Features and Improvements - ECM Release 2021-04-20 (172.2)

  

Issue No. 
Summary
Operation 

Shift4 - Credit Cards 


OE-15774

Online Ordering - Add Shift4 option for hosted credit card processor

Shift4 has been added as an available hosted credit card processor for online ordering. 

  • Select Shift4 from the list of processors.
  • Auth Token: Enter the Auth Token (provided by Shift4). (Field is enabled if Access Token is not populated.) 
  • Click Request Access Token. The Auth Token is transmitted to Shift4 to request an access token. 
    • Note: Request Access Token is enabled only when Access Token is not populated. Once populated, the button becomes disabled. 
  • Access Token: Populated by Shift4 after validating the Auth Token submitted. 
    • Field is read-only; masked, showing only the last 4 characters. 
  • Revoke Access Token: Button is enabled when Access Token has a value. Click to clear the masked value in the Access Token field. 
    • Button is disabled when Access Token is not populated. 

Tip Distribution - ECM portions of feature

For complete information, see: Tip Distribution

Optional feature - Account feature toggle required

An account feature toggle must be enabled for your account to use this feature: Payroll Tip Distribution

Please contact your NorthStar representative to have this feature enabled for your account.

OE-15718

Tip Distribution - Select types of tips to be included in tip distribution 

Path: Users > Tip Distribution 

Select the types of tips to be included in tip distribution. Charged tips and Gratuities are automatically selected by default. 

  • Calculate distribution by:
    • Select to calculate distribution by pay period or by day. 
      • Pay period - Tips are divided based on the number of hours worked for the period. 
      • Day - Tips are divided based on the number of hours worked each day. 

OE-15524

Tip Distribution - Jobs tab 

Select the jobs that will be included in tip distribution. To distribute tips by specified jobs:

  • Select the Distribute tips by job setting
  • Enable the jobs to be included
  • Select how to calculate the percentages to be distributed by job, evenly or custom.
    • If Custom, enter the percentage to be distributed to each job. Tip distribution percentage must total 100%.
  • Click Save to save changes. 


OE-15531

Tip Distribution - Admin can re-open a pay period 

An Admin user can click to reopen the pay period as needed for time record adjustments. When Reopen is clicked, the value in the Pay Period Closed column is set to the previous closed pay period end date. 

The Reopen Pay Period column only appears for a user with admin rights; otherwise, this column doesn't appear on the grid. 

OE-15510


OE-15530

Tip Distribution - Create Tip Distribution report 

Tip Distribution - Add "Close Period" Report

The Tip Distribution report is similar to the Payroll Summary report with additional calculations for Declared Tips and Calculated Tips. 

  • Report can be run for a single site and a single Pay Period End Date. 
  • Refresh Report will reprocess underlying report data prior to display. 
  • If a selected pay period has been reopened by an admin (see Tip Distribution), the manager can close the pay period by clicking Close Pay Period.
  • Employee records are in alphabetical order by employee name. An employee can have multiple records if they have multiple employee numbers and multiple jobs worked in the selected pay period.

    • Expanded view: Default view shows records in expanded format. 

    • Collapsed view: Each layer (name, emp number, job) of each record can be collapsed to show summaries of each record by clicking the right-facing caret icon. 

  • Columns can be filtered to show a subset of records. 

  • Report can be exported in the following formats: Excel, PDF, CSV. 

Other


OE-15837

Payment Devices: Add new Payment Device Type option for Aries8

Path: Edit a site > Peripherals > Payment Devices (tab) 

Added Aries8 PAX Terminal to list of available payment device types. 

OE-15637

World View: Devices: Add "Payment Device SN" column to Device Information grid to Display the eDynamo payment device serial number

Path: World View > Devices 

Added "Payment Device SN" column to display the serial number of eDynamo payment devices. 


ECM documentation: Enterprise Content Management (ECM) (New features may be in progress.)