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Ovatu

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:

i-have-a-new-employee-what-do-i-do

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: 

i-have-a-new-employee-what-do-i-do

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 theServices tab in the Add Employee box:

i-have-a-new-employee-what-do-i-do

Select or unselect the Enabledcheckboxes 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:

i-have-a-new-employee-what-do-i-do

See How do I create Calendar Feeds for an Employee?

6. Add their photo

Click the Imagetab in the Add Employee box:

i-have-a-new-employee-what-do-i-do

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

Click Saveto 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:

i-have-a-new-employee-what-do-i-do7. 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 :)

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, please open your account in the web app and click Account > Plan and then the Change Plan button inside the relevant plan box

2. Set their Permissions

Setting Employee Permissions can currently only be done via the web or Android apps.

See the web app guide How do I set Employee permissions? for an explanation of each Permission setting, and how to set them

3. Enable, disable and customise their Services settings

Use the slider to enable or disable each Service for the Employee, and if appropriate, assign a price other than the default price for each Service when performed by your new Employee:

i-have-a-new-employee-what-do-i-do

It is also possible to override the default Duration, Processing and Finishing times of each Service when performed by this Employee, see What is ‘Processing’ and ‘Finishing’ time? for more information on these fields

Tap Save

4. S****et 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?

**5.**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:

The following additional Employee settings can be customised in the web app:

PLEASE NOTE: The majority of administrative functions can be carried out across all platforms, however some can currently only be actioned via the web app

To access the web app on your iOS  device tap on Manage > Open web ap****p

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, please open your account in the web app and click Account > Plan and then the Change Plan button inside the relevant Plan Box

2. Set their Permissions

Use the slider to enable or disable each Permission setting for the Employee:

i-have-a-new-employee-what-do-i-do TapSAVE

Additional Permissions settings are provided in the web app. See How do I set Employee permissions? for an explanation of each permission setting

3. Enable, disable and customise their Services settings

Use the slider to enable or disable each Service for the Employee, and if appropriate, assign a price other than the default price for each service when performed by your new Employee:

i-have-a-new-employee-what-do-i-do Tap SAVE

4. S****et 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?

**5.**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:

The following additional Employee settings can be customised in the web app:

PLEASE NOTE: The majority of administrative functions can be carried out across all platforms, however some can currently only be actioned via the web app

To access the web app on your Android device tap on Menu > Open web app


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