Skip to content
  • There are no suggestions because the search field is empty.

Managing Employees in Enterprise Manager

This guide provides steps to configuring and managing employee-related functions within the Shortcuts Enterprise Manager.

1. Employee Levels Overview

  • Purpose: Customize service pricing, durations, and employee tiers based on roles (e.g., stylist, senior stylist, apprentice).
  • Setup: Employee levels are configured in the "Config Management" menu under "Employees."
  • Regional Flexibility: Levels can be assigned globally or regionally, depending on business needs.
  • Examples:
    • Pricing: Senior stylist (£70) vs. Apprentice (£45) for the same service.
    • Time Management: Senior stylist (15 minutes) vs. Apprentice (30 minutes) for service duration.

2. Adding an Employee Level

  1. Access the "Config Management" menu.
  2. Expand the "Employees" section
  3. Select "Employee Levels..
  4. Right click on the region you want to add the employee level
  5. Select "New Level".
  6. Assign a name, color code, and optional description for the level.
  7. Enable settings such as "Active," "Default," and "Service Allocation."
  8. Save changes to finalize the level.

3. Conducting an Employee Search

  • Options: Use detailed search (specific criteria) or keyword search (broad terms).
  • Steps:
    1. Enter search parameters (e.g., name, role, location).
    2. Filter results by head office or POS sites.
    3. Export search results to a CSV file for further analysis.

4. Adding a New Employee

Before adding employees:

  • Ensure security settings and employee levels are configured.

Process:

  1. Open the "New Employee Wizard" from the "Config Management" menu.
  2. Input basic employee details (name, position, start date, security level).
  3. Assign relevant site and employee level.
  4. Save the employee's profile to the database.