Working with the Polling and System Admin Tab

Use the Polling & System Admin tab to configure password settings, current day polling, and exception polling for your company. Exception polling defines days that your store is not polled.

Log In Options

You configure which screen is the default view for your company when they log in to Aloha Insight.

Website Home Page

— Indicates the default screen that appears when the user logs into Aloha Insight. Click the down arrow to expand the options. Selecting the plus sign expands the list and enables you to scroll through the list.

Min Password Length

— Determines the minimum number of characters for passwords.

Run Website Using SSL

— Indicates you are using the Secure Socket Layer (SSL) protocol when logging in to Aloha Insight. Select to encrypt the data sent between the web server and the browser. This provides you a secure way to log in to Aloha Insight.

System Administration

Do Not Import Employee SSN

— Indicates employee Social Security numbers do not display on employee reports in Reports Viewer or in Drilldown Viewer. Aloha Insight still polls the Social Security number, but does not store the number in the database. Select this option to hide Social Security numbers from employees with access to employee reports. You must select OK to confirm your selection.

The changes associated with selecting/clearing this check box do not take affect until the next time a store sends employee data to the Aloha Insight datacenter.

‘Do Not Import Employee SSN’ affects the following reports:

•	Payroll by Emp SSN, Job Code — Reports Viewer

•	Payroll by Emp SSN, Job Code-Exception — Reports Viewer

•	Employee Pay by SSN — Reports Viewer

•	Millennium Export — Reports Viewer

•	Labor — Drilldown Viewer

If you are using a Social Security number as an employee ID on the ADP export file, it still appears on the ADP export file, because ADP obtains the employee ID number via the ‘Export ID’ text box in the Aloha Table Service or Quick Service software application > Maintenance > Labor > Employees.

Current Day Polling

— Indicates data for the current day of business is available in Drilldown Viewer reports, and Current Day Polling.

Administrator

— Designates the system administrator for your company. The system administrator receives special messages from Aloha Technologies regarding Aloha Insight enhancements and scheduled down times.

Exception Polling

Use Exception Polling to define the days you do not want Aloha Insight to poll your stores, such as holidays, store remodels, or for any reason the store does not have sales.

For example, if some of your stores close on Christmas day, perform the following steps:

1.	Click Exception Polling to launch the Exception Polling wizard.

2.	Use the arrows to move the stores that close from the Stores not in the list box to the Stores in Exception Polling List list box.

3.	Enter 12/25/02 as the Start Date.

4.	Enter the same date in End Date because you are closing for a single day.

5.	Enter an optional description as to why Aloha Insight is not polling the store(s).

6.	Click Save.

Details Button

Click the Details button, located on the bottom of the screen, to view the exception polling history of a store.

Stored Value ACH Funds Transfer

The Aloha Stored Value ACH Funds Transfer options enable you to configure Aloha Stored Value to generate a transaction file to send to an ACH processor, such as RBS Lynk for fund distribution. These options appear only to companies licensed for Aloha Stored Value.

Send Daily Stored Value Sales/Redemptions File to ACH Network

— Indicates you are sending a transaction file that contains your Aloha Stored Value sales and redemption to an ACH network to authorize for fund distribution.

Selecting ‘Send Daily Stored Value Sales/Redemptions File to ACH Network’ enables the ‘Provider’ drop-down list and ‘Financial Advisor’ drop-down list. You must have security rights to edit; otherwise, you receive a prompt indicating you do not have privileges. You need the ‘Enable Generation of Stored Value ACH Settlement File’ security right to have access to the ACH options. You can locate this security right in the Company Settings security rights in the Security Class Setup wizard.

Provider

— Determines the ACH processor where Aloha Stored Value sends the transaction file. Select the ACH processor to use for fund distribution from the drop-down list.

Financial Authorizer

— Indicates the designated financial authorizer for your company. The financial authorizer approves the merchant accounts for your company. When the merchant account number is entered in Site Setup, Aloha Stored Value generates an email to send to the person selected in the ‘Financial Authorizer’ drop-down list and a Merchant Account icon appears on their Aloha Insight home page the next time they log in to Aloha Insight. The financial authorizer is responsible for approving the store’s merchant account number entered in Site Setup. The financial authorizer verifies the number entered is correct and valid, before approving the merchant account; therefore, select a person that has access to your merchant account numbers

As a security feature, Aloha Stored Value requires that you open a support incident to change the financial authorizer at a later date. This prevents someone from changing the financial authorizer on accident, or changing the financial authorizer to obtain merchant account information

Select the financial authorizer from the drop-down list. The drop-down list contains a list of all users configured in User Setup. After selecting a financial authorizer and clicking save, the ‘Financial Authorizer’ drop-down list becomes unavailable.