Employee Handbook

1. Employee Operations

• Access Your Dashboard

• Customize Your Account

• Declare Cash Tips

• Log in using PIN Received in Email

• I am Unable to Log in

2. Administrator Operations: Add Employee

• Add a New Employee

• Add General Information for a New Employee

• Configure Additional Details for Providers

• Enter Personal Information for a New Employee

• Set up Passcode for Employees

• Add Address Details for a New Employee

• Enter Login Information for a New Employee

• Enter Preferences for a New Employee

• Add Job Info for a New Employee

• Generate PINs for Employees from Employee Profile

• Set up Employee Roles

• Assign the Therapist Role to an Employee

• Set up a Catalog for an Employee

• Create a New Employee Profile by Cloning

• Create Jobs

• Define Jobs and Roles for Employees

• Create Jobs for a Center

• Set Targets for a Job

• Set Role-Based Access to Employee Details

• Specify Services an Employee Can Perform - Advanced Concepts

• Specify Services an Employee Can Perform from the Employee Level

• Set Up Employee Work Tasks

• Lock Employee Profile after Failed Login Attempts

3. Administrator Operations: Employee Profile and Preferences

• Modify an Existing Employee Record

• Customize Your Account

• Print a Therapist's Registration Number on the Receipt

4. Administrator Operations: Employee Check-In and Checkout

• Configure Alerts for Missed Employee Check Outs

• Edit an Employee's Check-In and Checkout Time

• Add a New Leave Type

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

• Enable the Biometric Device for Your Organization

• Enable Biometric Devices for Each Center

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

• Install the Zenoti Biometrics Application

• Configure the Zenoti Biometrics Application

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

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

5. Administrator Operations: Schedule Employees

• Set up an Employee Schedule: Overview

• Set Up an Employee Schedule

• Assign a Room to a Therapist from the Employee Schedule

• Set Up Employee Schedules - Best Practices and Tips

• Depute or Loan Employees to Other Centers or Locations

• Create Attendance Rules for your Center

• Create a Block Out Time Type

• Restrict Users who can Create Prescription Sets

6. Administrator Operations: Employee Performance

• Define Performance Metrics for Employees

• Use Educator Ratings - Overview

• Enable Educator Ratings for Your Center

• Mark Employees as Educators

• Enter Educator Ratings

7. Administrator Operations: Set Up Other Details for Employees

• Lock Employee Payroll Data after a Pay Period

• Scenarios: Lock Payroll Data after a Pay Period

8. Administrator Operations: Employee Commissions or Payouts

• Employee Commissions - An Overview

• Employee Commissions - Levels of Configuration and Impacts

• Employee Commissions - Before You Begin

• Configure Organization Level Settings for Employee Commissions

• Configure Center Level Settings to Award Commissions for Redo Appointments

• Flexibility to Generate Payroll Independently for each Center

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

• Configure Revenue Slabs Based Commissions at the Employee Level

• Configure Revenue Slabs Based Commissions at the Job Level

• What are Free Services in Zenoti?

• Configure Free Service Commissions

• Configure Service Commissions at the Service (Item) Level

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

• Configure Service Commissions based on a Flat Amount

• Configure Service Commissions based on a Percentage of Revenue

• Configure Service Commissions at Individual Employee Level - An Overview

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

• Configure Service Commissions at the Job Level

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

• Configure Service Commissions at the Job Level - Revenue Slabs

• Configure Membership Commissions at Individual Employee Level - An Overview

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

• Configure Membership Commissions at Individual Employee Level - Revenue Slabs

• Configure Membership Commissions at the Job Level - An Overview

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

• Configure Membership Commissions at the Job Level - Revenue Slabs

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

• Configure Package Commissions at the Individual Employee Level

• Configure Package Commissions at the Job Level

• Product Commissions - An Overview

• Configure Product Commissions at the Product (Item) Level

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

• Configure Product Commissions based on a Flat Amount

• Configure Product Commissions based on a Percentage of Sales Price

• Configure Product Commissions at the Individual Employee Level

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

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

• Configure Request Therapist Bonus

• Configure Employee Overtime

• Configure Employee Commissions at the Employee Level

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

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

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

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

• Create Discount Offers for Canceled and No-Show Invoices

• Set Up Commission Deductions - An Overview

• Set Up Commission Deductions for Services

• Set Up Commission Deductions for Invoices and Total Commissions

• Customize Payroll Settings

• Configuring Center Based Commissions

• Configure Tenure Based Commissions

• Understand Overtime Pay Exemption for Commissioned Employees

• Set Up Payout based on Employee Overtime Exempt Calculation

• Set Up Overtime Pay for Nonexempt Commission Employees

• Service Commission Incentive for Retail Sale

• Payroll allocation for providers who work in multiple locations

9. Administrator Operations: Employee Reports

• The Employee Dashboard: Overview

• Employee Payroll Summary Report

• Employee Payroll Details Report

• Employee Commissions Report

• Employee Hourly Pay/Service Commission Report

• Employee Tips Summary Report

• Employee Split Tips Report

• Employee Sales No Show/Canceled Report

• Therapist Earnings Daily Report

• Employee Performance Metrics Report

• Employee Sales Metrics Report

• Mentor Sales Metrics Report

• Employee Sales by Item Type Report

• Employee Attendance Summary Report

• Employee Attendance Details Report

• Employee Staffing Report

• Tips Adjustment Report

• Employee Attrition Report

• Employee Leaves Report

• Employee Overtime Summary Report

• Employee Block Out Time Details Report

• Employee Booking Productivity Report

• Support Staff Gratuity Summary Report

• Split Support Staff Gratuity Report

• Employee Utilization (Operational) Report

10. FAQ and Troubleshooting