Branch

Introduction and Overview

Branch tip Card set up is similar to ADP Tip Set up.

It will always be Branch initiating the set up and letting us know the go live date.

They are usually reaching out to us via email:

Use Case Examples

Example: We got a new deal! Can you please generate roster, timekeeping, and tips files? 

• Company Name: Cool Guys Cuts LLC

• Folder Name for Files: coolguyscuts

• Contacts: Sylvia Franco - sf4cgcuts@gmail.com

• Go Live Date: TBD

Branch customer success sends email w the “Go Live” date*

1. Reply back to Branch saying we are on it!

2. Enter in a ticket to update the POS settings on the morning of the “Go Live”.

• Example: https://propoint.atlassian.net/browse/ESCSD-819

3. Update the feed creation ticket with the “Go Live” date.

4. Update the BranchCustomers.xlsx spreadsheet with the Go Live and POS settings ticket number.

Helpful info:

• The feeds are pulled directly from iOffice, so checking the tip detail report in iOffice is a good way to see if things are working properly.

• A store must be active + billable in order for their info to be sent to Branch. Only active employees have their info sent to Branch.

• The actual feeds can be checked on Amazon S3. They are sent 4x/daily – at 10am, 2pm, 6pm and 10pm CST. This will change to CDT when time zones change.

• The most common issue is that the POS is not uploading to iOffice (and therefore stylists are not receiving tips).

• The Branch team is very responsive and helpful if there are issues on their side. Don’t hesitate to reach out to them.

Branch Setup

Generate Files

To generate files submit a request with Cotton including the account name and the accounts db's and the Folder Name for Files (Folder Name for Files will be provided by Branch when they reach out).

Let Branch know when the files have been created.

This can be done any time before the go live date and won't have any impact on the store settings.

Admin SetUp

Note: This needs to be done in the pm, after the store has closed, the night before go live. Or in the am before the store opens on the day of go live.

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

Select the store you would like to set to go live, set "Settings Updated" to "Yes" Group Name" set the "Go Live Date". You do NOT have to assign a ADP group and do NOT have to enable ADP.

• Make sure click the "Store Selected" box and "Update Tip settings"