After you map employees to roles, you need to specify the services the employee can perform. This mapping is done especially for employees who discharge services to guests directly such as therapists, beauticians, and stylists. It is these employees who form the backbone of the wellness industry by performing services such as massages, body wraps, hair coloring, hair styling, pedicure, and manicure for guests.
By default, employees can perform services assigned to their job. However, if you have some employees who can perform some services over and above what is configured at their job level, use the Employee level to add these services for only those few employees. Use this approach as an exception to cover employee capabilities beyond what their job role describes.
- All employees need not perform services. For example, front office staff (receptionist role), managers (supervisor, marketing manager, and inventory manager roles), and accountants do not perform any services, but are important in the daily running of the business of your center. For such employees, you can skip this step of associating or mapping services to the employee.
- You can specify the services an employee can perform from the individual Employee level, Job level (from Employee > Employee > Jobs), and Services level (from Admin > Resources > Services > Resources tab). Read: Specify Services an Employee Can Perform - Advanced Concepts
Before you Begin
- Ensure that you have already set up Service Categories from Organization level > Admin > Categories > Services. Learn more: Create a Parent Category for Services
- Ensure that you have already set up Services from Organization level > Admin > Resources > Services > Add. Learn more: Create a Service
To specify services an employee can perform (at the individual employee level)
- Ensure that you are at the Center level.
- From the main menu, click Employee.
The Manage Employee window opens.
- Click Add.
The Create Employee window opens.
- Click the Services tab.
- Select the additional Services an employee can perform from the drop-down lists for each Service category. These are services the employee can perform beyond her job role.
Tip and Best Practise: Select specific services (avoid selecting a category or subcategory of service) as you can see from the following screenshot.
Here, Body Scrubs is a category of service - avoid selecting this category. Instead, select specific services such as Accupressure to ensure proper service assignments.
Similarly, select specific add-ons that the employee can provide. When the front desk books an appointment from the bottom panel for a service with an add-on, only those providers who can perform both, the main service and the add-on appear in the provider drop-down list.
6. [Optional]: Enter the Guest Cost, Shop Cost, and Labor Cost you want to deduct from commissions a particular employee earns.
Note: Zenoti deducts these costs from the service revenue before employee commissions are calculated.
Guest cost: If there was a cost involved in getting a guest to your center, such as when a guest comes to you as a result of a marketing event (say, a campaign), you may want to deduct part of the cost of running the campaign from the commissions an employee earns.
Shop cost: Shop costs are costs borne by the business in providing a service such as rent or mortgage, internet and phone bills, cost of maintaining a website, marketing costs, and insurance costs. You may want to deduct a part of this cost from the commissions an employee earns.
Labor cost: Labor costs are the costs the business bears for employee resources while they perform services. These costs include costs such as payroll and other taxes and benefits.You may want to deduct a part of this cost from the commissions an employee earns.
Important: Organization level settings to deduct guest, shop, and labor costs must be enabled for you to view these options in this screen.
7. [Optional] Add employee-specific Commissions (these are exceptions - that is, where you may want an employee to earn commissions over and above what is configured at the item level). Learn more: Employee Commissions: Levels of Configuration and Impacts
8. [Optional] Enter the price scaling for a particular employee under Price Scaling Factor. Price scaling is when you want to charge higher rates on services when a Senior employee performs a service.
9. [Optional] Select the time this particular employee takes to perform a particular service under Service Time. For example, assume that a Full Body Massage takes 45 mins to complete. This means, the Service Time at the Service level is marked as 45 mins. However, a junior therapist, Juliana, may take 1 hour to complete the same service. In this case, at the employee level (in Juliana’s profile) you must enter this Service Time as 1 hour.
10. [Optional] Configure exceptions to service commission deductions for an employee under Commission Deductions.
Note: These deductions are defined in the 'Deductions' tab at the Service level (service level settings). You can use this option to configure exceptions for this employee.
11. Click Save.
The employee can perform the additional services you specify on this screen (over and above what she can perform as part of her Job).
If you configure any commissions, deductions to commissions (guest, labor, shop cost), price scaling, and service time, Zenoti saves these details for the employee.