Creating and managing employees in WIZniche is essential for efficiently organizing your workforce and assigning tasks. This guide will walk you through the process of adding a new employee, detailing every button, checklist, field, and toggle available in the interface.
Navigating to the Employee Management Section
Access the Sidebar: Locate the sidebar on the left side of your screen.
Select Settings: Click on the "Settings" option to expand its menu.
Select Employees: Click on the "Employees" option to open the employee management page.
Adding a New Employee
Click on + Employee: In the top right corner of the Employees page, click on the "+ Employee" button to open the new employee pop-up form.
Filling Out the New Employee Form
The new employee form is divided into several sections. Each section must be filled out to ensure the proper creation and management of the employee.
Login Details
Email Address: Enter the employee's email address. This will be used for login purposes.
Password: Set a password for the employee. Ensure it is strong and secure. The employee can change this password later.
Confirm Password: Re-enter the password to confirm.
Employee Details
Profile Picture: Click the circular icon to upload a picture of the employee.
First Name: Enter the employee's first name.
Last Name: Enter the employee's last name.
Mobile Phone: Enter the employee's mobile phone number.
Employment Details
Position: Select the employee's position from the drop-down menu. You can choose from existing positions or type a new one and press Enter to add it.
Services: Select the specific services the employee will be available for from the drop-down menu. This allows you to assign the employee to relevant tasks and appointments.
Certification: Enter any certifications the employee holds.
Employee Tags: Add tags to categorize or label the employee. You can select from existing tags or type a new one and press Enter to add it.
Role: Select the employee's role (e.g., Admin Support, Operator, Company Admin) from the drop-down menu.
Employee Availability
Set Company Business Hours as Employee Availability: Check this box if you want to set the employee's availability to match the company's business hours.
Custom Availability: If the employee's availability differs from the company's business hours, toggle and set specific availability for each day of the week.
Address
Address: Enter the employee's address.
Unit: Enter the unit number if applicable.
City: Enter the city.
State: Enter the state.
Zip: Enter the zip code.
Address Notes: Add any additional notes about the address.
Map: A map is displayed to confirm the address visually.
Additional Options
Send Email for App Setup: Ensure this checkbox is selected to send an email to the employee for app setup.
Saving the Employee
Save: Once all the fields are correctly filled, click the "Save" button to create the employee profile.
By following these steps and filling out all necessary fields, you can effectively create and manage employees in WIZniche, ensuring they are set up with the appropriate roles, services, and availability. This will help streamline your business operations and improve organizational efficiency.