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How to Add an Employee to a New Location in Enterprise Live

Key Steps to Add an Employee to a New Location

  1. Navigate to the Employees menu and select the Locations button.
  2. Search for the employee's details and select them from the drop-down menu.
  3. Click on Create New Employee Location.
  4. Specify the activation date for when the employee will begin working at the new site.
  5. Select the desired site from the list.
  6. Configure Employee Details for the New Location

  7. Security Level: Assign the employee’s access level for the new site.
  8. Service Level (if applicable): Define the services they can perform.
  9. Booking Interval: Choose the appointment intervals, or opt for site control to configure through shortcuts.
  10. Commission Schedule: Select the applicable schedule if the employee earns commissions.
  11. Online Bookings: Enable online bookings for the employee by checking the appropriate box.
  12. Appointment Confirmations: Enable confirmation messages for clients by selecting the corresponding option.
  13. Once all details are entered, click Save.
  14. After activation, assign the employee's capabilities and appointment book position for the new site as needed.

Additional Notes

  • Employees can hold different roles at different sites. For example, an individual might be a manager at one site and an employee at another.
  • Customising booking intervals and service levels ensures that site-specific preferences and requirements are met.