Create employee

Enter the Employee Code (auto-generated if enabled).

If your organization has enabled auto-generation of employee codes, the code is generated automatically and cannot be edited. If an employee profile is created with an auto-generated code, the Auto-generate employee code setting cannot be disabled for your business.

Enter the complete First Name and Last Name.

Add a Nickname (visible in Appointment Book and Queue).

Enter Name (Appointment emails/messages).

Enter Email and Mobile Number.

Make sure to enter the exact email address for the employee as the employee profile is mapped using email addresses. 

When adding a phone number, click the drop-down menu to update the country code and select the desired country. You can also enter the region code manually, and the field automatically recognizes the associated country. 

Zenoti sets the correct range and format for the phone number based on the selected country or region code. If a phone number begins with 0, Zenoti excludes the 0 from the digit count. For example, if a phone number requires 10 digits and the user enters 09876543211, then Zenoti automatically removes the leading 0 from the phone number.

Click Activate to link the email to the employee profile.

Select Gender and Pronouns (optional).

To add a new pronoun, enter it in Enter Custom Pronoun and click Save.

Enter Profile Details and click Save.

Use this field to record internal notes, such as service preferences or restrictions. For example, ‘No children’s hair services’. Notes are visible only to staff and are not printable. Each note is limited to 256 characters. This is visible in the employee details window in the Appointment book.

Enter the Employee Address (optional).

Enter the employee's Username.

The email address entered by the employee is the default username for the employee profile.

 You can change the default username after accessing your employee profile.

To use org-level defaults, select Use default configuration (inherit).

You can also choose to Enforce 2FA or Bypass 2FA which will override organization level, job level, and security role settings. For more information regarding the settings for two-factor authentication, refer to employee password rules.

Click Generate and Email PIN.

This option is visible only when PIN login is enabled at org and center levels. Click here to learn how to configure it. 

Alternatively, from the top-right menu click Edit Profile to open My Dashboard, then choose Generate and Email PIN. You can also set your own PIN by selecting Set PIN and confirming with your password.

Select a Job from the list of available options.

You must create a job at the organization, zone, or center level. To view the available options in the Job field, enable the organization-level setting for work tasks. For more information, refer to create a job.

Set the Effective From date for the job.

To check the employee's profile update history, click the Audit  icon. The Employee Profile Audit provides the details of the employee profile.

Enter Designation, Company Info, Work Hours, and Break Hours.

Click Select work tasks, choose from the list, and click Save.

A work task in Zenoti is a specific duty assigned to employees to manage daily operations efficiently. The work tasks appear only when you have created employee tasks at the organization level. For more information, refer to manage work tasks.

Enter the Start Date.

The start date marks the day on which the employee starts working for the business.

Enter the Tenure Start Date for commission tracking.

Employee commission will be calculated from the tenure start date. If the field is empty, the commission calculation will be disabled. For more information, refer to configure tenure-based commissions.

Set the Employee Booking Interval.

This duration is the standard booking gap while creating a booking for the employee on the Appointment Book, Bottom Panel, and Booking Wizard. Booking intervals refresh after every block out time, helping businesses manage bookings efficiently.

Select Enable Booking only with previously serviced guests to ensure employees are scheduled only with guests they have previously serviced.

Enter the Salary and set the Effective From date.

Click Define hourly rate by work task, select tasks, assign rates, and click Save.

You will see the option to add hourly rate by work tasks only if the Manager and employees can select work tasks at the time of check-ins, and the manager can assign pay rate by work task organization-level setting is enabled. For more information, refer to configure employee work tasks.

Enter Hourly Rates for vacation, holidays, and extra hours.

It is important to consider that salary, hourly rate, and overtime are calculated independently and do not influence each other.

Configure Overtime:

To set the date from which the overtime calculation is effective for the employee, select the Effective from option for the Overtime field.

Enable Include in payroll to retain the compensation or commission details in the employee's payroll.

If this setting is disabled in the employee profile, the employee will not be included in the Employee payroll report.

Enter Request Therapist Bonus to award a bonus to the employee when specifically requested for a service.

This field is only visible when the required center-level setting is enabled. For more information, refer to configure request therapist bonus. Employees receive a commission based on their job role, as specified in the Job - Commission tab. Additionally, it is possible to grant an extra commission bonus, either as a fixed amount or a percentage of sales.

Enable Eligible for additional commission bonus to enable an additional commission bonus for an employee.

Keep the setting unchanged if you do not intend to modify the standard commission value.

Enable availability for each day (e.g., Monday).

Click Add Slot +, set Start and End Times.

To add more slots, repeat the step (up to 5 per day).

To remove a slot, click Delete.

Enter Culture and Language Preferences.

Add Tags to associate with the employee.

You can search for a therapist based on tags from the Appointment Book.

Enable or disable the following notification settings:

Enter an Access Code to lock the Employee and Manager apps automatically after a guest submits the feedback form.

When the access code is enabled, guests do not gain access to other screens in the apps. Employees must unlock the apps using the Access Code to continue use. 

The Access Code field is available only when you enable the Access Manager Productivity App notification for the employee.

Enter a Keyword to make the employee searchable in Appointment Book.

Fill out any Additional Details.

Enable Send confirmation email/text to guests to notify guests when they book a service for this employee.

Select the Center.

Select the Role.

Click Add Role.

To delete a role:

Select the Service Assignment checkbox.

In the Commission box, enter flat or percentage value.

Zenoti gives priority to service-level commissions, employee-level commissions, and job-level commissions, respectively.

In the Price box, enter a fixed amount or scaling factor.

You may charge a higher price for a service when this employee delivers the service. For example, you usually charge $100 for a hair spa. If this employee performs a hair spa, you charge $130. Then, you can define this higher price as an absolute amount (130) or price scaling factor (30%).

Enter Guest Cost, Shop Cost, and Labor Cost.

For more information on commission deductions, refer to the links mentioned below:

From the Service time list, select service duration.

In Commission Deductions, click Edit.

Select the deduction and enter the deduction value in a flat amount or percentage.

Click Add.

Select the Available Online checkbox for relevant services.

Search for the applicable Membership.

In the Commission box, enter the commission as a value (flat or %).

Click Add.

Search for the applicable Package.

In the Commission box, enter the value (flat or %).

Click Add.

Set Cancellation commission scaling factor and No-show scaling factor.

These values determine the percentage of commission an employee can earn when a service is canceled or marked as a no-show.

Enable Use job level commissions when employee slabs are deleted to enable employee or service provider commission to be applicable at job levels.

This setting is useful when employee-level commissions are removed or not applied.

Choose the type of commission you want to apply.

There are two types of commissions that you can configure:

To add commission slabs, select the appropriate Category such as free services, products, memberships, packages, or gift cards.

Enter Revenue Range.

Enter Commission %.

Click Add.

Repeat this process to define additional slabs as needed.

To configure commission deductions, scroll down to the Commission Deductions section.

Select the Category for the deduction.

Choose the deduction type: On total commission or On each invoice.

On total commission is the type of deduction applied to the entire commission amount earned by the employee or sevice provider. It is useful for applying a consistent deduction across the total earnings from commissions. 

On each invoice is the type of deduction applied to the commission earned from each individual invoice. It is useful for applying deductions on a per-transaction basis, ensuring that each sale or service rendered for an invoice, has the specified deduction applied.

Enter the Description for the deduction.

Input the Deduction amount and select whether it is a flat value or a percentage using the type dropdown.

Click Add.

Once all commission levels and deductions have been configured, click Save to finalize the setup.

Enable the following:

This setting is enabled by default if the employee’s base center operates in Queue mode at the time of employee creation. When enabled, guests can book the employee via a kiosk. If enabled, this employee's availability will also be considered in wait time calculations. Wait times dynamically update for guests in the kiosk and for the front desk in Queue mode.

Enter the Display Name and Description.

Upload a profile picture:

To update the profile picture later, repeat the steps above.

Click Finish.