Employee Management

Everything to do with employees - profiles, log in issues, schedules, services, payroll, reporting and more

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151 articles in this collection
Written by Urmilla Chandran
Adding Employee

Add a New Employee

Learn how to create a new employee record, employee profile, or a new user profile
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Written by Urmilla Chandran
Updated over a week ago

Add General Information for a New Employee

Store important details such as name, contact and login information, working hours, leave details, salary details and more
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Written by Urmilla Chandran
Updated over a week ago

Enter Personal Information for a New Employee

Add personal details such as name, email, phone, and employee code for a new employee
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Written by Urmilla Chandran
Updated over a week ago

Add Address Details for a New Employee

Enter the address of your employee and indicate if the emplyee is a consultant at your center.
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Written by Urmilla Chandran
Updated over a week ago

Enter Login Information for a New Employee

Enter the username and password for a new employe record.
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Written by Urmilla Chandran
Updated over a week ago

Enter Preferences for a New Employee

Set up employee preferences around receiving SMS, emails, and reports.You can also specify if the employee can access the mobile apps.
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Written by Urmilla Chandran
Updated over a week ago

Add Job Info for a New Employee

Enter job details such as the salary, work task, request therapist bonus, additional commission, start date, and tenure start date
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Written by Urmilla Chandran
Updated over a week ago

Set up Employee Roles

Depending on the role, employees gain permission to access some areas of the application
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Updated over a week ago

Assign the Therapist Role to an Employee

Why assign the Therapist role to a service provider
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Written by Urmilla Chandran
Updated over a week ago

Set up a Catalog for an Employee

Learn how to upload employee photos
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Written by Urmilla Chandran
Updated over a week ago

Create a New Employee Profile by Cloning

Clone an existing user record to quickly create a user profile for a new hire
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Written by Urmilla Chandran
Updated over a week ago

Create Jobs

Learn how jobs form a basis for defining what employees can do and what they cannot do
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Written by Urmilla Chandran
Updated over a week ago

Define Jobs and Roles for Employees

What is the difference between Jobs and Roles
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Updated over a week ago

Set Targets for a Job

Set targets or goals for employees so that you can measure their performance against the same
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Written by Urmilla Chandran
Updated over a week ago

Set Role Based Access to Employee Details

Restrict or grant access to various aspects of employee data based on roles
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Written by Urmilla Chandran
Updated over a week ago

Specify Services an Employee Can Perform - Advanced Concepts

You can specify services an employee can perform at various levels - the Job, Employee, and the Services levels
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Written by Urmilla Chandran
Updated over a week ago

Specify Services an Employee Can Perform from the Employee Level

For an employee, define additional services she can perform (service assignments), commissions, deductions, price scaling, and service time
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Written by Urmilla Chandran
Updated over a week ago

Set Up Employee Work Tasks

Learn how to set up employee Work Tasks so that users can check in and checkout employees for each task that employees perform
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Written by Urmilla Chandran
Updated over a week ago

Lock Employee Profile after Failed Login Attempts

Secure employee profiles by locking them after a preset number of failed login attempts; users with permissions can unlock such profiles
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Written by Urmilla Chandran
Updated this week
Employee Check-In and Checkout

Edit an Employee's Check-In and Checkout Time

Learn how you can modify or update an employee's clock-in and clock-out time from the Employee module
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Written by Urmilla Chandran
Updated this week

Add a New Leave Type

Zenoti ships with a few default Leave Types - you can add new ones.
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Written by Urmilla Chandran
Updated over a week ago

Use the Zenoti Biometrics Application for Check In and Check Out - An Overview

Closely track employee attendance using Zenoti Biometrics.
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Written by Urmilla Chandran
Updated over a week ago

Enable the Biometric Device for Your Organization

Turn on Organization level settings to enable use of the new biometric device for check-in and checkout of employees.
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Written by Urmilla Chandran
Updated over a week ago

Enable Biometric Devices for Each Center

Enable Center level settings to allow use of biometric devices for employee check-in and checkout.
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Written by Urmilla Chandran
Updated over a week ago

Uninstall the Browser Based Biometric Software to Install the Latest Biometrics Application

Learn how to install the latest biometric device for employee check-in and checkout.
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Written by Urmilla Chandran
Updated over a week ago

Install the Zenoti Biometrics Application

Steps to help you install the Zenoti Biometrics Application.
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Written by Urmilla Chandran
Updated over a week ago

Configure the Zenoti Biometrics Application

After installing Zenoti biometrics, you need to configure the application so that you can check-in and checkout employees.
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Written by Urmilla Chandran
Updated over a week ago

Register the Fingerprint for the First Time in the Zenoti Biometrics App

Learn how to record an employee's fingerprint for the first time in the Zenoti Biometrics App.
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Written by Urmilla Chandran
Updated over a week ago

Check-In and Checkout an Employee using the Zenoti Biometrics App

After enrolling or registering your employees' fingerprints, you can start using the biometrics app to record employee attendance.
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Written by Urmilla Chandran
Updated over a week ago
Employee Commissions or Payouts

Employee Commissions - An Overview

Points to consider before you configure commissions or payouts for employees
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Written by Urmilla Chandran
Updated over a week ago

Employee Commissions - Levels of Configuration and Impacts

Pointers about what happens when you configure commissions at different levels such as the item level, employee level, and job level.
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Written by Urmilla Chandran
Updated over a week ago

Employee Commissions - Before You Begin

Points to note before you start configuring commissions in Zenoti.
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Written by Urmilla Chandran
Updated over a week ago

Configure Organization Level Settings for Employee Commissions

Learn about Org level settings such as commission slabs, deductions (guest, labor, shop costs), roll back commissions on refunds, and more
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Written by Urmilla Chandran
Updated over a week ago

Configure Center Level Settings to Award Commissions for Redo Appointments

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Written by Urmilla Chandran
Updated over a week ago

Flexibility to Generate Payroll Independently for each Center

Learn how you can control running the payroll for your center by including or excluding employees on loan or on deputation.
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Written by Urmilla Chandran
Updated over a week ago

Revenue Slabs based Commissions at Employee and Job Levels - An Overview

Learn the items for which you can define revenue slabs based commissions.
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Written by Urmilla Chandran
Updated over a week ago

Configure Revenue Slabs Based Commissions at the Employee Level

Learn how to configure commissions based on revenue slabs at the employee level.
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Written by Urmilla Chandran
Updated over a week ago

Configure Revenue Slabs Based Commissions at the Job Level

Learn how to configure commissions based on revenue slabs at the job level.
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions at the Service (Item) Level

Learn how to configure commissions such that employees earn commissions for services they perform.
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Written by Urmilla Chandran
Updated over a week ago

What are Free Services in Zenoti?

Learn the meaning of free service revenue (FSR) and free service commissions in Zenoti
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Written by Urmilla Chandran
Updated over a week ago

Configure Free Service Commissions

Configure settings to calculate free service commissions
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions based on Settings Configured at the Employee or Job Profiles

Learn how to configure service commissions such that settings at the employee or job profile level take effect.
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions based on a Flat Amount

Learn how to configure settings such that all employees earn a flat amount as commission when they perform a service.
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions based on a Percentage of Revenue

Learn how to award service commissions based on a percentage of revenue earned by the service provider.
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Updated over a week ago

Configure Service Commissions at Individual Employee Level - An Overview

Learn how you can award service commissions at the employee level.
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions at Individual Employee Level - Flat or Percentage Commissions

Define service commissions at employee level as a flat amount or a percentage of the service price.
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions at the Job Level

Impacts of configuring commissions at the job level.
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Updated over a week ago

Configure Service Commissions at the Job Level - Flat Amount or Percentage of Service Price

How to configure service commissions at the job level as a flat amount or as a percentage?
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Written by Urmilla Chandran
Updated over a week ago

Configure Service Commissions at the Job Level - Revenue Slabs

How to configure service commissions at the job level using revenue slabs?
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Written by Urmilla Chandran
Updated over a week ago

Configure Commissions for Series Packages based on a Flat Amount or a Percentage

Configure settings to award a flat amount or a percentage of sales price as commission when employees sell non-scheduled series packages
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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at Individual Employee Level - An Overview

Possible ways in which you can define membership commissions at the employee level.
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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at Individual Employee Level - Flat Amount or Percentage of Membership Price

Learn how to set up membership commissions at the employee level based on a flat amount or as a percentage of membership price.
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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at Individual Employee Level - Revenue Slabs

Award commissions for selling memberships based on revenue slabs from the employee level
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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at the Job Level - An Overview

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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at the Job Level - Flat Amount or Percentage of Membership Price

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Written by Urmilla Chandran
Updated over a week ago

Configure Membership Commissions at the Job Level - Revenue Slabs

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Written by Urmilla Chandran
Updated over a week ago

Product Commissions - An Overview

Award commission to employees when they sell retail products to guests
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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions at the Product (Item) Level

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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions based on Settings Configured at the Employee or Job Profile Level (Revenue Slabs)

Define commissions employees should earn when they sell products.
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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions based on a Flat Amount

Award product comissions based on a flat amount.
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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions based on a Percentage of Sales Price

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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions at the Individual Employee Level

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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions at the Individual Employee Level - Flat or Percentage Commissions

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Written by Urmilla Chandran
Updated over a week ago

Configure Product Commissions at the Individual Employee Level - Revenue Slabs based Commissions

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Written by Urmilla Chandran
Updated over a week ago

Configure Request Therapist Bonus

When guests ask specifically for a therapist, you can reward the therapist with a Request Therapist bonus.
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Written by Urmilla Chandran
Updated over a week ago

Configure Employee Overtime

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Written by Urmilla Chandran
Updated over a week ago

Configure Commissions for No-Show and Canceled Invoices - An Overview

Configure Org and Center level settings so that you can award commissions on No-Show and Canceled invoices.
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Written by Urmilla Chandran
Updated over a week ago

Configure Organizational Settings to Award Commissions on Canceled and No-Show Invoices

Steps to configure Appointment Book and Services sections of Org level settings.
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Written by Urmilla Chandran
Updated over a week ago

Configure Center Settings to Award Commissions on Canceled and No-Show Invoices

Steps to configure Center settings in the Employee section.
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Written by Urmilla Chandran
Updated over a week ago

Configure Commissions for No-Show and Canceled Invoices at the Employee Level

Control the final amount that employees earn as commission for no-show and canceled invoices.
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Written by Urmilla Chandran
Updated over a week ago

Create Discount Offers for Canceled and No-Show Invoices

The front desk can apply these discount offers only from the POS.
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Written by Urmilla Chandran
Updated over a week ago

Set Up Commission Deductions - An Overview

Deduct commissions that employees earn after commissions are calculated.
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Written by Urmilla Chandran
Updated over a week ago

Set Up Commission Deductions for Services

Deduct a certain amount from the commission a therapist earns on performing a service after commission has been calculated.
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Written by Urmilla Chandran
Updated over a week ago

Set Up Commission Deductions for Invoices and Total Commissions

Deduct part of the commission a therapist earns per invoice or from the total commission, after commissions have been calculated.
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Written by Urmilla Chandran
Updated over a week ago

Customize Payroll Settings

Set up pay periods based on your requirement.
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Written by Urmilla Chandran
Updated over a week ago

Configuring Center Based Commissions

Reward all your employees when you open a new center or when your center achieves a revenue target
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Written by Urmilla Chandran
Updated over a week ago

Configure Tenure Based Commissions

Reward employees for the number of years for which they have worked with you
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Written by Urmilla Chandran
Updated over a week ago
Employee Reports

The Employee Dashboard: Overview

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Updated over a week ago

Employee Payroll Summary Report

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Updated over a week ago

Employee Payroll Details Report

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Updated over a week ago

Employee Commissions Report

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Updated over a week ago

Employee Hourly Pay/Service Commission Report

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Updated over a week ago

Employee Sales No Show/Canceled Report

This report captures details about guests who either did not come in for their appointments or canceled their appointments.
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Updated over a week ago

Therapist Earnings Daily Report

Learn about the Therapist Earnings Daily Report - for the day and for the month
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Written by Urmilla Chandran
Updated over a week ago

Employee Performance Metrics Report

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Written by Urmilla Chandran
Updated over a week ago

Employee Sales Metrics Report

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Written by Urmilla Chandran
Updated over a week ago

Mentor Sales Metrics Report

Tracks details of service and retail sales for which employee acted as a mentor/educator
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Updated over a week ago

Employee Attendance Summary Report

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Updated this week

Employee Staffing Report

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Updated over a week ago

Tips Adjustment Report

View details such as the invoice numbers for which tips were adjusted, when, by whom, and the tip amount before and after the adjustment.
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Updated over a week ago

Employee Attrition Report

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Updated over a week ago

Employee Leaves Report

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Updated over a week ago

Employee Overtime Report

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Written by Urmilla Chandran
Updated over a week ago

Employee Attendance Details Report

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Updated over a week ago

Employee Block Out Time Details Report

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Updated this week

Employee Booking Productivity Report

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Written by Urmilla Chandran
Updated over a week ago

Support Staff Gratuity Summary Report

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Written by Urmilla Chandran
Updated over a week ago

Split Support Staff Gratuity Report

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Updated over a week ago

Employee Utilization (Operational) Report

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Updated over a week ago

Grooming Points Report

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Updated over a week ago
FAQ and Troubleshooting

I am unable to log in.

Learn how to troubleshoot employee login issues and what you can do when you see the 'Invalid Username or Password' message.
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Written by Urmilla Chandran
Updated over a week ago

My login credentials work at one center but not at the other center. Why?

Learn how you can have different Roles across Centers but use the same login credentials across all centers.
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Written by Urmilla Chandran
Updated over a week ago

I cannot find a therapist on the appointment book. What should I do?

Find out why therapists go missing on your appointment book.
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Written by Urmilla Chandran
Updated over a week ago

How to deactivate an employee?

Learn how to ensure that old employees don't have access to Zenoti
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Written by Urmilla Chandran
Updated over a week ago

How to deactivate a therapist?

Learn how you can inactivate an employee profile.
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Written by Urmilla Chandran
Updated over a week ago

How to make an employee profile active?

Worried that an employee profile is not seen on the employee schedule or a therapist is not seen on the Appointment Book?
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Written by Urmilla Chandran
Updated over a week ago

If I rehire an employee, can I reuse the old employee record?

What stops you from reusing an old employee record while rehiring an old employee?
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Written by Urmilla Chandran
Updated over a week ago

How to change the username for an employee?

Learn how to edit or update the username of an employee.
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Written by Urmilla Chandran
Updated over a week ago

How do I send Appointment Confirmation Email to a Therapist?

Learn how you can CC a therapist on Appointment Confirmation emails.
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Written by Urmilla Chandran
Updated over a week ago

An employee of mine is not appearing on the Employee Schedule. What am I missing?

Why do some employees appear on the schedule and others don't?
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Written by Urmilla Chandran
Updated over a week ago

Can an employee check in and check out using Zenoti Mobile App?

Learn if providers can mark their attendance (clock in or clock out) using the mobile app
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Written by Urmilla Chandran
Updated over a week ago

Biometric Device Not Recognised by the Machine in Firefox

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Written by Urmilla Chandran
Updated over a week ago

How to create a monthly schedule for my employees?

Step-by-step guide to set up an employee schedule
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Written by Urmilla Chandran
Updated over a week ago

I want to add some new Block Out Time Types. How can I configure these?

Learn how to create new Block Out Time Type such as Unwell or Sick
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Written by Urmilla Chandran
Updated over a week ago

How to upload an employee’s picture on the Employee App?

How to have a therapist's photo appear at the time of booking online?
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Written by Urmilla Chandran
Updated over a week ago

How to Specify Services an Employee Can Perform?

FAQ on adding services to employees.
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Written by Urmilla Chandran
Updated over a week ago

Confirmation emails to guests about their appointments are not going out. Why?

Guests not getting their appointment confirmation emails?
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Written by Urmilla Chandran
Updated over a week ago

Why are all my service providers not showing up while booking?

Learn why all your therapists are not showing up while booking an appointment.
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Written by Urmilla Chandran
Updated over a week ago

What is price scaling?

When to use price scaling? From where to set up price scaling?
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Written by Urmilla Chandran
Updated over a week ago

I want to charge a higher amount when my senior staff perform a service. How do I do this?

Price scaling - percentage or absolute amount?
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Written by Urmilla Chandran
Updated over a week ago

How do I change percentage value of price scaling to absolute amount?

Change price scaling to absolute amount without any loss to employee earnings.
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Written by Urmilla Chandran
Updated over a week ago

Why are the figures in my Therapist Earnings report and Employee Commissions report not matching?

Therapist Earnings report, Employee Commissions report
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Written by Urmilla Chandran
Updated over a week ago

I can’t see an option to generate payroll for the current period, what should I do?

Can't see an option to generate payroll? Can't see your latest payroll cycle?
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Written by Urmilla Chandran
Updated over a week ago

How is Employee Utilization Calculated?

What is employee utilization percentage? What is Utilization %?
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Written by Urmilla Chandran
Updated over a week ago

Is Recovery Time a Part of Employee Utilization%?

Does employee utilization% include service recovery time?
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Written by Urmilla Chandran
Updated over a week ago

What is the Difference between Service Hours and Utilized Hours?

Learn about the how Zenoti calculates Service Hours and Utilized Hours.
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Written by Urmilla Chandran
Updated over a week ago

Is there a report that shows an itemized view of payroll?

Which report do I pull to view a list of each type of commission and gratuity that employees earn?
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Written by Urmilla Chandran
Updated over a week ago

Why does Zenoti show attendance calculation in decimals instead of hours and minutes?

Learn how tracking attendance in decimals (not hours and minutes) makes for easier calculations.
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Written by Urmilla Chandran
Updated over a week ago

What is the difference between Total Hours and Actual Hours in the Payroll report?

Total hours vs Actual hours - what do these terms mean?
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Written by Urmilla Chandran
Updated over a week ago

What is the difference between Employee Maximum Hours and Hourly Rate?

Employee Maximum Hours vs Hourly Rate - what are these?
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Written by Urmilla Chandran
Updated over a week ago

We are changing from paying our staff on a monthly basis to a weekly basis. How do I ensure that Zenoti captures payroll accurately?

Changing the frequency of your payroll? Learn how to make a smooth transition.
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Written by Urmilla Chandran
Updated over a week ago

Zenoti is not calculating payroll accurately. What should I do?

Payroll problems? Not seeing the expected figures in payroll? Here's how to troubleshoot.
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Written by Urmilla Chandran
Updated over a week ago

How does Zenoti handle redistribution of tips/gratuity when the corresponding services are refunded?

Learn what happens to employee earnings through tips and gratuity in case refunds are processed for the services delivered
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Written by Urmilla Chandran
Updated over a week ago

How to Use the Employee Productivity App to enter Guest Custom Data?

Follow these steps to enter Guest Custom Data using the Employee App.
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Written by Urmilla Chandran
Updated over a week ago

How do I identify my top staff performers?

Who are your best employees?
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Written by Urmilla Chandran
Updated over a week ago