Adding a new employee

Follow these steps to add a new employee:

1. Open the Employees form if it is not already open.
2. Click the New button in the PetLinx ribbon.
3. Enter all information as required. In the Commission section, if the employee will be earning commission from service sales (Grooming module only) then enter the commission percentage in the “Service Sales” field. Likewise if the employee will be earning commission from retail sales then enter the commission percentage in the “Retail Sales” field. Retail commission is earned when the employee is chosen in the “Served By” drop-down in an invoice.
4. If you are using the Grooming module you can set up the employee to be a groomer by ticking “Is a Groomer” in the Grooming section. Employees marked as groomers will appear in groomer drop-downs and have a column for bookings in the Grooming Calendar. You can manually define the groomer’s work days and start and end times, or default them to the standard business hours (as defined in the System Options form, Grooming tab) by clicking the “Match Times to Business” button. These settings define what times and days will be blocked out in the Calendar for the groomer. Further options for the groomer include setting the lunch hours that will block out that time in the Calendar, and the colour that the groomer will appear in the Calendar. You can also define a maximum number of pets for the groomer to handle each day; if set you will be alerted if the number of bookings created for the groomer on a given day exceeds the number. Finally if using the Online Portal, you can choose if the groomer is available to be selected when the customer makes a booking request, and what the groomer’s name should be displayed as.
5. If you are using the Desktop Network or Cloud editions, you can enable the new employee to be a user of PetLinx in the Security tab. Tick the “Is a System User” checkbox, enter their login name, select the security group required, and enter a suitable password. The “General User” security group is a restricted group and does not have access to the Employees form, whereas the “System Administrator” group has full access for all activities in PetLinx. The permissable activities for users in the General User group can be configured in the System Options form, Security tab.
6. If you are using the Cloud Multi-Location edition, there are a couple of other fields to take note of. Above the employee’s name, set the employee’s location. The employee will appear in employee lists and groomer lists (if a groomer) for that location. If the employee has a PetLinx login, in the Security tab you can restrict the employee to accessing data within their location with the “Restricted to maintaining data in ther location only” tickbox. Without this field ticked, the employee will be able to access all locations data including making bookings and invoices for other locations.
7. Click the Save button in the PetLinx ribbon.