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Configure employee work tasks

You can set up work tasks for employees so that employees keep track of all their action items in relation to guests. This goes a long way in ensuring the smooth running of your business. Further, you can specify whether Zenoti should create tasks for employees when guests do not come in for their scheduled appointments or when guests cancel appointments. In both these cases, the task is for the provider to call such guests and schedule appointments at the next convenient date. Providers can also create their own tasks - but in relation to a guest. They can track the progress of the tasks and set up completion dates.

Enable work tasks

Required roles: Administrator

Required permissions: None

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

  2. Search for and select the Enable work tasks setting from the Employee section.

  3. Click Save.

Set up work tasks

Required roles: Manager

Required permissions: Add and Edit permissions for Work Task

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

  2. Search for and select the Work Task Types setting from the Employee section.

  3. Click Add.

  4. 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.

  5. Click Next.

  6. In the Centers tab, select the names of the centers where these work task types should be available.

  7. Click Finish.

    The Work Task Type is created - you can now see three tabs - General, Center, and Employees for the Work Task Type.

    • 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.

    • In the Centers tab, you can see the names of centers you selected earlier where this Work Task Type is active. 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).

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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).

Update employee’s profile with the work tasks that they can perform

  1. At the center level, navigate to Employee > Employees > Name of the employee.

  2. On the General tab, in the Job info section, select employee work tasks.

    Note

    Based on the organization-level settings enabled for work tasks, you can also define hourly rates for the work tasks.

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