Here, you'll find various options for managing and configuring employee-related information, roles, permissions, etc. Regularly checking this section ensures that your employee management aligns with your organizational needs.
The Employees page is critical for managing your team, communicating with them, and adding new members.
Navigation
To access the Employee Settings, follow these simple steps:
Click on your Avatar.
From the Sidebar select Settings
Go to Team > Employees
Employee Status and Messaging
Located at the top right of the page, you'll find:
Status Dropdown: Select Active, Inactive, or Both to filter your employee list.
Send Message Button: This feature initiates a two-step messaging process, including Preview, Attach, and Email Editor.
Adding New Employees
Clicking the blue + button prompts a sidebar form with several sections:
Personal Details: Includes fields for image, first name, last name, mobile phone, email address, and password.
Employment Details: Includes fields for services, position, role, certification, and employee tag.
Work Schedule: You can set daily working hours with toggles, start and end times, and align with company business hours.
Address: Includes fields for the full address, unit, city, state, zip, and address notes, along with a real-time Google Maps preview.
Note:
Always remember to make sure you turn on the check box for Send an email for app setup, to allow your team member to set up their WIZniche account.
Viewing and Managing Employee Information
Available Slots Indicator: Shows the number of occupied and available slots.
Employee List: Presents comprehensive information about each team member, with sorting and pagination options.
Employee Actions: Includes options to Edit, set Role Permissions and Page Permissions, view Email Verification Status, send Email for App Setup, and Delete
The Employee List provides detailed information, including:
Employee's Name
Role
Email Address
Tags
The Employee Actions allow for fine-grained control, including:
Role Permissions: Enables specific operational rights for each employee, such as Add/Edit Appointment & Estimates, Take Payment, See Prices, Print & Export, Online Booking Availability, and more.
If you want to learn about what role to give your employees, read this in depth guide on WIZniche Roles and Permissions:
Page Permissions: Manages which pages or sections the employee can view, such as Dashboard, Estimate, Settings, Customer, Property, Money, Appointment List, Assets, and Vendors/Inventory.
Email Verification Status: Displays the status of the email sent during the setup process.
The Send Email for App Setup button facilitates the app setup process for the employee, and the 'Delete' action button prompts a warning message for deletion confirmation.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.