How to manage adding staff "Staff Management"

1. Introduction to Staff Management 0:00

• Overview of the purpose of the Loom video: setting up new employees in the staff management system.

2. Adding a New Staff Member 0:25

• Navigate to Settings > Business Setup > Staff Management.

• Select 'Add New Staff Member'.

• Fill in the staff member's name, last name, and email address.

3. Email and Phone Number Restrictions 0:38

• Ensure the email and phone number are not the same as those used for pet owners in the system.

4. Email Usage 0:48

• The email entered is for logging into the system and Kiosk app, and for password recovery.

5. Viewing Inactive Staff 1:10

• Click the button to view inactive or deleted staff members.

6. Geo-Fencing Setup 1:21

• Enable geo-fencing to restrict employee login based on distance from the business address.

• Set up geo-fencing for individual employees.

7. Automatic Logout Settings 1:52

• Toggle on time-based automatic logout for inactive sessions.

8. Permission Access 2:01

• Designate one employee as the org administrator (usually the kennel owner or main manager).

9. Staff Groups Creation 2:49

• Create staff groups under the staff group section.

10. Location Access 3:06

• If applicable, select the location(s) the staff member will have access to.

11. Staff App Access 3:13

• Manage Staff App Access based on your subscription plan.

12. Limiting Access 3:48

• Use geo-fencing to limit access for specific employees.

13. Staffing Calendar Visibility 4:14

• Toggle visibility options for the employee in the staffing calendar and To-Do section.

14. Service Tips Setup 4:32

• Define slots and duration for slot-based staff members.

15. Tip and Commission Structure 5:06

• Choose between basic and advanced tip and commission setups.

16. Advanced Tip and Commission Details 5:45

• Set commission rates and tips based on service delivery and assistance.

17. Service Delivery Selection 6:42

• Select services the employee can deliver and set commission and tip amounts.

18. Wages and Skills Entry 7:01

• Input hourly wage, start date, and skills for the employee.

19. Dynamic Notes for Skills 7:14

• Access dynamic notes to set up skills for the employee.

20. Managed Payroll Setup 7:38

• Configure payroll details including pay rates, pay periods, and overtime.

21. Conclusion 8:11

• Final remarks and encouragement to save all settings.

Link to Loom

https://www.loom.com/share/2e2a536b3cf241d196dbb667df6e61fb