Employee Categories
Employee Categories are a way to group employees, usually by job function. The Employee Category field is mandatory on Employee/User profiles and Employee Templates, so all employees will have at least one assigned category (but employees can be assigned to multiple categories).
Details on Employee Categories
- Some Meevo reports allow you to filter on Employee Categories, making it easy to select an entire department.
- Meevo reports will group data by Employee Category, allowing you to compare sales and performance within and across categories.
- Employee Categories have no impact on the services an employee can perform.
- An employee profile and Employee Template must have at least one Employee Category assigned, so it is necessary to create Employee Categories before you create employee profiles.
Adding an Employee Category
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.
- To get to Employee Categories, type empcat into the Convobar, or go to Meevo > Data > Employee Categories.
- From the Employee Category search form, select Add New.
- Enter a Display Name and an optional Description
- Appointment Book Hotkey: Select in the text box and enter a letter that will be the assigned hotkey for this category. After saving, you can use this hotkey in the Appointment Book to filter employees by those assigned to the category. Note the following:
- When saving, Meevo will validate your selection if that shortcut key is already in use. If it is in use, you will be prompted to select another key.
- These custom shortcut keys will appear in the Employee Categories search results, in the far-right column.
- Employees: This is a list of all employees who are assigned to this Employee Category.
- When finished, select Save.
Business Types in Central Office
Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.
Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.
Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office.
Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.
Assigning an Employee Category
Employee Categories are assigned from the Main tab of an employee profile.
Viewing employees that are assigned to a category
You can view which employees are assigned to a particular category from two places:
In the Employee Categories maintenance form
- Locate the Employee Category and select it.
- In the maintenance form, view the Employees section. This is a list of all employees that are assigned to this category.
In the Appointment Book
- Open the Appointment Book using the Convobar or go to Meevo > Appointments > Appointment Book.
- Select Filter.
- Select at least one option from the Employee Category drop-down.
- Select Apply to apply the filter and view the employees that belong to the selected category.
Editing an Employee Category
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.
- Locate the Employee Category and select it.
- Select Edit, and make your changes.
- When finished, select Save.
Inactivating or reactivating an Employee Category
When you inactivate an Employee Category:
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
To inactivate or reactivate an Employee Category:
Note: An Employee Category cannot be inactivated if it is associated with an active employee.
- Locate the Employee Category and select it.
- Select Edit.
- Select the switch to toggle it to Active or Inactive.
- Select Save.
Deleting or undeleting an Employee Category
When you delete an Employee Category:
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
To delete or undelete an Employee Category:
Note: An Employee Category cannot be deleted if it is associated with an active employee.
- Locate the Employee Category and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.