Department & employee

Create, modify, or delete a department

The departments help organize your facility, assigning them employees who perform similar tasks. You can use departments to establish which employees are responsible for certain activities or duties

Create a department

Once you have created a department, you can assign an employee to that department at the time you are creating or editing their profile

From the main menu go to Settings> Departments and Employees
Click the + button
Enter the name of the department
Click on Save

Modify a department

From the main menu go to Settings> Departments and Employees
Click the department you want to edit
Update department information
Click on Save

Delete a department

From the main menu go to Settings> Departments and Employees
Click on the "" icon of the department you want to delete
Click on Delete
Confirm the operation by clicking Delete again

Create or delete an employee profile

Monitor the activities, manage roles or limit the privileges of every employee who works at your facility

Create an employee profile

Creating an employee profile involves associating that profile with that of its creator. Therefore, the most senior member of the department or his manager should be in charge of creating the profiles of his employees.

From the main menu go to Settings> Departments and Employees
Click on Employees
Click the + button
Enter employee details
Click on Save Your employee will receive an email explaining the procedure to complete the account setup. Only the profile owner has the ability to change first and last name
Select the department to which the employee belongs It is first necessary to create a department
Set employee permissions:
If the employee is not an administrator, select the privileges she should have under Permissions. N.B. The list of permissions will appear only if the user has the privilege
Check the Admin box to enable all permissions in the workplace. Users with the Admin role can also make significant changes to the system, therefore it is recommended to use it only for high-level employees N.B. if you select this option, you will not need to select any Permissions item
If the employee is managing cash, select the cashier to whom he will be assigned
It is necessary to create the cashier before being able to assign it
Click on Save

in-depth explanation of fields

Debit cards online: Debit card accounts via the payment portal
Configure the company: Access and change the structure settings
Configure services: Manage services and products and manually make changes to availability
Issue invoices: Enables the issuance of invoices
Manage companies: Create and manage company profiles
Manage Customers: Create and manage customer profiles. Employees who do not have this privilege will not be able to view customer data.
Manage employees: Create employee profiles and assign their permissions
Manage reservations: Create reservations and edit their details
Manage spaces: Change the status of a service
N.B. Employees who have this permission cannot create or delete spaces. If an employee needs to do this, they must be given the permission to Configure the Company.
Manage contracts with travel agencies: Create and manage travel agency profiles
Overbooking services: Create a reservation for a space category that has already been fully booked
Run Housekeeping: Change the status of a space

Delete an employee profile

Employees can access the dashboard even when they are not physically in the facility, so it is important to delete an employee's profile as soon as they terminate their contract at the facility Only employees with another degree of permissions can delete an employee's profile

From the Main Menu go to Settings> Departments and Employees
Click on Employees
Click the "" icon of the employee you want to delete
Click on Delete N.B. If you want to delete an employee who manages other employees, you must first associate his subordinates with another employee