Employee Management Basics in Essentials Solution

May 8, 2024

Description

Watch a video on managing employees, assigning user roles, resetting the Back Office password, and editing a timeclock entry

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Managing employees is one of the most important partsof running your business.
In this video, you'll learn how to add and remove an employee, set up and edit employee user roles,
reset an employee's Back Office password, edit the time clock in Back Office for adjustments,
and view employee time clock activity.
To begin, go to pointofsale.bofamerchantservices.com.
Then, log in to Bank of America
Essentials Solution Back Office.
To add an employee, select the "Employees" Tab.
Next, click on "Add Employee" on the top right,
next to the green button.
Enter the employee's information, including employee name,
employee ID, short name, an email address, a phone number
and their user role.
For multi-store employees,
click the "Assigned Stores" button, and select the stores
where the employee will be working.
Then enter a unique PIN for the employee.
Select "Save Changes" And the employee will be added
as a user.
To begin removing an employee, select the "Employees" Tab.
Search for the employee you wish to remove
by using the "Search" tab.
When you have located the employee to remove,
double click their name to open their account.
Select "Remove Employee" Then click "OK"
to confirm the removal of the employee.
With user roles, you customize the features
employees can access.
To set up employee user roles, select the "Employees" Tab.
Then click on the "User Roles" sub-tab.
Scroll through the user roles on the left hand side
and check the boxes for the features each user role
has access to.
Once you've assigned the proper user roles, click "Save."
To reset an employee's Back Office password,
select the "Employees" Tab.
Scroll through your employee list and select the profile
to reset that employee's password.
In the "Employee Detail" window, scroll down
and click on the "Reset Password" button.
You'll get a confirmation that a password reset email
has been sent to the employee with a temporary password
included for them.
Before employees can make any adjustments
to the clock in/out feature,
make sure they are enabled to do so on the "User Roles" page
as described in the previous section.
To edit the time clock with adjustments,
select the "Employees" tab.
Next, select the "Time Clock" sub-tab.
Now select your preferred filtering option.
The default is set at "All Punches"
But you can also select to view "Unpaired Punches."
Next, select the date range.
If an employee forgets to clock in, clock out or both,
you can do it for them.
Also, if someone clocked in or out more than once,
or forgot to clock in or out, an "Unpaired Punch"
Is created, and the word "Missing"
will alert you to the situation.
If you have an "Unpaired Punch"
during your current business day,
you'll see the word "Open."
If you want to edit the time clock activity
or delete a shift, click on the row
you want to edit or delete.
In the popup window, you can edit the fields
and save changes, or you can just delete the shift.
To view time clock activity, select the "Results" Tab.
Next, select the "Reports" sub-tab.
On the left menu bar, under "Operations"
Select "Time Clock."
Then select a date range.
To run the report, select the refresh button
to the far right.
You can create a report for all employees,
which is the default, or you can select a single employee
from the list.
Next, choose either to view "All Punches",
offering a more detailed view, or "Hide Punches",
Which provides a summary view.
To export the report, select the desired file format,
then "Export" To the right of the dropdown,
or click "Print" For your report.
For more information, visit bankofamerica.com/MerchantHelp.