When Clerk IDs are enabled, staff members are prompted to enter a specific numeric code (Clerk ID) before finalizing a transaction. This code is then validated for accuracy against the database during gift card and/or rewards transaction processing. An error message is returned if the clerk ID is entered incorrectly. Clerk IDs can be any character length of digits such as the employee's Server ID in the POS system or last 4 digits of their social security number or mobile phone number. When enabled, Clerk IDs are published on all relevant stored value reports including the Reconciliation Report and Fraud Monitoring Reports so management can trace specific transactions back to specific employees at a glance. If you’re concerned about employee theft or fraud then enabling Clerk IDs is a recommended step as it adds a layer of internal control and security around your stored value program.
Clerk IDs can be assigned to either an existing or new user in your Users table under SETTINGS. However, if your business has multiple locations or has a large number of employees, we recommend setting up the vast majority of Clerk IDs using the speedy Clerk IDs (POS Clerks) page for efficiency since most of your staff will never require a back office user account.
Please perform the following steps to setup clerk IDs for your Stored Value program.
Log into your account with Administrator security clearance since only Administrators can access account settings. In the main navigation click the Userlink under SETTINGS menu. Click the EDIT icon in the Action column to open each user’s profile and scroll down to the Clerk/Manager ID field and enter a numeric number that will uniquely identify this user (employee). If using an integrated POS system, enter the exact server/clerk ID from POS so the digits match in both systems. Repeat this step for each employee with Administrator or Manager security clearance in your Users table.
When logged in with Administrator security clearance click the Clerk IDs (POS Clerks) link directly underneath Users in SETTINGS menu. Click the green Add New Clerk button and enter your employee’s name, define Clerk ID and choose a location where the employee works (if applicable) before saving changes. If using an integrated POS system, enter the exact server/clerk ID from POS so the digits match in both systems. Then repeat until all clerks authorized to process gift card and/or rewards transactions have been setup in the system with a unique Clerk ID.
After steps 1 and 2 are complete, click the Locations page under SETTINGS and select the EDIT icon next to the location you wish to enable Clerk ID prompting and validation. In the Location Edit screen, check the box "Require Clerk ID from Terminal" and save changes. If this box is unchecked, then Clerk IDs will not be enforced at the specific merchant location regardless of whether Clerk IDs are entered in the above steps.
If your business uses VeriFone VX series terminal(s) loaded with our gift/loyalty application you may need to manually enable the Clerk ID screen if Clerk ID functionality was not requested during the initial installation. You’ll know right away whether the Clerk ID prompt is enabled because it’s the first screen that displays when you try to process any gift card or rewards transaction at the terminal. From the gift card/loyalty main menu, select the down arrow and then select Setup Menu. Select Terminal and enter Manager Password of 92266831 and press Enter. Select the Next button until you see ENABLE CLERK ID screen. Select the Edit button and enter 1 (assuming 0 is displayed, which means Clerk IDs are disabled) and press Enter to save changes. Exit back to main menu. A new Clerk ID screen will prompt when attempting to process any transaction and prevent users from advancing until they enter their Clerk ID. Once a transaction is submitted for processing, the Clerk ID is validated and an error will return if no valid ID can be located.
When Clerk IDs are enabled, staff members are prompted to enter a specific numeric code (Clerk ID) before finalizing a transaction. This code is then validated for accuracy against the database during gift card and/or rewards transaction processing. An error message is returned if the clerk ID is entered incorrectly. Clerk IDs can be any character length of digits such as the employee's Server ID in the POS system or last 4 digits of their social security number or mobile phone number. When enabled, Clerk IDs are published on all relevant stored value reports including the Reconciliation Report and Fraud Monitoring Reports so management can trace specific transactions back to specific employees at a glance. If you’re concerned about employee theft or fraud then enabling Clerk IDs is a recommended step as it adds a layer of internal control and security around your stored value program.
Clerk IDs can be assigned to either an existing or new user in your Users table under SETTINGS. However, if your business has multiple locations or has a large number of employees, we recommend setting up the vast majority of Clerk IDs using the speedy Clerk IDs (POS Clerks) page for efficiency since most of your staff will never require a back office user account.
Please perform the following steps to setup clerk IDs for your Stored Value program.
Log into your account with Administrator security clearance since only Administrators can access account settings. In the main navigation click the Userlink under SETTINGS menu. Click the EDIT icon in the Action column to open each user’s profile and scroll down to the Clerk/Manager ID field and enter a numeric number that will uniquely identify this user (employee). If using an integrated POS system, enter the exact server/clerk ID from POS so the digits match in both systems. Repeat this step for each employee with Administrator or Manager security clearance in your Users table.
When logged in with Administrator security clearance click the Clerk IDs (POS Clerks) link directly underneath Users in SETTINGS menu. Click the green Add New Clerk button and enter your employee’s name, define Clerk ID and choose a location where the employee works (if applicable) before saving changes. If using an integrated POS system, enter the exact server/clerk ID from POS so the digits match in both systems. Then repeat until all clerks authorized to process gift card and/or rewards transactions have been setup in the system with a unique Clerk ID.
After steps 1 and 2 are complete, click the Locations page under SETTINGS and select the EDIT icon next to the location you wish to enable Clerk ID prompting and validation. In the Location Edit screen, check the box "Require Clerk ID from Terminal" and save changes. If this box is unchecked, then Clerk IDs will not be enforced at the specific merchant location regardless of whether Clerk IDs are entered in the above steps.
If your business uses VeriFone VX series terminal(s) loaded with our gift/loyalty application you may need to manually enable the Clerk ID screen if Clerk ID functionality was not requested during the initial installation. You’ll know right away whether the Clerk ID prompt is enabled because it’s the first screen that displays when you try to process any gift card or rewards transaction at the terminal. From the gift card/loyalty main menu, select the down arrow and then select Setup Menu. Select Terminal and enter Manager Password of 92266831 and press Enter. Select the Next button until you see ENABLE CLERK ID screen. Select the Edit button and enter 1 (assuming 0 is displayed, which means Clerk IDs are disabled) and press Enter to save changes. Exit back to main menu. A new Clerk ID screen will prompt when attempting to process any transaction and prevent users from advancing until they enter their Clerk ID. Once a transaction is submitted for processing, the Clerk ID is validated and an error will return if no valid ID can be located.
Please review our Fraud Monitoring Help File for comprehensive security and monitoring controls designed to prevent, detect and report potentially fraudulent transactions within a timely manner. (Coming Soon)
