How to Add/Update Staff in Tan-Link

To add new staff  in Tan-Link go to Staff > Update Staff.  From this screen you will select: Add Employee.

Once you are on the Update Staff screen, to the upper left you will see an Add Employee button. Click it. 

In the window that pops up, you will start entering your employee's information.  

Access Level:  By default, there are four access levels for employees in Tan-Link.  These are Employee, Asst. Manager, Manager and  Admin.  Tan-Link however is completely customizable, and the security level of different operations can be adjusted to fit your needs by messaging support.  More details can be found on these options in this guide: https://tan-link.zendesk.com/hc/en-us/articles/360035835531-What-are-the-different-security-levels-permissions-for-asst-manager-manager-and-admin-

Restrict Login to Store:  If "Yes" is selected, the employee will only be able to login to the site to view accounts, stickys, etc while in the store.  **They can however log in to view their schedule.

Managers are set by going to  Staff > Update Staff - Master Edit.  In this window you will select any employee that is a manager, and click on CHANGE.  In the "Is Manager?" column you will change the "0" to a "1".

Once your managers have been edited, they will now be visible in the drop down menu when adding new staff.   You will select the proper manager, and then enter their social security number if you desire.  **Please note that the Staff Tab and information can only be seen by Admins, so their is no need to worry about any other staff seeing this information. 

You will now enter the employee's email address and phone number.  **Please note the following:  If using the staff check-ins and reminders, you must make sure that a phone number is entered to be used.  Also, if you are utilizing the  Tan-Link/TalentLMS integration, the email entered in the employee's account must match the email that you used when creating the User account in TalentLMS, or the employee's training status will NOT be viewable in your site.

By default, tips are enabled in all sites at setup.  

These can either be disabled COMPLETELY, set to only be earned on certain packages (i.e. airbrushes and for EFT customer sales, or they can be turned off/on individually by employee by messaging support.  To set to only be earned on certain packages or for customers on certain packages, you will need to include the Package ID that can be found to the left of all packages in the system under Management > Update Packages.

A password must be entered and confirmed for the new staff to be saved. The system will automatically create the Login ID for each employee added, however, the password must be assigned by the Admin. Every employee must have their own unique username and password.