How to Add an Employee to a New Location in Enterprise Live
Key Steps to Add an Employee to a New Location
- Navigate to the Employees menu and select the Locations button.
- Search for the employee's details and select them from the drop-down menu.
- Click on Create New Employee Location.
- Specify the activation date for when the employee will begin working at the new site.
- Select the desired site from the list.
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Configure Employee Details for the New Location
- Security Level: Assign the employee’s access level for the new site.
- Service Level (if applicable): Define the services they can perform.
- Booking Interval: Choose the appointment intervals, or opt for site control to configure through shortcuts.
- Commission Schedule: Select the applicable schedule if the employee earns commissions.
- Online Bookings: Enable online bookings for the employee by checking the appropriate box.
- Appointment Confirmations: Enable confirmation messages for clients by selecting the corresponding option.
- Once all details are entered, click Save.
- 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.