Employees

1. 1Click New Employee.
2. 2Enter their Full Name, Email and Phone, and choose a Role.
3. 3Click Add Employee. They get an email invitation to set up their login.

1. 1Open the employee and click Edit.
2. 2Change their name, phone, Role, POS Employee # or Starting Location (where their day starts for scheduling).
3. 3Save.

Edit the employee and set Status to Inactive. They can no longer sign in, and their records stay in place.

Under Weekly Availability on the employee’s edit page, set the days and hours they work. A day left Off never gets an appointment slot for them. Technicians can also set this themselves under My Profile.

Under Skills & Qualifications, check the service types the technician can perform. Scheduling only offers them jobs they are qualified for. Leave everything unchecked to allow any service type.

Under Assigned Locations, choose which locations the employee works at and mark their primary one. People with two or more locations can switch between them from the sidebar.

Enter the employee’s Cost per hour (wage plus taxes and benefits) under Labor Cost. It is used for job costing on installations, and only people who manage users or see sales reports can see it.

Click Reset POS PIN on the employee’s edit page and enter a new 6-digit PIN.

Under Google Calendar Access, enter the Google account email that should see this employee’s service calendar. It is shared right away.

Click Time Off Requests on the Employees page, then Approve or Deny each request.