Employees: I have a new Employee, what do I do?

Congratulations on growing your business and expanding your team!


The below steps will get your new Employee up and running


1. Add your new Employee to Ovatu

To add your new Employee see How do I add a new Employee?

If adding a new Employee means upgrading to a larger plan, click Account > Plan and then the Change Plan button inside the relevant Plan Box


2. Set their notifications and alerts preferences

Click on the Notifications tab in the Add Employee box:

See How do I customise the notifications received by an Employee?


3. Set their Permissions

Click on the Permissions tab in the Add Employee box: 

See How do I set Employee permissions?

Employee Permissions are only effective if your employee logs in to your account using the Employee option and their Employee login details (see below)


4. Enable, disable and customise their Services settings

Click on the Services tab in the Add Employee box:

Select or unselect the Enabled checkboxes to enable / disable the Employee for each service and enter any price and time overrides for this Employee / Service combination

See:


5. Create their calendar feed

If your new Employee would like to and if you permit, they can see their Ovatu Bookings in their personal calendar

Please note that calendar feeds are one way only - they show Ovatu events in an external calendar, but will not show events added to their personal calendar in Ovatu

Click the Calendar Feeds tab in the Add Employee box:

See How do I create Calendar Feeds for an Employee?


6. Add their photo

Click the Image tab in the Add Employee box:

Click the Browse button to upload an image of your new Employee

Click Save to save the image

This image will display next to the Employee's name in your Employee List in the web app, and also in your Ovatu mini site:


7. Set their login details

We recommend that your new Employee logs in to your account with their own unique password and PIN (if you choose to use the PIN function). This increases account security and allows you to track their actions on Sales and Reservations.

See:


8. Set their Roster

Use the Default Roster to set their usual working hours, see How do I set/modify the Normal Hours Roster?

Use the Current Roster to override hours for a specific date, see How do I view/modify the Roster?


9. Show them where to get help

Show them how to view our Help Guides and Video Tutorials

Show them our live online chat function on our website and in the web app


Ovatu Basics For New Employees is a great place to start :)


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