STX Cloud: Setup Workers

 

Setup Permissions

Create & edit permission profiles allowing access to pages or fields within the software to assign to each worker.  Select the Page Category and use the Select All or Unselect All options to check the boxes in each category.  Boxes can be unchecked or checked as needed individually.

 

Setup Compensation Scales

Create & edit compensation scales to be included as part of compensation methods. Compensation scales are used to pay workers based on goals or levels they achieve, increasing the commission percentage at each predetermined level.

Tip: Include a final level that goes up to 99999.99, or an amount that cannot be exceeded, to cap the levels.    

Basis: 

- Zero based pays the worker the full commission on the total amount they achieved at the end of the period.  

- Step based pays the worker incrementally the percent assigned to each level up to the total amount attained for that period.

 

Setup Compensation Methods

Create & edit compensation methods to be assigned to workers.  

Actions: Determine the type of mathematical calculation to be done with the Value.

Value: Identify what should be equated into the payroll method. Individual Hourly Wage & Salary amounts are entered during worker detail setup.

Number: Enter a percent or number here.

Update Sample Calculation: System will provide an example of the calculations to verify accuracy.

 


Setup Goals

Create & edit calculations for goals that will later be assigned to workers.

Actions: Determine the type of mathematical calculation to be done with the Value.

Value: Identify what should be equated into the goal method.

Number: Enter a percent or number here.

Update Sample Calculation: System will provide an example of the calculations to verify accuracy.

 

Worker Details

Information about the workers basic contact information, availability, services performed and added permissions within the software.  

 

Worker Profile

Create & edit worker profiles with contact information, login credentials and more.

Active Login: If active login is checked, the worker will have a unique login to the software.  If active login is not checked, the worker can receive retail commissions or track hours only.

First Name, Middle Name, Last Name: Worker First and Last initials will show on the appointment book.

Start Date: Determines the first day when appointment results can show worker as available.

Worker PIN: Unique 4 digit PIN to clock-in or clock out. PINs must be unique.

Username: Unique username to login to the software from the website.  

Display Order: Determines the order the workers appear on the appointment calendar and elsewhere in the system.

Legal First Name, Middle Name, Last Name: If worker goes by a name different than their legal given name, use these fields for reference.

Mobile Phone & Mobile Carrier: Worker may receive SMS text messages regarding the status of their appointments.  

Send Notification for Booked Appointment: Worker will receive an SMS text message for appointments booked by a worker or a client online.

Send Notification for Canceled Appointment: Worker will receive an SMS text message for appointments canceled by a worker or a client online. 

 

Services

Set the hours of operation for the worker and the services they are scheduled for in-store and online.

Schedule: Select the hours profile for the worker’s availability on the appointment book. Hour profiles are created in Setup > Setup Company > Company Hours.

Online Booking: Select the hours profile for the worker’s availability for online appointments.  Businesses sometimes identify separate online hours that may exclude the first hour of the day or weekends to obtain better control of their schedules.  Hour profiles are created in Setup > Setup Company > Company Hours.

Service Group: Select the service group to show a list of all related services.

Select All/Unselect All: These buttons will auto-check or uncheck all the Performs checkboxes. Users can uncheck or check boxes individually. If a worker provides this service, the box is checked.  

Select All Online/Unselect All Online: These buttons will auto-check or uncheck all the Online checkboxes. Users can uncheck or check boxes individually. If a worker provides this service and offers it to be booked online, the box is checked.  

Select Level: Select the service level established in Setup Services that correlates to this worker. Click “Apply Level” to assign the price and duration to the worker.  

Edit Worker Service Details: Click on a service name from the list to edit/customize the price, durations and service fees related only to this worker.

Repeat the service selection steps for each Service Group.

 

Other

Details pertaining to the workers pay structure, permissions and securities in the software.

Uses Time Clock: Check the box if the worker plans to use the time clock.

Worker Role: Select the workers role within the company as a reference field.

Allow Retail Sales: Check this box if the worker receives credit for retail sales.

Security Permission: Assign a permission set to the worker to specify their access to pages and fields within the software.

Hourly Wage: Hourly wage entered will sync with the compensation methods, if applicable.  

Salary: Salary entered will sync with the compensation methods, if applicable.

View Only My Appointments: Enabling this setting limits the worker to only view their appointment book.

Hide Client Contact Info: Enabling this setting hides client contact information from the worker.  

Can View Appt. Values/Check Out Totals: Enabling this setting to allow workers to view appointment values and check out totals.

Payment Gateway, Merchant Terminal ID & Shared Secret: Required fields for worker merchant credit card integrations and testing.

 

Goals

Assign specific and individual targets with timelines for the worker to be utilized by the Worker Goals report.

 
 
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