Team Permissions - need to remove "Take Payment / Checkout" Permission from certain employees

We  would like to use the Clock-in Clock-out functionality to track employee hours.  However, if we give any employee a passcode to clock-in and clock-in their timecards, they can also use the same passcode to access the POS Check-Out.  The minimal base permissions granted all employees by Square is unacceptable.  These minimal base permissions allow all employees to view past customer transactions, and even issue refunds to customers.  We are only trying to automate the timecards, not give all employees access to the POS. 

 

The alternative is to use Square Team app to do the Clock-in and Clock-out.  But unfortunately Square allows employees to install Square Team app on their own devices and be able to Clock-in and Clock out from their own devices, without even having to be present on their worksite.  This is suppose to replace the old fashioned clock-in and clock-out where employees have to punch-in on a physical card?  How do you hold employees accountable if they can clock in and clock out without even being at work?

3,315 Views
Message 1 of 5
Report
4 REPLIES 4

Hi, you can review Team Management Settings and How-To create Custom Permissions on the Square Support pages below.

 

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

 

https://squareup.com/help/us/en/article/5822-employee-permissions

 

https://squareup.com/help/us/en/article/6170-delegated-employee-management

 

 

Hope This Helps!
TERRI
3,271 Views
Message 2 of 5
Report

I've read all the documentations, instructions, but it doesn't change anything for us.  It comes down to the fact that even with Square Team Plus - the paid version of Square Team, there is no way to not give an employee access to Checkout if we give this employee a passcode to clock in and clock out.  It is simply not possible to give an employee only the permission to clock in and clock out, period.

3,269 Views
Message 3 of 5
Report

HI, you can review Clock In/Clock Out with this Square Support page.

 

https://squareup.com/help/us/en/article/5643-timecard-management-with-square

 

Screen Shot 2022-05-17 at 7.32.25 AM.png

 

Hope This Helps!
TERRI
3,266 Views
Message 4 of 5
Report
Square Champion

@mfj You can control the app clocking in and out under staff --->  shifts ----> settings ---->

Screenshot 2022-05-17 074849.png

 

The minimal permission set does not let staff do anything but ring in a transaction and take a payment.  They cannot back out of a sale (if you set it up on the point of sale), look at transactions, apply restricted discounts, see detailed sales reports, etc.

 

Screenshot 2022-05-17 074959.png

 

I think you can do what you want without too much trouble, sometimes the permissions can be confusing because they are so customizable.  It is a double edged sword at times, but I hope this helps.

Donnie
Multi-Unit Manager | Founder, Table & Ledger
tableandledger.com

Square AI Champion | Using Square since July, 2017

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." - Z.Z.

"AI doesn't replace your judgment. It gives your judgment better information to work with."
3,265 Views
Message 5 of 5
Report