FAQ and troubleshooting
How does the employee lock work when employees are on loan and the organization-level setting “Do not consider other center invoices for payroll in base center” is on/off?
The organization level setting, Do not consider other center invoices for payroll in base center is turned ON (that is, an employee will get paid in the center they are deputed to or where they are on loan)
Employee lock is ON in center A and employee lock is OFF in center B, then:
Case 1: An employee from center B is deputed to center A.
Since employee lock is ON in center A and center A pays for the deputed employee, attendance details of the employee from center B will must be locked.
Case 2: An employee from center A is deputed to center B
Since employee lock in center B is OFF and center B pays for the deputed employee, attendance details of employee from center A will not be locked.
The organization level setting, Do not consider other center invoices for payroll in base center is turned OFF (that is, an employee who is deputed to another center or is on loan to another center will get paid only in the base center)
Employee lock is ON in center A and employee lock is OFF in center B, then:
Case 1: An employee from center B is deputed to center A
Since employee lock is ON in center A and center A is responsible for the attendance details of the deputed employee, attendance details of employee from center B will be locked.
Case 2: An employee from center A is deputed to center B
Note that the employee lock for center B is OFF. However, center A pays for its own employee and employee lock for center A is ON. In this case, the attendance details of the employee from center A will be locked.
How does the employee lock work with the financial lock?
Assume that your pay period is from 1st March to 31st March.
How the financial lock works: If the financial lock is set to 5 days then, on 6th April, Zenoti locks the data for 31st March; Zenoti also locks the data of the previous days in a rolling manner with each passing calendar day.
How the employee lock works: If the employee lock is set to 5 days, then on 6th April, the entire pay period, 1st March to 31st March is locked.
In summary, the financial lock is more restrictive since it will keep locking on a rolling basis with every passing calendar day whereas the employee lock applies only after every pay period.
I cannot find a therapist on the appointment book. What should I do?
There could be different reasons why you are not able to find a therapist on the Appointment Book or Webstore or why your therapist seemingly disappeared.
Check whether:
You have set up the schedule for the therapist from Employee > Employees > Schedule.
You have set up the employee with the appropriate role (Therapist) from Employee > Employees > Employees> Employee name > Employee Role tab. Read: Manage employee roles
You have changed the role of the employee. For instance, you may have set up Employee Schedule for Therapists. But you may have changed/ updated an employee from Therapist role to another role such as Manager and you may not have set up Employee Schedules for this role.
You have defined multiple roles for the therapist. It could be that when you set up employee schedules for therapist using the Role filter on the Employee Schedule page, this employee had some other role and you gave the Therapist role to this employee at a later date.
The employee is active. For this, ensure that the employee does not have an End Date recorded under Employee > Employees > Employees > (Name of the employee) > General tab > Job info section > End Date must be blank. Read: Add a New Employee
The therapist is marked as on Leave for the given day from the Employee Schedule. If yes, change the status to Working.
The therapist is on deputation or on loan to another center. Read: Depute or Loan Employees to Other Locations or Centers
There are duplicate records for the therapist - possibly the name of the therapist spelt differently or perhaps, the mobile number of the therapist varies between two or more records. If this is the case, identify the accurate employee record and then delete the duplicate record.
What is the hierarchy of performance goals at different levels?
You can track employee performance using Goals/ Targets configured at three different levels. Note that Zenoti calculates the performance of an employee based on a hierarchy as follows:
Employee level
Employee’s Job level
Center level
This means if goals are set at the employee level - it takes precedence over all other goals set at the other levels. In other words, if goals are set at the employee level, goals set at the other levels are of no consequence. Employee performance in such a case is measured based on targets set at the employee-level only.
It follows that job-level goals come into play only if employee-level goals are not defined. Lastly, the center-level goals come into play only if both employee-level and job-level goals are not set.
Where can you set up these targets for each level ?
For the Employee level you can set targets from Employee > Employees > Employee Name > General > Target Revenue.
For the Employee’s Job level you can set targets from Employee > Employees > Job > Targets. In this case, all employees with the same job have the same target.
For the Center level, you can set goals by clicking the Configuration icon, and searching for the Performance setting from the Employee section.
Tip
The small green and red arrows (next to the figures in the report) indicate whether the employee has exceeded or fallen short of the Goal set for that metric.
Examples:
Scenario 1: When only Employee Job level targets are defined.
Assume that the Therapist job has the following targets defined:
Service Revenue – $3000, Services Delivered 25
If an employee with this Job generates a service revenue of $2100, then it means the employee is falling short of the Target ($3000). At the same time, if the same employee delivered the service 26 times, it means that the employee exceeded the Target for this parameter.
Scenario 2: When only Center level goals are defined, the same goals apply to all employees.
Assume that a Center has the following goals defined:
Service Revenue – $1000
If an employee generates service revenue of $1200 and another employee generates a service revenue of $900, it means that one employee is exceeding the target set while the other is falling behind.
Scenario 3: If settings have been configured at both, Employee Job level and the Center level, Zenoti considers only the Employee Job level settings.
In this case, if an employee with the job Therapist generates a service revenue or $2100, this employee is well short of the Target set for employees with the job Therapists ($3000 is the Target).
Note
The same employee with the same performance (Service revenue $2100) exceeds the Target ($1000) set for this parameter at the Center level.