How to get Started Using Employee Tracker and How Does it Work?
Call Type: Frequently Asked Questions - Onboarding
Call Reported On: 02/02/19
Call With: Sales Agent
Products Discussed: Employee Tracker
New Install Frequently Asked Questions:
Sales Agent: I just set up my client with the Employee Tracker app and I was wondering how we should get it going.
CSI Works: The app automatically starts to track when it is downloaded on a device. The interface is web-only, so you can only see the UI if you log into the same account through the web. You will be able to access the ability to set up alert triggers from the online interface.
Sales Agent: How do we access the online interface?
CSI Works: You just log into the Clover website with the same login as your device. You should use the merchant account.
Sales Agent: I am seeing a screen that says “Select a Merchant” when I click on the employee tracker app on the web. My client has an old account and two current devices so we have three different merchant IDs.
CSI Works: Our app does not integrate all merchant IDs/multiple locations into one app. You only choose one.
Sales Agent: How do I set up the triggers for alerts?
CSI Works: First, you have to select at least one employee to track. Each employee costs $0.99 to track. You can set up triggers under “tracking rules”. Triggers include deletion of open orders and issuance of discounts.
Sales Agent: I am seeing an analytics tab.
CSI Works: You will see this tab start to automatically fill up with information after about a day. The information just includes employee analysis and quality of transactions.
Sales Agent: I am looking at tracking rules now.
CSI Works: The tracking rules is where the owner can decide what kind of employee actions trigger the system to save and store that data. We offer about five different options for tracking triggers. This includes deletion of open orders, deletion of items, discounts, refunds, and logins.
Sales Agent: Why would we need to track logins?
CSI Works: If an employee figures out an admin’s login then nobody would know and therefore they could get away without being tracked. But when you track logins, then you can see if there is any suspicious behavior. If you see suspicious logins, then you can look at security footage and see who was logging in at that time. If there are too many triggers you can always go into the settings and disable them at a later date.