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Sales Associates

​ Action: EMPLOYEE

This form maintains the list of all Sales Associates (current & terminated), which are also known as employees. Sales Associate is abbreviated as SA throughout this help manual and in many areas of the ProfitSystem software.

You can delete a sales associate. However, the sales for that SA will no longer appear on the SA sales reports. It is a good practice to just mark the SA as inactive/terminated by entereing a TERMINATED DATE on the SA form for the specific SA and keep them on file for 1 to 2 years after they leave.

There exists an system required Sales Associate called DEFAULT. This SA is required by the system and should NOT be modified or deleted. It does not appear in reports and most SA lookups. By default, SAs with a terminated date do not appear in the SA grid. ​

List tab

SA's may be searched by ID or Last name.

ShowTerminated? (checkbox)... unchecked the system will display SA's with a BLANK termination date field. Checked it will include terminated SA's within the grid.

Detail tab

Fields

ID...ID is a code used to identify this SA. This is the code they will use to log into ProfitSystem, this code will print on sales receipts to identify the sales person, etc. We recommend you use initials for this code. This code is also used to track which transactions were performed by which user. Once you save the information for an employee, this code cannot be changed. ​ Password...This is the password for this employee to log into ProfitSystem, if security is activated. Hint Employees may change their individual password any time from the main menu of ProfitSystem. Simple select File-> Change Password.

First Name...SA's first name.

MI...SA's middle initial.

Last name...SA's last name.

Phone...SA's home phone.

SSN...The employees social security number.

Payroll ID...A reference to the Sales Associates ID that could be in a payroll computer system. This will be printed on the timecard.

Perform fittings & alterations (checkbox)... Checked it indicates this associate provides custom fitting services and will be an available tailor in the optional Fitting Alteration module.

Date terminated...If filled in, the SA will not show up in SA pick lists but is available for reporting. If the 'Date terminated' field on the Sales Associates form is filled in, then those SA are filtered on the List tab of the Sales Associates form. Checking this box will display those SA's. Terminated SA's are automatically filtered from the SA lookup form, used throughout the system.

Date Created...Date employee was added to the system.

Standard rate...The employees standard pay rate. Not currently used by ProfitSystem, for reference only. Overtime rate...The employees overtime pay rate. Not currently used by ProfitSystem, for reference only.

Commission %...The employees commission %. Used by the Sales by SA report.

Department...The department this employee is assigned too. The available departments must be pre-entered in the Department maintenance form. This is used by some reports, as Time Cards & Sales by Sales Associate to limit it's data to employees that are members of the selected department.

Round time (checkbox?)...If checked ProfitSystem will round this employees time based on the setting in Main->Housekeeping->General Setup->System/Store Setup->Options Tab. ​ Fingerprint...Allows the user to register their fingerprints for use with a fingerprint scanner. Only applicable if you have the fingerprint reader integration. If fingerprints are registered, the user will have to clock in using fingerprints, they will not be able to use their SA ID and password.

Clear fingerprint...Allows the user to clear the saved fingerprint information.

Security Groups...This is the list of security groups that this employee should be a member of. To add a new security group, click the Add Item button. A blank entry will appear at the end of the Security Groups list. Click on the blank entry and select the correct security group. To remove a user from a Security Group, select the Security Group in the list and click Delete Item. You can add more than one security group to an employee. The allowed actions that employee can perform will be cumulative for all groups they are a part of. By default each Sales Associate is automatically a member of the Everyone group. This group does not have to be selected in this grid.

The following fields only appear if you have the Appointment Integration. ​ Skills...One or more skills from the SA Skills form. These skills control which appointment types the SA can perform.

Skill ranking...How this employee ranks among all the employees with this skill (1-999, 1 being the best) used exclusively by the optional appointment management module. There can only be one employee for each ranking. When showing SAs who can perform an appointment from the Appointment Detail tab, ProfitSystem will display the SAs sorted by this ranking.

Pager ID...The seven digit cap code for the pager the SA is currently carrying. Only applicable if you have an in-house paging system. This number can usually be found on the back of the pager. Contact BBL for compatible paging systems.

Work schedule button...Displays the Work Schedule form the current employee when the optional Appointment module is installed.

Schedule exceptions button...Displays the Schedule Exceptions form for the current employeewhen the optional Appointment module is installed.

Enroll fingerprint button...Allows the user to register their fingerprints for use with a fingerprint scanner. Only applicable if you have the fingerprint reader integration.

Notes button...Allows for an unlimited amount of general information to be stored concerning this SA for reference.

Delete...Delete the displayed SA record.

Add... Adds a new record for a SA

Done... Closes the form and returns to the previous form.