Employees are usually paid based on an hourly rate for the principal skill that they perform as part of their job. For example, a stylist, Susan is paid say, $10 per hour for performing her job as a stylist. However, things get more complicated when employees like Susan perform multiple tasks.
For example, if Susan also works as a trainer for junior stylists and as an event host at a marketing event,in both these cases, Susan must be paid a different hourly rate - say, $5 and $3 respectively. For accurate payroll processing therefore, managers (or users with permissions) must maintain a detailed account of check in and check out hours against each of these tasks or “Work Tasks” the stylist performs.
Administrators must define work tasks such as Trainer, Mentor, or Event Host for tasks that employees undertake beyond their principal job or task. In Zenoti, these are called Work Tasks. Employees must check-in and checkout separately for each such task so that an accurate log of their work is maintained in Zenoti - this helps towards accurate payroll calculations.
Before You Begin
You must have the following configurations in place before you can set up work tasks.
- An administrator must have the Add and Edit permissions for Work Task to be able to create Work Tasks for employees (Admin > Organizations > Organization > Security Roles > Name of the security role> Permissions tab > Employee Manager).
- An administrator must enable the organization level setting Enable Work Tasks (Admin > Organization > Organizations > Settings > Employee). After an administrator selects this setting, the option Work Task Type appears in the Employee dashboard at both, the organization and center levels (Employee > Settings > Work Task Type).
Important: Only users with permissions at the organization level can add Work Task Types.
To set up a Work Task Type
- Ensure that you are at the organization level.
- Ensure the administrator has the Add and Edit permissions for Work Task enabled. (See the section Before You Begin for more info).
- Ensure that the organization level setting, Enable Work Tasks is enabled. (See the section Before You Begin for more info).
- Navigate to Employee > Settings > Work Task Types.
- Click Add.
- In the General tab, enter a Name, Code, and Description for the Work Task Type.
Name: Trainer - New Hires
Description: Employee takes training sessions for new hires.
- In the Centers tab, select the names of the Centers where these Work Task Types should be available.
- Click Finish.
The Work Task Type is created - you can now see three tabs - General, Center, and Employees for the Work Task Type.
a) In the General tab, you will find that by default, the Work Task Type is active (the checkbox Active is selected).
Tip: Clear this checkbox if you don’t want a particular Work Task Type to appear in the selected Center/Employee profile.
b) In the Centers tab, you can see the names of centers you selected earlier where this Work Task Type is active. c) In the Employees tab, you will see that no employees are listed. This is because, administrators need to update each employee’s profile with the work tasks that they can perform from individual employee profiles (Center level: Employee > Employees > Name of the employee > General tab > Job Info section > Select Employee Work Tasks).
Next step: Important: Users with appropriate permissions can then check-in and checkout employees for these work tasks only while editing a check-in and not during actual check-in (from the Employee Check-In Screen).