F118: Basic Employee Functions

April Fisk -

Covers setting staff hours, working with the employee time clock, and viewing employee sales and commissions reports.

Setting Staff Hours
Setting the staff hours that employees normally work will help to keep schedules straight.

It also assists when scheduling employees as Fit Pros to service sessions - if a session is accidentally schedule outside of an employee's normal working hours, the system produces a warning message.

  1. Select Employee . View All, then click on the employee's name; this takes you to their record.
  2. Click on the Staff Hours icon in the Relate Bar:

  1. You will receive a screen allowing you to set working hours for each day of the week:

  1. In the following example, availability for an employee is set as follows:
  2. Saturday and Sunday - Not available to work (Closed option)
  3. Monday, Wednesday and Friday - Available continuously from 9am to 5am (Open option)
  4. Tuesdays and Thursday - Available on a split schedule: 9am to 11am in the morning, and 7pm - 9pm in the evening (Split option).
  5. Take a look at how this information is entered below:

  1. Exceptions to working hours can also be added. Simply click the Exception tab, then click the Add Exception button.
  2. In the example below, it is indicated that on 18-Jan-2012 the employee will be unavailable from 9am until 10am because of a doctor's appointment:

Time Clock
To clock an employee in or out:

  1. Select Employee > View All, then clock on the employee's name; this takes you to their record.
  2. Click on the Time Clock icon in the Relate Bar:

  1. Clock the employee in/out using the Clock In/Out button:

     To view, edit, or delete an employee's work history:

  1. Select Employee > View All, then click on the employee's name; this takes you to their record.
  2. Click on the Time Clock icon in the Relate Bar:

  1. Click View History:

  1. The employee's work history will be shown. Each entry has an Edit and Delete option in the columns at the far right:

Sales and Commissions Reports

  1. Select Employee > View All, then click on the employee's name; this takes you to their record.
  2. To view a Sales report, click on the Sales icon in the Relate Bar:

  1. To view a Commissions report, click on the Commissions button in the Relate Bar:


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