The following table describes the permissions available to manage employees at your organization. You can configure these permissions for any role in your organization.

Navigation

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Security Roles.

  3. Select the desired employee role.

  4. Go to the Permissions tab.

  5. Expand the Employee Manager section.

Permissions and Descriptions

Name

Description

BreakCategory

Type of break or block out time used by employees during a working day when they are taking a break from their regular duties.

You can control the following permissions for Break Category:

  • Add: Users with this permission can add a break or block out time. Read: Create a Block Out Time Type

  • Edit: Users with this permission can edit a break or block out time.

  • Delete: Users with this permission can delete a break or block out time.

Commission Settings

Refers to the commission-related settings in the employee profile (Center level > Employee > Employees > Name of the employee).

Edit: Users with this permission can edit Guest Shop, Shop Cost, Labor Cost, Commission, Commission Deductions under Services tab of the employee profile.
Users can also edit the commission-related settings under the Products, Memberships, Packages, Pay rates, and Commissions tabs of the employee profile.

View: Users with this permission can view Guest Shop, Shop Cost, Labor Cost, Commission, Commission Deductions under Services tab of the employee profile.
Users can view the commission-related settings under the Products, Memberships, Packages, Pay rates, and Commissions tabs of the employee profile.

Customer Messaging

Refers to the Intercom conversations between employees and Zenoti Support.

  • Enable Conversations and Notifications: Users with this permission can send and receive messages from Zenoti Support.

  • Enable only Notifications: Users with this permission can only receive marketing messages from Zenoti (via Intercom).

Employee

Refers to the general details of an employee, the roles assigned, and the catalog details that include the employee’s qualifications, areas of specialization, and work experience.
(General tab, Roles tab, and Catalog tab in an employee record from the Center level > Employee > Employee).You can control the following permissions for Employee:

  • Add general settings: Users with this permission can add general employee details when creating a new employee record such as personal information, login information, job information, and preferences.

  • Add commission settings: Users with this permission can configure employee commissions when adding a new employee.
    If this permission is enabled, the following tabs appear when creating a new employee: Services, Products, Memberships, Packages, Commissions, and Pay rates.

  • Delete: Users with this permission can delete an employee’s record.

  • Manage Payments Accounts: Users with this permission can add and configure payment processors for a center or organization.

Employee Services

Refers to details about employee-service associations.

  • View: Users with this permission can view Price Scaling Factor%, Service Time, and Service Assignment under the Services tab of an employee profile.

  • Edit: Users with this permission can edit Price Scaling Factor%, Service Time, and Service Assignment under the Services tab of an employee profile.

General Settings

Note: This permission is for viewing and editing existing employee details. For adding details for a new employee refer to the Employee permission above.

General settings consist of employee details such as personal information, login information, job information, and preferences.

  • View: Users with this permission can view the details under the General tab of an employee profile.
    However, this tab also has sensitive information regarding employee earnings such as salary, hourly rate, and overtime. Users with this permission cannot view compensation related information as outlined in the Compensation information permission below.

  • Edit: Users with this permission can edit the details under the General tab of an employee profile.

  • Compensation information: Users with this permission can view Salary, Hourly Rate, Overtime, Eligible for additional commission bonus, Request Therapist Bonus, Employee pay using hourly pay and service commission comparison under the General tab of an employee profile.

  • Job information: Users with this permission can view the Job info section of the employee profile and the Job column in the Manage Employee page.

HR Settings

Refers to settings for Attendance Rules, Performance, Pay Period, and Tenure (Center level > Employee > Settings).

  • Edit: Allows editing the settings configured for the employee.

  • View: Allows only viewing the settings configured for the employee.

Jobs

Employees perform various tasks in the day-to-day functioning of a business in exchange for a pay or a salary. These tasks, grouped by similarity of function, are called jobs in Zenoti.

You can control the following permissions for Jobs:

  • Add: Users with this permission can create a job. Read: Create Jobs

  • Edit: Users with this permission can edit the details of a job.

  • Delete: Users with this permission can delete a job.

  • View Commissions: Users with this permission can view the Commissions, Memberships, and Packages tabs of an employee profile. They can also view the Commissions column under the Services tab of an employee profile.

  • Edit Commissions: Users with this permission can edit the Commissions, Memberships, and Packages tabs of an employee profile. They can also edit the Commissions column under the Services tab of an employee profile.

LeaveTypes

By default, you can assign an employee a leave status of Leave, Special Leave or Weekly Off. If you require additional leave types, such as Sick Leave or Maternity Leave, you can add these in the Employee module.
Read: Add a New Leave Type

  • Add: Users with this permission can add new leave types.

  • Edit: Users with this permission can edit a leave type.

  • Delete: Users with this permission can delete a leave type.

Other Settings

Refers to a few other employee-related settings and the ability to carry out these tasks.
You can control the following permissions for Other Settings:

  • Check_in_out: Users with this permission can check-in and checkout employees from the Appointment Book after authentication.
    Read: Check In and Check Out Employees Using the Appointment Book

  • Schedule: Users with this permission can view the employee schedule option (Center level > Employee > Employee > Schedule). Such users can also set up employee schedules for the Day, Week, or Month. Read: Setting up an Employee Schedule – An Overview

  • Deputation: Users with this permission can add deputation details from the center level > Employee > Employee > Deputation.
    Read: Deputing or Loaning Employees to Other Centers or Locations

  • Edit Employee Code: Users with this permission can edit employee codes from the General tab of an employee profile.

  • Enrollment: Users with this permission can enroll employees using a biometric device.

  • Allow add card Mail/Telephone: Users with this permission can collect payments for MOTO (Mail Order or Telephone Order) transactions.
    Note: MOTO payment: This payment option is used very rarely.

  • Edit Username: Users with this permission can edit the employee username from the General tab of the employee profile.

  • Export Employee: Users with this permission can export employee profiles using Excel, PDF, or CSV options.

  • Update Check-in: Users with this permission can edit an employee’s check in and checkout time from center level > Employee > Employee > Check-in.

  • Mentor: Users with this permission can act as mentors or educators to review employee performance.

  • Add Mentor Ratings: Users with this permission can add mentor ratings.

  • My Schedule: Users with this permission can view their schedule from their Android mobile devices.

View Employee Reports

Refers to the ability of users to view Employee Reports at the center or organization level, as applicable (center/organization level > Employee > Payroll Reports/Other Reports).

You can enable or disable the permission to view the following report sets:

  • Commission

  • Performance

  • Team

  • Time

  • Sales

  • Attendance

  • Payroll

  • Tasks

Work Tasks

  • Add: Users with this permission can add a Work Task for employees.

  • Edit: Users with this permission can edit a Work Task for employees.

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