How to Add a New Employee

Steps to Add a New Employee in Enterprise Live

1. Open Enterprise Live.
2. Navigate to Management > Employee Menu.
3. Click Create New Employee.
4. Enter Employee Details including:

• Full name.
• Tax File Number (if applicable).
• A four-digit PIN (used for login).
• Alias (displayed in the appointment book).
• Address and contact details.
• Optionally, add:
  • A biography (visible in the app).
  • A profile photo (100x100 pixels, 256 colours, bitmap format).

       5. Choose the employee’s security level and service level (if applicable).

       6. Set a booking interval (Choose Site Controlled to configure this in Shortcuts).

       7. If using Enterprise Commissions, select a commission schedule.

       8. Check the Online Booking box if the employee can take online appointments.

       9. Check the Send Confirmations box to send clients appointment confirmations.

      10. Click Save.

      11. Wait for the data agent to synchronize the information with Shortcuts.

Assign Appointment Book Position and Capabilities in Shortcuts

1. Open Shortcuts.
2. Navigate to Setup > Employees.
3. Select the new employee from the drop-down menu.
4. From the Position drop-down menu, assign a position on the appointment book.
5. Click Capabilities.
6. Select all applicable services or items the employee is qualified for.
7. Use the Add button to confirm selections.
8. Click Done, then Save to finalize changes.

Verify Setup

• Return to the appointment book to confirm the new employee's position and capabilities.
• Example: If you assigned "James" to position 2, his name should now appear correctly in the appointment book.

Key Takeaways:

• Use Enterprise Live to create and configure a new employee profile.
• Assign appointment book positions and capabilities directly in Shortcuts.
• Ensure all necessary details (e.g., booking intervals, commission schedules) are configured for smooth operations.