Editing the Employee Record
The maximum number of staff
that the system will support is 200 in the professional Edition, 100 in
the Standard Edition and 2 in the Basic Edition. If you are getting close to the
maximum amount you should delete old staff members and reorganize the
file only after running your year end. Do not delete staff members
during the year as your financial information is indexed to the staff
member and some reports will no longer show information
for the deleted staff.
Select Staff Manager from
the Sales File Menu.
Sales File
Menu
Staff List
Screen
The staff list shows each of the staff and their
status on the system. Double click on a staff member to display
their name above the list and to the other tabs for the staff member.
To add a new staff member click on the
new staff icon, enter the information on the general, notes and
commission tabs then click on the save icon.
General Tab
Notes/Status Tab
Staff Status
If a staff person has left the salon, you
can set them to inactive to disable their staff code and to stop their
name from showing on a number of the reports. Note that they will be
included in historical sales reports until year end is run. Staff
should only be deleted from the system immediately following a year
end procedure. You can return them to active status by checking
the box again.
If a staff member is to be active in the salon and
can access the sales portion of the system but is not to show in the
appointment book uncheck the Show in Appointment Book box.
Editing Commission Rates
You may adjust commission rates at any
time. Commission reports can be run for sales based upon selected
time periods. Note that commissions are set for retail product
sales and the first 20 service inventory items in your inventory
list. All other service sales will be calculated using the rate
set for other. See more on setting commission
rates.
Commission Rates Tab
Quick set buttons are available to set
all rates to 0.0 or to a fixed rate entered by the user. To set
rates individually click on the rate box and enter the
percentage. Percentages should be entered with a single decimal
point. Do not leave a commission field blank, for none enter
0.0. Click on the save icon after adjusting the rates.
Using and Reporting Commissions
A commission report is available from
the reports menu of the Staff Manager. You may run the report
for all staff, only active staff or for a single staff member.
The reports can be run for any time period desired. A calendar
selection tool will be used to select the dates. You cannot
select partial days.
Staff List
You may print a list of your
staff by clicking on the reports menu and selecting staff list.
Staff Time Record Reports
You may require staff to log on to the
system before their staff codes will function. To set the log
on/out feature check the box on the security tab in preferences.
The staff must also log out at the end of their shift. When the
system is shut down it will log out all staff who are currently logged
in.
Staff Logon Screen (Logout Similar)
With this feature enabled you are able to
report on hours worked by the staff. Daily time in and time out
plus hours/minutes working for each day can be printed for any time
period selected and for each staff member. The report can be accessed
from the report menu when the feature is enabled.
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