Transaction Profiles

Transaction Profiles contain information about the Smart View transactions and the devices (clocks) an employee can access. In addition, you can enable Smart View transaction features (for example, display the hours worked and the associated pay codes for the Punch Out transaction) and give managers the ability to approve employee voluntary early out.

Assign Transaction Profiles to employees in Gaming People Information.

There are 2 preconfigured transaction profiles:

  • Default Transaction Profile— All Gaming employees are assigned the Default Transaction Profile initially. You can edit the Default Transaction Profile as needed, or assign a different profile to an employee.
  • Non-Gaming Employee Transaction Profile— This profile is used if a non-gaming employee uses a Gaming Smart View transaction. This profile can be edited as needed. Note that this profile will not be assigned to an employee as non-Gaming employees do not have people records in the Gaming application. It is only used when the system encounters a non-Gaming employee using a Gaming Smart View transaction.

For more details, see Gaming Smart View transactions.

Configure a Transaction Profile

  1. Within the Gaming application, go to Administration > Transaction Profiles.
  2. Click New to create a new Transaction Profile or select an existing profile and click Edit .
  3. Enter a Name and a Description.
  4. Select one or more Properties.
  5. Select Allow Manager Functions if the employee that this Transaction Profile is assigned to is a manager who can approve an employee's voluntary early out.
  6. Select the Smart View transactions the employee needs access to, and then select the specific devices they can access.
    • Punch In— Allows the employee to punch in at the clock.
    • Punch Out— Allows the employee to punch out at the clock.
      • Display Hours Worked— Select this if you want the employee's total worked hours for the shift and the associated pay codes to appear when they punch out.
      • Voluntary Early Out— Select this if it is required for the employee to enter a comment for why they are leaving early and also have a manager approve the early out. The threshold for early out is set in Maintenance > People Information > Gaming > Early Out Shift Length.
    • Transfer— Allows the employee to perform transfers at the clock. For Transfer Options, select the types of transfers that are allowed at the clock ( Job, Work Rule, Cost Center, Labor Category).
      Note: The Labor Category transfer is ignored if a Special Event is active (that is, if Labor Category is selected here, the employee will not be able to perform a labor category transfer when punching for a special event).

      If you want the most recently used list to appear, select MRU List.

      Comments
      • Default Comment Code— Select a default comment code.
      • Prompt for Comment Code— Prompt the employee to enter a comment code.
      • Allow Override— Allow the employee to override the assigned comment code.
      • Entry Required— Require the employee to enter a comment code to complete the transaction.
    • Enter Tips— Allows employees to enter tips that have not yet been reported or correct tips that were entered incorrectly. This transaction only applies to tip declaration employees.
      Note: This transaction looks back the number of days set in the EnterTipsSmartViewMaxDays property in Gaming Configuration > Gaming Properties.
    • Cafeteria— A Gate Access transaction that allows the employee to enter the cafeteria.
    • Parking— A Gate Access transaction that allows the employee access to the parking area.
    • Restricted Area— A Gate Access transaction that allows the employee access to a restricted area.
    • On Premises— A Gate Access transaction that is used to determine all employees that are currently on premises (for reporting purposes).
    • Off Premises— A Gate Access transaction that is used to determine all employees that are currently off premises (for reporting purposes).
    • Enable Clock— Enables a special event clock.
    • Disable Clock— Disables a special event clock.
    • Special Event— Starts or stops a special event.
    Note: For Gate Access Smart View transactions, only devices that are setup as Gate in the Device setup populate in the selection list. For example, the device list for the Cafeteria Smart View transaction only contains devices that are setup as Cafeteria in the device setup. For all other Smart View transactions, the device list contains devices that are not designated as Gate in the device setup (the Gate Access Type is set to None).
  7. Click Save.

Assign a Transaction Profile to an employee

  1. Go to Maintenance > People Information.
  2. Select the employee and then expand the Gaming category.
  3. Select a profile from the Transaction Profile drop-down list.
  4. Click Save.