New Employee Checklists
Front Desk Employees
To set up a new front desk employee, complete these steps in the recommended order.
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1. Create the Employee's Profile Create a profile for the employee. Use Employee Templates to quickly apply pre-configured settings. |
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2. Define Security Assign the employee security roles and Smart Centers that are related to the employee's job function. Tip: Once users have a profile and security role, they can log into Meevo and access the Meevo Academy to begin learning. |
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3. Enter Wage/Salary & Commission Details Enter the employee's hourly wage/salary, and/or commission structure. |
Setting Up an Employee's Earnings Understanding Commission and Overrides Understanding Payroll Deductions |
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4. Add the Employee to a Department Add the employee to the appropriate department(s). |
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5. Set Performance Goals Set goals so that you can track the employee's performance on the Goals Dashboard and on reports. |
Creating and Viewing Employee Goals Creating and Viewing Overall and Department Goals Using the Goals Dashboard |
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6. Define the Employee's Schedule Define a schedule with at least one paid Work Activity so that the employee appears in Payroll. |
Defining Employee Work Hours and Resource Use Copying Schedules |
Service Providers
To set up a new service provider, complete these steps in the recommended order.
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1. Create the Employee's Profile Create a profile for the employee. Use Employee Templates to quickly apply pre-configured settings. Note that if you use Online Booking, you'll need to make the employee available to clients who are booking online. |
Applying a Template to an Employee Profile Using Intelli-Booking |
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2. Define Security Assign the employee security roles and Smart Centers that are related to the employee's job function. Tip: Once users have a profile and security role, they can log into Meevo and access the Meevo Academy to begin learning. |
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3. Define the Services the Employee Can Perform Select the services that the employee performs, the time required to complete each service, and the price levels for that employee. |
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4. Enter License & Insurance Details Enter the employee's professional licenses and liability insurance details. |
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5. Enter Wage/Salary & Commission Details Enter the employee's hourly wage/salary, deductions, booking restrictions, and/or commission structure. |
Setting Up an Employee's Earnings Understanding Commission and Overrides Understanding Payroll Deductions Setting Up Commission Adjustments and Splits |
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6. Add the Employee to a Department Add the employee to the appropriate department(s). |
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7. Set Performance Goals Set goals so that you can track the employee's performance on the Goals Dashboard and on reports. |
Creating and Viewing Employee Goals Creating and Viewing Overall and Department Goals Using the Goals Dashboard |
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8. Define the Employee's Schedule Define a schedule with at least one bookable and paid Work Activity so that the employee can be booked for appointments and appears in Payroll. |
Defining Employee Work Hours and Resource Use Copying Schedules |
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9. Consider IP Restrictions If you've set up IP Restrictions, consider what kind of Meevo access this employee should be have when logging in from an off-site location. |
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10. Configure Alerts Set up alerts to notify this employee when a particular action relevant to their duties (such as a client checking in) is performed in Meevo. |
Manager
To set up a new manager, complete these steps in the recommended order.
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1. Create the Employee's Profile Create a profile for the employee. Use Employee Templates to quickly apply pre-configured settings. |
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2. Define Security Assign the employee security roles and Smart Centers that are related to the employee's job function. Tip: Once users have a profile and security role, they can log into Meevo and access the Meevo Academy to begin learning. |
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3. Enter Wage/Salary & Commission Details Enter the employee's hourly wage/salary, and/or commission structure. |
Setting Up an Employee's Earnings Understanding Commission and Overrides Understanding Payroll Deductions |
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4. Add the Employee to a Department Add the employee to the appropriate department(s). |
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5. Set Performance Goals Set goals so that you can track the employee's performance on the Goals Dashboard and on reports. |
Creating and Viewing Employee Goals Creating and Viewing Overall and Department Goals Using the Goals Dashboard |
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6. Define the Employee's Schedule Define a schedule so that you can schedule appointments with the employee and/or the employee can ring up sales through the Register. |
Defining Employee Work Hours and Resource Use Copying Schedules |
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7. Consider IP Restrictions If you've set up IP Restrictions, consider what kind of Meevo access this employee should have when logging in from an off-site location. |
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8. Configure Report Schedules Schedule the delivery of reports that are relevant to this manager's duties. |
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9. Configure Alerts Set up alerts to notify this manager when a particular action relevant to their duties is performed in Meevo. |
Alerts Manager and Alerts Log |