Depute employees
Guide to manage employee assignments across locations.
When an employee is deputed or loaned to work in another center, by default, the employee carries the same role as the base center to the other center. For example, if an employee has the therapist role in the base center, and is loaned to another center, Zenoti retains the therapist role in the new center too.
Important
When you create employee records in Zenoti, you can assign multiple roles in multiple centers to the employee. If the employee you are deputing or loaning already has a role in the other center, Zenoti accords the highest role to the employee in the other center.
Example: Assume the employee has the manager role in the base center and has the therapist role in the other center. In this case, Zenoti assigns the employee the manager role at the other center.
It is essential that you track deputations or periods when an employee is on loan to another location so that for the days the employee works at the other center, you do not lose data such as the employee's check in/check outs, services performed, and products sold.
Note
For the duration of the deputation, Zenoti tracks employee details at the center where the employee is deputed. This data is used as inputs for other essential administrative functioning and career growth aspects such as employee performance appraisals and calculating employee commissions.
Loan or depute an employee to another center
At the center level, click the Employee icon and navigate to Employees > Deputation.
In the Deputed From dropdown, select the center the employee is currently assigned to.
In the Employee dropdown, select the employee to be deputed.
In the Deputed To drop-down list, select the center to which the employee will be deputed.
In the Dates fields, specify the From and To dates for the deputation period.
Click Add.
Note
All employee data such as employee attendance, revenue, and utilization are tracked in the deputed center (other center) for this duration.
Deputing an employee to another center does not change their base center in the profile. The base center changes only when you update it from the employee profile on the Edit Employee page.
Remove or unassign an employee's deputation
At the center level, click the Employee icon and navigate to Employees > Deputation.
On the Manage Employee Deputation page, next to the name of the employee, click the red cross (Delete) icon.
Assign a new base center for an employee
At the center level, click the Employees icon and navigate to Employees > Employees.
Click the name of an employee.
Look for the Center field. This is the employee's base center.
To assign a new base center for an employee, from the Center drop-down list, select the center.