Employees in a multiple location account
Does your business have multiple locations? You can manage all of them in just one account, our Multi Location account type.
In a multiple locations account you don't need an additional employee if that employee works at different locations on different days. You can schedule an employee for two different locations, so its not necessary to add the same employee twice.
In this article we’ll explain how to merge two of the same employees and which data you have to check.
❗️Attention:
Does an employee work at 2 locations in 1 day? An additional employee is then required for this.
Does an employee work at different locations on different days? Then no additional employee is needed for this.
Schedule an employee for two different locations
You can choose which locations an employee works at in the employee settings.
This means that it's not necessary to add the same employee twice.
How to merge two of the same employees
Do you have a duplicate employee in your account? Please contact us our customer support so we can help you merge the two employees.
Example:
>> You have two locations: Location A and Location B
>> Employee 'Iris' works at both locations
>> You have employee 'Iris' for Location A and for Location B
We can merge the following data:
Appointments
Absences
Tasks
Invoices
Reports
Customer notes
Agenda notes
Back to the example:
>> Employee 'Iris' for Location A will remain in the system and will be linked to both Location A and Location B
>> This employee will also get all the data from both employee 'Iris' from Location A and from location B
The data will be merged and the ‘new employee’ will be linked to both the locations.
As soon as we merged the data, the employee that can be deleted will be called ‘Employee X (old)’.
The only thing you have to do now is set the employees schedule and choose the treatments this employee can do. As soon as you did that, you can delete the old employee.
What happens to the history of the employee?
❗️Attention:
All the data will be merged so you won’t loose any of it. One exception is the hours worked. As soon as we merge the employees, the past agenda of the employees won’t be merged. This means that the worked hours report can’t be used anymore.
This is why you need to make sure to download that data before we merge the employees.
You do that by:
choosing the whole period that you used Salonized in the employee reports (from when you started using Salonized till now)
download the ‘Worked hours’ file via menu > data export
If an employee works at multiple locations, you have to choose ‘all locations’ in the reports.
Managing the schedule
For every employee you can choose whether you want to manage their schedule manually or have the opening hours of the location count as the employees working hours.
If the working hours of the employee are the same as the opening hours of the location, you don’t have to manage the employees working hours manually.
When adding a new employee, the opening hours of the location will be selected as working hours for the employee automatically. You can change that of course: you can choose a different location or you choose to manage the schedule manually.
The icon on the left in that row shows which location is selected as the working hours for the employee.
If you’re managing the working hours manually, you can add the employees working hours. In case an employee is scheduled to work at another location you will see that in the schedule of a different location as well. These times are displayed in white.
Attention:
It’s not possible to schedule an employee in two locations at the same time.
If you do want to schedule an employee in two locations at the same time, you have to add that employee twice.