in this thread, there are a few things you need to check in order to fix this!

Or the other possibility is that theses sales were rung up by you. As Russell mentioned above sales made by the owner are not assigned to an associate. Our CS team can help you update your name if you can give us a call!

How do you track employee sales under reports?

Mminor — Mon, 17 Jun 2019 21:27:29 GMT

This reply was created from merging an existing thread: How do you track employee sales under reports?

I am trying to pull up the sales report for my employee but it is only showing the report for every employee combined.

Re: How do you track employee sales under reports?

Helen — Sat, 13 Jul 2019 00:17:49 GMT

Hi there @Mminor. From the Employee Sales Report are you seeing 'Untracked Employee' instead of your employee's name? If so, I think the troubleshooting in this thread will help: My employee shows as 'Untracked Employee' - how do I correct this?

If you're still experiencing this issue after you've run through the troubleshooting steps can you reply here? We'll investigate this further!

Does anyone have untracked employees making up 1/4 of their years sales?

Dohbagels — Sun, 01 Dec 2019 03:22:16 GMT

Re: Does anyone have untracked employees making up 1/4 of their years sales?

JustinC — Sun, 01 Dec 2019 22:44:32 GMT

Hey @Dohbagels - Check out @Sean's best answer at the top of the thread to troubleshoot your untracked employee sales.

I hope this helps!

Re: Does anyone have untracked employees making up 1/4 of their years sales?

Dohbagels — Sun, 01 Dec 2019 23:06:33 GMT

It’s only two of us who work here. I’ve gone through every daily statement sent by square not one mentions untracked employee. I don’t know if this is part of what’s going on but in my settings we have “DO NOT COLLECT CUSTOMER INFO”but for some they are being saved under “

Re: Does anyone have untracked employees making up 1/4 of their years sales?

Dohbagels — Sun, 01 Dec 2019 23:11:12 GMT

The owner has taken every payment this year. So shouldn’t it be all untracked employees

Re: Does anyone have untracked employees making up 1/4 of their years sales?

JustinC — Tue, 03 Dec 2019 14:19:20 GMT

@Dohbagels

Hmm, the screenshot you sent of your Customer Directory shouldn't be related to the untracked employee issue you're seeing. Have you ensured that your account is subscribed to Team Plus which has the employee sales tracking feature?