Overview
The Office System has the ability to Track as well as Report on Employee Hours worked throughout the Club. In this manual, we will review various aspects of the Office Timekeeping System including Clocking In, Clocking Out, and End of Shift Processes. Use Case(s) A new Employee will be Clocking In for the first time. Please Note: Job Codes must be assigned to any Employee who will be clocking in/out at the POS. It is the responsibility of Club Administrators/Managers to assign these Job Codes appropriately to their Employees. For more information on Job Codes, please review our Job Codes Manual. |
Content
Clocking In
To Clock In:
- Click on the POS Icon.
- A Clubessential logo will display (moving around the screen), click anywhere on the screen to access the user login prompt. Enter your Employee Swipe ID (this is assigned within the Employee’s Profile). Please review our Manage Employees Manual for more information.
- An additional screen will display prompting the user to select the applicable Job Code.
Please Note: If the user only has only one Job Code assigned to their Employee Profile, the system will display: You have successfully logged in.
Clocking Out
Clocking Out and Ending a Shift are different features in the Office system.
An employee must Clock In at the beginning of their shift. Any breaks, lunches, etc., are to be recorded by Clocking Out (NOT ending the shift). To complete the shift worked, the employee must Clock Out AND End the Shift, after all tickets have been closed. Ending a Shift is covered in the last section of this document.
Please Note: An employee’s timesheet will reflect all instances of when an employee clocked in and out during their shift.
Clocking Out for Breaks
Employees have the ability to clock-out for breaks without ending their shift. However, before an employee can clock out the Tickets screen must be blank, reflecting that the employee has no open tickets.
Employees have 2 options when clocking out for break.
1) Select Clock Out on the main POS screen.
a. The system will prompt, Would you like to end your shift? Select No.
2) Select Options on the main POS screen.
a. Select Clock Out and hit Done.
End of Shift Processes
Notes:
The above options will clock the user out but NOT end their shift - meaning, the employee can clock back in and continue working on the same shift.
- When clocking back in after a break, it is important to remember to clock-in under the SAME Job Code that started the Shift.
- For example, if I began my shift under the Food & Beverage Management Job Code and I clocked out for lunch, when I clock back in I need to select the Food & Beverage Job Code again for timekeeping to report properly.
Save and Close Reminder!
When finished editing any of the tabs, it is imperative to do a final Save and Close on the Member’s Profile to ensure all changes saved on the tabs, are saved to the overall Profile.
Most Commonly Used Actions - Employee Mgmt
Create Employee for an Existing Position
If a New Employee will perform the same/similar functions as an already existing employee, best practice (and quickest/easiest way to set up employee) is to copy the existing employee’s setup.
To copy an existing employee,
1) Click on Employees to load the Manage Employees Grid. (Or, if accessing from another Employee area, click Manage Employees from the Employee options).
2) Double-click on the Employee to copy from, to load their Employee Profile.
3) Once loaded, select the Save and New icon.
4) Select the relevant fields to copy, and then click OK.
Applicable Fields include:
Groups
Security
Areas
Departments
- Job Codes
The Employee Setup screen will launch.
5) Next, verify that all copied information was transferred successfully on the (5) tabs highlighted below. Return to the System tab when completed.
6) Complete set up, by entering relevant information on the additional tabs highlighted below, as outlined in the Employee Profile - Tab Overview section of this document.
Reminder: Required fields are highlighted with a white exclamation mark inside a red/orange circle.
7) When finished, click Save and Close on the Employee Profile to establish new employee in the system.
Create Employee for a New Position
If an employee is hired for a completely new position, best practice is to first create a new Employee Group for the position. (Please see the Employee Groups Manual for more information on setup.)
Once the new Employee Group is created, please follow the below instructions to create a new employee.
1) Click on Employees to load the Manage Employees Grid. (Or, if accessing from another Employee area, click Manage Employees from the Employee options).
2) Then, perform either of the following to launch the Employee setup screen.
a) Click the New icon on the toolbar.
b) Or, right-click anywhere on the Manage Employees Grid and select New.
The Employee Profile (setup screen) will launch, and will open on the System tab.
3) Complete all necessary information on the System tab. (For more information on how to complete this tab, refer to the System section of this document.)
Reminder: Required fields are highlighted with a white exclamation mark inside a red/orange circle.
4) Next, complete set up, by entering relevant information on the additional tabs highlighted below, as outlined in the Employee Profile - Tab Overview section of this document.
It is recommended that these tabs be entered in sequential order.
Note 1: On the Groups tab, remember to select the newly created Employee Group. This will populate all Security, Area, and Departmental rights.
Note 2: On the Security - > Area, and Departments tabs, verify that all rights were successfully transferred from the Employee Group. Rights inherited from an Employee Group, will be highlighted in blue.
5) When finished, click Save and Close on the Employee Profile to establish new employee in the system.
Troubleshooting Area and Departmental Rights
In previous versions of the Office software, it was difficult to troubleshoot the necessary rights needed to see specific records of a particular module. For instance, if an employee was unable to see a certain GL account, in previous versions, the user would first have to find an employee with rights to the GL account, determine what department(s) the GL account was linked to, and then proceed to find an Administrator who could add the necessary departmental rights.
In versions 5.9 and above, an enhancement has been added to help simplify this process. Specifically, employees can now select the Active button on a specific module’s Grid to pull up All Records. Any instance of the module an employee does not have rights too, will have a grayed-out italicized font.
Troubleshooting G/L Account Access (Department Related Permissions)
Within General Ledger, Accounts, click the Active button to view all records.
Double-click on grayed-out record to determine permission levels needed to access. Click OK to proceed.
Troubleshooting Item Access (Area Related Permissions)
Within Items, Manage Items, click the Active button to view all records.
Double-click on grayed-out record to determine permission levels needed to access. Click OK to proceed.
As noted above, the Employee can double-click any record, to receive a prompt telling them what rights they will need to see that specific record.
Terminating an Employee
When an Employee is no longer employed by the Club, ensure the Employee’s status is updated, and ensure the Employee can no longer access the system.
1) Launch the Employee’s Profile by clicking on Employees, and double-clicking on the Employee.
2) Navigate to the Personal tab, then:
a) Set Employment Status to Terminated.
b) Set Release Date to the date of termination.
3) When finished, click Save and Close to save the settings to the Employee Profile.
4) Next, navigate to Employees, Manage Employees grid. Right-click on the employee, and then click Delete. This is a best practice to keep the Employee Grid clean and up to date with current employment. (Note: Deleted records can still be viewed by clicking the Active button above the grid).
5) Confirm deletion by clicking Yes.
6) Click OK to acknowledge deletion success, and then click Close to return to grid.
Reporting Implications
Many of the canned Item Sales Reports will have a flag to Include Deleted Employees within the report (this flag is checked by default). Verify this parameter is checked to prevent skewed reporting.
Rehiring a Former Employee
In cases where a terminated employee returns to the club, the employee’s deleted profile can be reactivated, or undeleted.
To reactivate an employee:
1) Navigate to the Manage Employees Grid.
2) Select the Active button to pull up All Records.
3) Deleted records will be highlighted in red. Right-click on the deleted record, and then choose Undelete.
4) Confirm undeletion by clicking Yes.
5) Click OK to acknowledge undeletion success, and then click Close to return to grid.
6) Double-click on the newly Activated employee to launch the Employee’s Profile.
7) Next, navigate to the Personal tab, and:
a) Set Employee Status to New Hire, Re-hire, or other appropriate status.
b) Highlight the Release Date and select delete on your keyboard to ensure Release Date is blank.
8) Make any other changes to the Employee Profile as required (new address, new employee group, etc). When finished, click Save and Close to save the settings to the Employee Profile.
Best Practices
Assign security by Employee Groups rather than at the individual Employee level.
Enter Rate and Expense Payroll Ledger at the Job Code level rather than the Individual level.
When setting up a new employee for an existing Club position, copy an existing employee (with the same role) to expedite setup.
If a new position is created at the Club, first create a new Employee Group, and then use the group to assign security to the new employee.
Adjust Terminated Employee status, and delete them from the Manage Employees grid. Also, ensure Account is Locked Out is checked for all terminated employees to ensure they can no longer access the system.
FAQs
Q. What is the best way to create a new employee who will be replacing an existing employee?
A. If the new employee is performing the same, or similar job functions to an existing employee, the easiest way to create the employee is to open the existing employee, save as new.
Q. How do I see deleted Employees in the Employee Grid?
A. Click the Active button above the grid to view all records. Deleted records will have red highlight around them.
Downloadable Guide