Clerks/Staff Members

 

Back Office >Clerks > Clerk Records

 

Description

 

This menu item is used to create/maintain/view Clerk/Staff records. The Clerks/Staff viewed can by filtered by Clerk Number, Name and/or Clerk/Staff Group. The list of Clerks/Staff returned can also be sorted by clicking the column headings.

 


Clerk Records

 

 

This screen is accessed from here.

 

Search Filters

 

  • The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:


 

Grid

 

The grid displays the: #, Name, Contact #, Card Number, Clerk Group, Security Group, Back Office, POS and Password Set indicator. Note : To edit an entry in the grid, double click a row. Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

  • New - Select to add a Clerk/Staff Member.
  • Full Edit - Select to edit the selected Clerk/Staff Member.
  • Delete - Select to delete the selected Clerk/Staff Member. It is not recommended to delete Clerks/Staff Members that have sales history.  Making them inactive would be the preferred option.
  • Close - Select to exit.

 


Clerk Full Edit

 

 

This screen is used for entering/maintaining Clerk/Staff Member related details and for assigning the Clerk/Staff Group and Security Group. The Clerk/Staff Group and Security Group are mandatory and must be assigned in order to save the Clerk/Staff Member details.

 

Header

 

  • # - Displays/Enter the Clerk/Staff Member Number.
  • Name - Enter name of the Clerk/Staff Member.
  • Access - Select either or both of the following to ensure the selected Clerk/Staff Member has access to:
    • Back Office - Select to ensure access to Back Office.
    • POS - Select to ensure access to Self Service and Touch.

 

Note :  When terminating a Clerk/Staff Member, ensure the above Access checkboxes are NOT selected.

 

Details

 

  • RFID/Card# - Enter the RFID/Card Number assigned to the Clerk/Staff Member. Used with SwiftPOS Touch terminals. Note : The entry of alphanumeric RFID/Card #s are allowed.
  • PIN - Select the Update text to open the Update Password prompt (as seen below) to change the current password.

 

Enter the Clerk/Staff Member's password (in the form of a Pin number) to login to SwiftPOS Touch terminals. Note : If no password is specified, then a default of 0 is assumed. This provides flexibility in that you can choose not to assign passwords for Clerks/Staff at the SwiftPOS Touch terminals and still be able to log into SwiftPOS with any Clerk/Staff Member that has not been assigned a password by entering 0 at the prompt. Please note that the Clerk/Staff Member must have SQL login privileges to be able to login to SwiftPOS in the first place. For more information on SQL login privileges ...

 

  • Contact # - Displays/Enter the Clerk/Staff Member's contact number.
  • Email - Displays/Enter the Clerk/Staff Member's email address. Generally used to send emails to the Clerks/Staff as part of Batch Reports email runs.
  • Clerk Group - Select from the drop down list the Clerk/Staff Group to which the Clerk/Staff Member is to be assigned.
  • Security Group - Select from the drop down list the Security Groups to which the Clerk/Staff Member is to be assigned.
  • Windows User - Displays/Enter the Domain\Username combination of the Clerk/Staff Member. For example : SWIFTPOS\AUser. This will ensure that when SwiftPOS Back Office is invoked, the Clerk/Staff Member currently logged into Windows will also be automatically logged into Back Office. Thus, avoid having to Login. Note : Another user can still login to SwifPOS Back Office by selecting the Log Off button.

 

Language

 

  • Language - Select from the drop down list the default language for the selected Clerk/Staff Member. Note : This setting will only take affect when the Support Multiple Languages setting has been selected and the No Clerk Log in required setting has also been unselected.

 

Notes

 

  • Notes - Enter any Clerk/Staff Member specific notes here. For example: Available working days, special work arrangements, scheduled leave, employment status etc.

 

Financial Details

 

  • Pay Rate ($) - Displays/Enter the hourly pay rate for the selected Clerk/Staff Member.
  • Authorisation Limit ($) - The default is -1.00 which indicates no limit is set. If required enter a value in either or both of the following:

    • Purchase Request - Displays/Enter the purchasing limit in dollars the Clerk/Staff Member is allowed to request without requiring authorisation. Once the limit is reached, an email is generated and sent to the Authorisation Email Group.
    • Purchase Order - Displays/Enter the purchasing limit in dollars the Clerk/Staff Member is allowed to order without requiring authorisation. Once the limit is reached, an email is generated and sent to the Authorisation Email Group. Note : See also Supplier PO Authorisation Limit and Manual POs Only option.

 

Roles


  • Default - Select from the drop down list the Default Role.
  • Allowed - Select to open the Clerk Roles Selection screen to select/deselect the Role(s) the Clerk/Staff Member is allowed to perform.

 

Footer

 

  • New - Select to add a Clerk/Staff Member.
  • Save - Select to save changes.
  • Undo - Select to undo changes made.
  • Enrol Finger Prints - Select to add finger print details against the Clerk/Staff Member for use with SwiftPOS Touch terminal. For more information ...
  • Close - Select to exit.

 


Clerk Roles Selection

 

 


Enrol Finger Prints

 

Pre-Requisites

 

  1. The Digital Persona Software must be installed in order to make use of this feature.

 

Operation

 

  1. To enrol a fingerprint, click the finger on the selected hand you wish to enrol.


  1. Repeat until you have 4 successful scans.


  1. Select the next finger you wish to enrol and repeat the scan process or select OK when finished.

 


Related Topics

 

  1. Clerks/Staff
  2. POS Configuration Index - Clerks/Staff Configuration
  3. POS Operation Index - Clerks/Staff Features
  4. Security