Create a job
This article explains how to create and assign job roles at the organization, zone, or center levels in Zenoti. You can use this feature to define specific job roles for your employees, assign them permissions, discount limits, commissions, service eligibility, and more. This article covers how to create a job and configure the various parameters across the available tabs.
Overview
Zenoti allows you to create and assign job roles that control how employees interact with the system and the services they provide. A job role can be customized with designations, targets, commissions, and service assignments. You can create these job roles at the organization, zone, or center level, allowing for flexibility across your business hierarchy.
Prerequisites
This feature must be enabled for your organization. Contact Zenoti Support to enable it.
Set up service categories, memberships, and packages in advance if you plan to assign them in job roles.
Key terms
Discount Limit Source: The basis on which discount limits are calculated (for example, fixed percentage or rule-based).
Service Assignment: Linking a job role to specific services an employee can perform.
Price Scaling Factor: A percentage increase or decrease applied to service price based on the employee’s job role.
Configure general details
Enter the job name and job code.
To set a limit to discounts on services, products, packages, memberships, and gift cards that employees with this job can offer, select the discount limit source and enter the discount limit.
To assign a color code to employees with this job, next to Color Code, select a color from the palette.
Select the Make two-factor authentication mandatory checkbox if needed.
To go to the Designation tab, click Next.
Add designations
Enter a designation and click Add.
To go to the Targets tab, click Next.
You can add multiple designations to the job.
Set targets
Enter monthly performance goals for employees in the following fields:
Service revenue
Services delivered
Product sales
Products sold
Membership sales
Memberships sold
Package sales
Packages sold
Gift card sales
Gift cards sold
Request %
Add-ons %
Membership conversion %
Membership billing conversion %
Campaign redemptions (Count)
Click Next to continue to the Commissions tab.
Add commissions
To add commissions that employees with this job can earn on service, free service, product, membership, package, and gift card sales:
Select the category, enter the revenue range and commission %, and click Add.
Click Next to go to the Services tab.
Assign services
Select services an employee with this job can perform. If you select a service category or subcategory, the employee can perform all the respective services.
Next to the applicable service, select the Service Assignment check box.
To add service commissions for employees with this job, in the Commission box, enter the commission in percentage or flat amount.
To add the absolute amount or price scaling factor for a service when performed by employees with this job, in the Price box, enter the absolute amount or the price scaling factor.
To configure the duration for a service when performed by employees with this job, from the Service time list, select the applicable service duration.
To go to the Memberships tab, click Next.
Set membership commissions
Add the commission an employee with this job can earn for selling a membership. You can add multiple membership commissions.
In the Name field, search for the required membership and select it.
In the Commission field, enter the commission as a flat amount (for example, 50) or as a percentage (for example, 15%).
Click Add.
To go to the Packages tab, click Next.
Set package commissions
Add the commission an employee with this job can earn for selling a package. You can add multiple package commissions.
In the Name field, search and select the Package.
Enter the Commission %.
Click Add.
Click Next to go to the Centers tab.
Assign centers
Select the Centers where this job role is applicable.
Click Finish.
Considerations
You may charge a higher price for a service when employees with this job deliver the service. For example, you usually charge $100 for a hair spa. If an employee with this job performs a hair spa, you charge $130. Then, you can define this higher price as an absolute amount (130) or as a price scaling factor (30%).
When you add a value for Discount Limit %, Pkg. Discount Limit %, Commission, Price, or Service Time for a service category, Zenoti considers the same value for the respective subcategories and services and also removes the existing values.Setting values like Discount Limit %, Commission, or Price at a category level will override existing values for all subcategories and services within it.