How to Add/Update Staff in Tan-Link

To add new staff in Tan-Link go to Staff > Update Staff. 

**Please note that the Update Staff menu and information can only be seen by Admins.

Once you are on the Update Staff screen, click on the Add Employee button. 
In the window that pops up, you will start entering your employee's information.  

Access Level:  Employee, Asst. Manager, Manager and  Admin. 
The security level of different operations can be adjusted to fit your needs by messaging support. 


More detail on what each security level can do 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 set to YES, the employee will only be able to log into your Tan-Link site if physically located at the salon.
If set to NO, then access from any location or computer will be allowed.

Manager:

You can assign a manager to each employee. Any missed check-in reminders will be reported to the manager who is assigned to a staff member. Also, the users that you designate as managers for other staff will be able to see the bonuses and stats for the staff they were assigned.

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.
Find the  "Is Manager?" column and set it to 1 for YES and 2 for NO.

Once your managers have been set, they will be visible in the Manager drop-down menu for each of the staff profiles.

Employee's email address and phone number.
For check-ins and schedule reminders, you must enter a phone number so that the staff can be notified.
  

Also, if you have the TalentLMS integration, the email entered in the employee's account must match the email that you used when creating the User Account in TalentLMS, otherwise, the employee's training status will NOT be viewable on your site.

Allow Tips:

By default, tips are enabled on all sites at setup. You can enable or disable tips for a certain employee from this menu. 

See more info on how tips are managed in Tan-Link here: https://tan-link.zendesk.com/hc/en-us/articles/4402703336973-How-to-Utilize-Tips-in-Tan-Link

Tanning Account ID

Add here if your employee also has a tanning account at your salon.
You want to make sure you link the Account ID to the employee so that this employee or any other employees who work for you cannot make a commission off of sales to this employee. 

Bonus Percent

You can set employees to receive full commission for all sales or only be paid a percentage of the total sum of all commissions earned. This is useful when you need to motivate staff or improve performance.

Go to Staff> Update Staff and select a staff profile. Then scroll down to the Bonus Percent option.
You can enter any percentage amount here.

If set to 100, then the staff will be paid full commissions according to what was set individually for each product and package. This is the default for all staff.

If set to 50%, staff will only be paid half of the total commission amount. This is calculated from the total commission paid for individual sales.

See more info on how commission can be managed in Tan-Link here: https://tan-link.zendesk.com/hc/en-us/articles/30599479261453-Bonus-Earned-Report-Commissions-and-Tips

Password:

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. 

Save Employee

Don't forget to save the new staff profile. Click on  SAVE EMPLOYEE at the bottom.