Employees often perform a variety of tasks beyond their principal job. In Zenoti, these are called Work Tasks. Employees must check-in and checkout separately for each such task to maintain an accurate work log.

Before You Begin

You must have the following configurations in place before you can set up work tasks.

  • A manager 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

  1. Ensure that you are at the organization level. 

  2. Ensure the administrator has the Add and Edit permissions for Work Task enabled.  

  3. Ensure that the organization level setting, Enable Work Tasks is enabled.

  4. Navigate to Employee > Settings > Work Task Types

  5. Click Add

  6. In the General tab, enter a Name, Code, and Description for the Work Task Type.
    Example:
    Name: Trainer - New Hires
    Code: TR100
    Description: Employee takes training sessions for new hires.

  7. In the Centers tab, select the names of the Centers where these Work Task Types should be available. 

  8. 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). 

See Also

Edit an Employee’s Check-in and Checkout Time

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