ADP Tips

Customer Communication

If a customer reaches out and would like information about ADP Tips please send the following email including

jeremy.dyer@adp.com

andrew.boyadjian@adp.com

Dear Customer:

I received a message that you were interested in learning about the ADP tips program, here is some information for you.

There is a $10/month per location charge to use the Wisely tip card program with SuperSalon.

ADP does not charge for the program. Your Employee's tips will sync hourly and be pushed onto Visa debit cards. This rapid tip sync will help make sure your Employees receive their tips as quickly as possible during this holiday season and going forward. The stylists will be able to use these cards for purchases, withdraw cash, and transfer money to their bank account… At no fee! The stylists can check their balance, monitor transactions, save money, and transfer money through an app. ADP will send out the Visa cards to the stylists, and they will help you get started with the process. Lastly, you do not need to be an ADP Payroll user in order to take advantage of this program.

I've included Jeremy Dyer, and Andrew Boyadjian with ADP so that they can further assist you in getting setup!

Please let me know if you have any other questions.

Once the customer has signed up with ADP and is ready for their go live send them the following checklist:

Dear Customer,

Here are the steps that need to be completed on your end.

The most critical is Step 4, in which you enter the Payroll ID from the ADP SmartCompliance into the Employee Record in iOffice. Here is a screenshot of specifically where that data needs to be entered in the employee record:

1. Do you have access to the ADP SmartCompliance? (this would be granted by ADP)

2. Confirm you have the physical cards issued from ADP?

3. You should assign the cards to employees in the ADP SmartCompliance and get the assigned Payroll ID for each employee there as well

4. The Payroll ID from the ADP SmartCompliance should be entered into the employee record in iOffice: Manager->employees->select store->select employee->payroll

Note: The Employee ID listed under the General Employee info should match the Payroll ID listed under the Payroll tab (in attachment)

Once this is complete, we will be able to decide a go live date for you.

We look forward to working with you!

Go Live Set up in Admin

Note: This should be done either in the pm, after the store has closed or in the am before the store opens.

Please confirm with the customer if their store is being added to their existing ADP Group or if there was a new group created.

If this is the customer's first store they might not know their ADP Group Name, ADP will be able to let you know.

Open Admin and go to "Update Tip Settings"

Enter the "Account Name" and all stores of the account will show.

• If the Store does not show it might be not set to billable, go to the store page and set store to billable

Make sure that you know what ADP Group name to assign the new store to.

• If the customer already has stores setup it will be most likely the same group.

• If it is the customer's first store you might have to request the ADP Group name with ADP

Select the store you would like to set to go live, set "Settings Updated" to "Yes" assign the correct "ADP Group Name" set the "Go Live Date" "Enable ADP" and check "Selected"

Lastly click on "Update Tip Settings"

Billing

Send an email to accounting@rogerspos.com and cheryld@rogerspos.com to let them know the store has gone live and to add ADP Tips to their monthly billing.

Troubleshooting

Below are some of the most common errors and how to fix them:

No employee found in adp with the id "xyz"

The payroll ID must match the Employee ID in the iOffice setup.

The owner can verify that this matches going to iOffice-manager-employee and iOffice-manager-employee-payroll.

Once they verified everything is set up correctly there they will have to compare it with what they see reflected in ADP Smart Compliance and contact you for any discrepancies.

Missing employee payroll_id

The owner is required to set this up themselves before go live and can fix this by going to iOffice-manager-employee and iOffice-manager-employee-payroll.

This is an easy fix on our side and usually just an oversight at set up by the owner.

Tips exceed the limit for employee ""xyz"

The owner will have to push tips manually for the affected employee. In order to reset the user the go live date has to be reset for the next day (or any day after the owner has paid out the owed tips)

The tip limit is set to $500 per tip/employee by default.

Checklist for Go Live

• Have customer confirm that they completed their checklist, all these items below need to be completed by the Owner:

1. Do they have access to the ADP SmartCompliance? (this would be granted by ADP)

2. Do they have the physical cards issued from ADP?

3. Did they assign the cards to employees in the ADP SmartCompliance and get the assigned Payroll ID for each employee there as well

4. The Payroll ID from the ADP SmartCompliance should be entered into the employee record in iOffice: Manager->employees->select store->select employee->payroll

• Check that you know what ADP Group the account/store needs to be assigned to. If unclear reach out to ADP to request the name of the ADP Group.

• Confirm the go live date with the customer

ADP Tip Card Reporting

There are four sub reports available in the ADP section of Admin. In addition to the quick summary of each one, there are also screenshots that have been created to present how to use these reports, and give examples of their details. The four reports can be summarized as follows:

• Employee Tip Details (SR) – This report creates a row for each cc transaction a employee performs and gives details about each transaction.

• Employee Tip Totals (SR) – This report is based on the above report but is more concise and simply shows the Employee names and their tip totals sent to ADP.

• Ticket Modifications (SR) – This report creates a row for each change made to a cc transaction along with employee name and details about what kind of change it was to the cc tip , Void / tip swap etc.

• Employee Tip Modification Totals (SR) – This report is a more concise version of the above report and tally’s the sum of each Employee’s cc tip modifications, it may be a positive or negative value.

NOTE: Add the total values from the Employee Tip Modification Totals (SR) to the matching employee total tips values on the Employee Tips Details report to find what the employees cc tips totals should be AFTER CHANGES WERE MADE TO POST ADP PAYOUT TRANSACTIONS.

Illustrated Report Operations