MISC2012 Dec 2020
Getting Started
Login
You will be given a Horizon username and a temporary
password, The username is unique to you and is linked
to your Smart ID. You can find out more about Smart
ID on the next page.
+ Type in your user name and password and press
‘Enter’
+ Amessage will pop up requesting you to create
a new password. This has to be at least 7 digits
long. but no more than 14, and has to contain
one letter and one number
+ You will see a message telling you that you have
successfully logged in, press ‘Enter’ to exit
screen
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Section 2 Getting Started VI1
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1 Remember! Never share your password with anyone, including your manager, I
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Attaching to a stock unit
In order to serve customers, you need to be
connected to a stock unit.
+ From the 'Home Screen’ press ‘Back Office’
then ‘Admin’
+ Select ‘Attach User’
+ Use the down arrow until you find your
username - Select your username and then
press ‘Enter’
+ On the next screen select your stock unit and
press ‘Enter’
+ You are now attached to your stock unit
You won't need to do this every time you login, but
always remember to check you're attached to the
correct stock unit by looking at the bottom of the
Horizon screen.
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I Remember! Always complete a cash declaration when you take over a stock unit. 4
You can find out how to do this in Section 10.
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Section 2 Getting Started V1.1 2 MISC2012 Dec 2020
Smart ID
The Smart ID system links each Horizon user's ID to their training and HR record. If you are recruiting a new assistant.
they need to have passed the necessary vetting checks and the compliance training before they can serve customers.
Here is an overview of the process to follow:
New assistant &
postmaster Vetting successful.
om complete P250 & Assistant's Smart ID
return it to is created
Post Office
Ring the Branch
Support Centre to
let us know of your
intention to recruit
a new assistant
Post Office sends
P250 to the branch
[not Directly
Managed Branches]
New assistant
completes New assistant logs
compliance in using Horizon ID
¢ and changes €
password
Smart ID is used to.
generate Horizon Smart ID sent to
ID and temporary ¢ branch email
password for new address
assistant
training and test.
They are compliant
land ready to serve*
Key:
*Directly Managed Branch assistants complete compliance training and test before attending the classroom training.
How does the postmaster/branch manager create a Horizon ID using a Smart ID?
+ On Horizon Online go to ‘Back Office’, then ‘Admin’ and select ‘Create (User}’
+ Follow the on-screen prompts and enter the user's Smart ID, check the name displayed belongs to the user
+ The Horizon ID (Smart ID + 2 digits} wilt be generated
Create a password for the user, add a role to their Horizon ID, and attach them to a stock unit {if required)
+ — Tell the user their Horizon ID and temporary password. They can now log in using their Horizon ID and
temporary password which they will be asked to change when they log in
For full details go to Horizon Online Help: ‘Back Office. ‘Smart ID’ ‘Create User’ ‘Counter Process
What happens if temporary cover is needed in branch?
if the temporary assistant has a Smart ID, follow the process to create a new user, if they don’t, follow the process for
recruiting a new assistant. It's important to make sure the temporary cover has been vetted and passed their
compliance training and tests so that they are compliant to serve in branch.
How long does it take to get a new assistant live on Horizon and ready to serve?
Once the completed P250 has been sent to Post Office, it can take up to 3 weeks for vetting to be completed. After
vetting is complete, the assistant’s Smart ID will be sent to the branch email address.
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Operational Training & Development
Delivering Operational Excellence
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MISC2012 Dee 2020 3 Section 2 Getting Started VII
Transaction Acknowledgements (TAs)
What is a Transaction Acknowledgement?
Transaction Acknowledgements (TAs} are an
automated way to account for transactions carried out
‘on the Paystation or Camelot Lottery terminals each
day.
Transaction Acknowledgements are sent electronically
overnight and are processed by the first person who
logs into Horizon Online after it has been sent.
A pop up message appears on Horizon and you won't
be able to serve until the outstanding Transaction
Acknowledgements has been processed.
You need to:
+ Check the cash received for your Paystation
and Lottery transactions against the list of
outstanding Transaction Acknowledgements
+ ‘Process TAs’ to accept all entries on the screen
+ Physically move the cash in or out of the stock
unit where the Transaction Acknowledgements
were accepted. This ensures that your stock
unit will balance
Viewing accepted Transaction
Acknowledgements
There may be occasions where an assistant needs to
serve customers quickly, so they process the
Transaction Acknowledgements without checking or
physically moving the cash in or out of the relevant
stock unit
‘On those occasions, you can print a report to show
what was accepted, on Horizon go to:
+ "Back Office’ then ‘Reporting’. then ‘Reporting
Office’. then ‘Outstanding and Processed’
+ Enter dates from (yesterday) and to (today}
This report prints on the back office printer, so
remember to switch it on.
Operational Training & Development
Delivering Operational Excellence
INTERNA. Disclosing, copying, dissibuting the informarion contained within this document
and for the purpose intended, is not permitted
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to any third-party not working on behalf of Post OF
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MISC2012 Dec 2020
rted VII
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