Employees
The Employees section allows you to create and manage employee records within the application. To access employee management, navigate to the Settings screen, click the Employees button, and select Setup from the dropdown menu.
Adding a New Employee
To create a new employee record, click the New Employee button. Enter the required information in the fields provided on the Employee Setup screen, then click Save or Save and Close to save the record.
Editing an Existing Employee
To update an existing employee record, click the Find Employee button. Search for the employee you want to modify, select the appropriate record, and click Select. Make the necessary changes to the employee's information, then click Save or Save and Close to apply your changes.
Deleting Employee Records
Employee records cannot be deleted. The application does not provide a deletion feature, and this restriction is intentional to preserve employee records and maintain data integrity.
Understanding Employee Settings
The following sections and fields contain important settings that affect how employees interact with other features of the application:
1. Is Service Staff
The Is Service Staff checkbox determines whether an employee is available to perform services within the application. For example, in the beauty salon software, this option makes the employee available for customer appointment bookings. In the mobile service software, it makes the employee available for repair and maintenance services.
2. Permissions
Under the Permissions tab, you can configure which application features an employee is authorized to access. These permissions determine the level of access granted to each employee.
If the Is Administrator checkbox is selected, the employee will have access to all features and functions available in the application.
3. Services Performed by the Employee
Under the Services Performed by the Employee tab, you can customize the pricing and cost associated with services performed by an employee. The available settings include:
- Service Type: The type of service performed by the employee.
- Duration: The amount of time required to complete the service.
- Price: The amount charged to the customer for the service.
- Cost: The amount the business pays the employee for performing the service.
These settings allow you to customize service pricing and employee compensation based on the services each employee provides.
Assigning an Employee Photo
You can associate a photo with an employee using either of the following options:
- Select Photo: Click this button to browse your computer and select an existing image file.
- Camera: Click this button to capture a photo directly using your computer's camera.
Note: An employee photo can only be assigned after the employee record has been saved.
Saving or Closing the Employee Setup Screen
Once you have finished entering or modifying the employee information, use one of the following buttons:
- Save: Saves the employee record while keeping the Employee Setup screen open.
- Save and Close: Saves the employee record and closes the Employee Setup screen.
- Cancel: Closes the Employee Setup screen without saving any unsaved changes.