Employees are cornerstone system elements, serving as service providers, receiving salaries for their services, and earning percentages from product sales.
User creation
You can add employees through the Staff menu in the left vertical menu. On the Staff page, click +Add new. Fill in the new user's details: name, surname, email, phone number, position, and work location.
- Go to the Staff at the left vertical menu:
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If you have only one location in the system, go to step number 3. On the Staff tab, click on the location selection button to add an employee to a specific location:
- Tap on the +Add New button on the top right corner of the page:
- Select what type of employee will be added to the system: without access to the system or with access to the system.
User with access Without access Online bookings Online bookings Login option No Login Notifications available No Notifications available SMS/Email verfication required Doesn't require SMS/Email verfication - Enter the employee's email and click Next.
- Enter all required information into this form, such as First Name, E-mail (Not required for Offline User), Phone number, Position, Access level(Not required for Offline User), and Department:
- The invitation will be sent to the employee’s designated email address. You can also use the link to accept the invitation and send it to one of the available communication channels with the employee.
How to attach/detach the employee to a specific location
- On the staff tab, select the employee that you want to add to another location:
- In the customer card, select the connected locations option:
- Turn on the checkbox in order to attach the employee to a location:
- After this, the employee will be added to the new location’s roster. You can also detach the employees by disabling the following checkboxes near each location.
Employee Email
Currently, one email can only belong to one company, so in order to connect to another company using EasyWeek, the employee needs to use a different email.
Access level settings
In addition to the parameters described above, when creating an employee, it is necessary to regulate their security roles. EasyWeek provides several levels:
- Owner: Always full access to the system controls, analytics, staff commissions, and salaries. The owner assigns roles and grants access.
- Admin. Having fewer functions than the Owner, Admin manages its branch: clients, products, service settings, staff schedules, salaries, and grants access.
- User: can view own schedule and working hours.
Some role permissions for Admin and User roles are tunable. To customize it, follow the Staff – Permissions page. Here are both static and editable permissions for every role:
Employee deactivating
- On the staff tab, select the employee that you want to fire location:
- In the customer card, select the "Fire Staffer" option:
- Next, reassign all bookings of this employee to another one available at this location and click Fire:
IMPORTANT: Bookings will be transferred to another employee regardless of whether they have available time slots on that day.
How to transfer ownership of your account
- On the staff tab, select the owner of the workspace:
- In the customer card, select the "Transfer Ownership" option:
- Next, select the person that will be responsible for the company from now on and click on "Transfer":
IMPORTANT: You can transfer the rights to the company's ownership even to your employee, after which his access rights will be automatically upgraded to the owner.
Objects
Your company may have another entity with a schedule besides workers. They are called "Assets" and also will have a place on this list. More about it is in this article.