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Entering Your Staff
The system keeps a record of each of your
staff members, gives staff access to the system, tracks individual sales
revenues in the various categories, tracks product sales and calculates
commissions on sales. The use of commissions is optional. Each staff
member must have a Staff Code to access the system.
From the Modules
select Staff Manager.
Your staff list will be displayed
or if none are entered a blank list is displayed.
The owner or manager's staff code should be entered
first as the first code in the list is credited with staff
purchases.
To add a new staff member click on the new staff
icon on the left of the tool bar to open the new staff entry screen.
To edit an existing record double click on the name
in the list, that employee's name will show above the list, move
through the tabs changing the information that you wish. Click
on the save button to save the new information.
Staff Access Code (required) this is the
code by which the staff member will identify themselves. It would
normally be the person's initials. Up to 3 characters are allowed.
Enter the first name and last name and click on
accept. The staff member will be entered into the list, set
active and available for appointments.
Enter the information required on the general tab.
-
address (optional) and phone number (optional).
- employee number (Optional)
- Social Insurance Number (SIN):
(optional)
Click on the Notes/Status tab
Enter or adjust the required information:
- Notes (optional)
- Status Active (required), check the box
for Yes. Change unchecked for No or inactive, when they have left your
employ. An inactive employee's code will not access the system but
historical sales records for the employee will be maintained. If you are
going to delete employees it should only be done after running the Year
End and before starting your new year.
- Show in Appointment Book (required) if left
unchecked they will not be shown in the appointment book but will
be active in the system to work the sales register.
Click on the Commission Rates tab
Enter or adjust the required information:
If you plan to use the commissions tools set the
staff member's rates using this screen. You may set rates
for retail product sales and 20 of the most important or
frequently used services. Note that all other services that
you have set up will be considered "other services" and
the single commission rate for other applied.
As was noted in other sections of this guide it is
important that the service inventory coding scheme that you develop
puts the most important of your services to the first part of the
list. This makes it easier to find the important services as
they are at the front of the list and they will be the 20 upon which
individual commissions can be calculated. The inventory is
sorted alpha-numerically to set the positions in the list. (numbers
before capital letters and capital letters before small
letters). When using letters make sure there are leading 0's to
make them the same length.
Click on the Save button to save the staff member's
record. You may come back to modify the record at any time.
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