SELECT FROM THE MENU
BAR EMPLOYEES THEN ADD/MODIFY/DELETE EMPLOYEES
This
is the screen you will be able to enter all the users and or employees in ADVANTAGE Salon Software
and Spa Software. You will find a pull down list at the top of the
screen in which you can search for an existing employee by Name or EmployeeID.
n You
must enter an EmployeeID
for every employee. It can be an alpha
numeric ID. An EmployeeID
needs to be a minimum of 4 characters long.
n Make
sure you select a User Group for the employee and enter a Password
if you want the employee to have a logon.
n Make
sure you set up the services this Employee can perform.
Select the EDIT SERVICES button. You will get a screen with two windows: the top
pane is labeled – Selected Services, the bottom pane is labeled
– Available
Services. The Selected Services pane (top) displays a list of
services that the employee can perform. The Available Services pane (bottom) displays a list
of all services provided by your salon/spa. For
each employee, select from the Available Services
window, the services he or she provides. You
may highlight more than one service during the selection.
Then click on the Select Service(s)
button. The Selected Services window should show the
employee’s services. You may edit a
service’s price, length of time, or, commission for each individual employee at any
time. This gives the capability to provide
different pricing for the same service based on the stylist performing the service.
n Time
length is the total time a service will take to perform in the appointment book, while
initial time is the amount of time you want to
block out for the initial part of an appointment that you want to setup a gap to be able
to schedule another appointment within this appointments, while the interval time is the time you want to unblock
out for another service to be performed for the service.
For instance, a color type service is 1 hour 45 minutes while the initial time is
45 minutes you setup an interval time of 30 minutes.
Then the remaining 30 minutes are blocked out.
n Be
sure to select the status as Active for the
employees. You can change the status from Active to Inactive
to inactivate this employee screen to exclude them from point of sale and the scheduler.
n The
password entered in the employee setup allows them to logon to ADVANTAGE Salon Software
and Spa Software. An additional password is used for the Point of Sale functions. To setup POS
Operators use the Setup Operators option under Point of Sale Setup options.
n If
you want this employee to show up in the appointment book as a service provider, make sure
to select Yes for the prompt of Scheduler?
n If
this employee is to be included in the scheduler or appointment book make sure you select
the days of the week this person works. Select
yes next to the day or days of the week that they are available to work.
n The
Service commission and the Inventory commission amounts are percentages you
want to pay an employee for providing the service or for the sale of an inventory item. You can also enter an hourly rate for hourly employees.
Make sure to SAVE your changes, once finished.
On the appointment book week view is the
block button. This button allows you to
schedule the working hours and lunch breaks for employees for a certain date range. It is important that you schedule a
reasonable time period at a time. Do not
schedule employees working hours for long time periods like a year at a time. Stick to scheduling a week or a month at a time. Just select the days the employee works and enter
the time range and the optional lunch hour. Then
select the generate button to create the employee work schedule. If you do not perform this function the employee
will have all times available per his employee record.
On the employee screen you can indicate to include this employee in the appointment
book or not and actually disable any days for this employee to work.
You can always reset the employee’s
schedule by performing this function again and selecting the correct date range in
question.
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