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
- Access the "Config Management" menu.
- Expand the "Employees" section
- Select "Employee Levels..
- Right click on the region you want to add the employee level
- Select "New Level".
- Assign a name, color code, and optional description for the level.
- Enable settings such as "Active," "Default," and "Service Allocation."
- Save changes to finalize the level.
3. Conducting an Employee Search
- Options: Use detailed search (specific criteria) or keyword search (broad terms).
- Steps:
- Enter search parameters (e.g., name, role, location).
- Filter results by head office or POS sites.
- 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:
- Open the "New Employee Wizard" from the "Config Management" menu.
- Input basic employee details (name, position, start date, security level).
- Assign relevant site and employee level.
- Save the employee's profile to the database.