Employee Sales Report: My employee shows as 'Untracked Employee' - how do I corret this?

[sjj020951]

On my employee sales report.  One emplyee's sales comes through as an "untracked employee".  How do I correct this.

[Robbie1299]

All of my employees' accounts seem to be working fine. But when I (the owner) take a payment, and then go in to look at transactions, my name does not show up. It just says "untracked employee." I don't see any way to change that.

[Russell]

Hey there @Robbie1299 - 

I looked into this, and it seems that sales transacted under the owner are treated as not attributed to a particular member of your staff, but the business itself. 

This can be changed to reflect your name by our Support Team. Head to our contact page. Sign in, click Other, and click "I don't see my issue" so you can send us an email or call us. 👍

[cam-phluid]

I'm seeing a couple transactions every week that have no staff member associated with it. Any idea how that's possible? It's a dipped card transaction, so it's happening in the store, but I don't know why there isn't an associate attached to it.

[Helen]

This reply was created from merging an existing thread: Transaction has no staff name associated with it

Hi @cam-phluid. Check out the Best Answer in this thread, there are a few things you need to check in order to fix this! 

Or the other possibility is that theses sales were rung up by you. As Russell mentioned above sales made by the owner are not assigned to an associate. Our CS team can help you update your name if you can give us a call!

[Mminor]

This reply was created from merging an existing thread: How do you track employee sales under reports?

I am trying to pull up the sales report for my employee but it is only showing the report for every employee combined.

[Helen]

Hi there @Mminor. From the Employee Sales Report are you seeing 'Untracked Employee' instead of your employee's name? If so, I think the troubleshooting in this thread will help: My employee shows as 'Untracked Employee' - how do I correct this? 

If you're still experiencing this issue after you've run through the troubleshooting steps can you reply here? We'll investigate this further! 

[Dohbagels]

[JustinC]

Hey @Dohbagels - Check out @Sean's best answer at the top of the thread to troubleshoot your untracked employee sales. 

I hope this helps!

[Dohbagels]

It’s only two of us who work here. I’ve gone through every daily statement sent by square not one mentions untracked employee. I don’t know if this is part of what’s going on but in my settings we have “DO NOT COLLECT  CUSTOMER INFO”but for some they are being saved under “

[Dohbagels]

The owner has taken every payment this year. So shouldn’t it be all untracked employees

[JustinC]

@Dohbagels

Hmm, the screenshot you sent of your Customer Directory shouldn't be related to the untracked employee issue you're seeing. Have you ensured that your account is subscribed to Team Plus which has the employee sales tracking feature? 

[grriii]

What if you have one employee that is a receptionist and is responsible for taking payments for all other employees. In this scenario, how does the receptionist ensure that credit for the sale/tip goes to the correct employee?

[Kassi_]

Welcome to the Community, @grriii - 

When it comes to adding Employees to a payment, it would depend on who is signed into the account with their email address or code. 

That would be the only way to add the Employee to it. 

Please let me know if you have any other questions. 

[grriii]

I'm not following you exactly.

[Kassi_]

@grriii

Do you have permissions set up for your Employees?  Or is your receptionist the only employee set up? 

[grriii]

We have all of our employees in the team management app.  However, the receptionist is the only one with actual access to the Square system. The others have profiles but have no reason to be in the Square app.

[Kassi_]

@grriii

Ah okay. So what you're asking for would be a feature request for our Product Team. 

Normally, team members would have permissions to take payments & that's how they would be added to the transactions. Since your receptionist is the only one with access, it will show her name on all of them. 

Being able to just add an employee isn't available. I would be happy to send this feedback over to our Product Team. 

[MoreBandB]

Why can't we, as owners, simply "reassign" a sale to the appropriate employee?

I have ONE employee; I should be able to track each sale and assign them accordingly.

Square staff, the workflow in this entire thread does not make sense.