Employee Module

Welcome to the Employee Module of our OnAppoint plugin, where you can efficiently manage your workforce. This comprehensive module empowers you to add, edit, delete, and search for employees while offering import and export functionality. Let's explore the core functionalities and how to use them:

Add New Employee

To add a new employee:

1. Click on the Add Employee option.
2. Fill in the following details:

• WordPress User:
  Decide whether to link the employee to an existing WordPress user or create a new one.
• Username: Choose a username for the employee.
• Name: Enter the employee's full name.
• Email: Provide the employee's email address.
• Password: Set a password for the employee's account.
• Phone: Enter the employee's contact number.
• Date of Birth (DOB): Specify the employee's date of birth.
• Gender: Indicate the employee's gender.
• Status (Active or Inactive): Define whether the employee is currently active or inactive.
• Address: Input the employee's address.
• Note: Add any additional notes or comments.

Editing an Employee

To edit an existing employee:

1. Hover over the employee you want to edit.
2. Navigate to the Name tab and click on Edit. This will open a popup with four tabs: Personal Information, Service, Working Hours, and Holiday.
   These tabs provide you with in-depth control over the employee's information, services, working hours, and holidays.

• Personal Information Tab: Modify personal details such as name, email, phone, DOB, address, status, gender, and any additional notes.

• Service Tab: In this tab, you can assign a new service to the employee.

1. Add Service: 
   When you click on the Assign New Service button, it will open a popup with the following fields.
   Select Service: Choose the service that you want to assign to the employee.
   Price: Enter the price for the service.
   To save the assigned service, simply click on the Save button.
2. Edit Service:
   If you wish to edit the service price, click on the Edit button. This action will enable the price input field, allowing you to make the necessary price adjustments.
   After making your changes, click on the Save button to update the service.
3. Remove Service:
   To remove a service, click on the Delete button.
   This action will open a confirmation popup. Confirm the deletion by clicking Yes, delete it! to delete the service.

• Working Hours Tab: 
  The Working Hours tab is similar to the Business Hour settings, but it is specific to employees. It allows you to define the working hours for individual employees, while the Business Hour setting applies as the default working hours for the entire company.
  For more information on the Business Hour setting, please refer to the Business Hour Setting.
  

• Holiday Tab:
  The Holiday tab functions similarly to the Holiday Setting, but it is specific to employees. It allows you to define individual holiday schedules for employees, while Holiday Setting defines the default holiday hours for the entire company.
  For more information on Holiday Settings, please refer to the
  Holiday Setting Documentation.
  

Deleting an Employee

To remove an employee,

1. Hover over the employee you want to delete.
2. Click on the Delete option.

After clicking Delete, a confirmation popup will appear

In the confirmation popup, verify that you indeed want to delete the employee.

Click Confirm to complete the deletion process.

Export Functionality

If you click on the Export button, a popup will open, allowing you to select the fields you want to include in a CSV file. After selecting the desired fields, the file will be generated, and you can proceed by clicking the Export CSV button.

Import Functionality:

Within the import functionality, you'll start by previewing a demo CSV file to understand its table structure. Afterward, you can select the file containing your data and, if necessary, set a default service for all employees. Once you've configured the import settings, click on the Import CSV button to initiate the import process. Additionally, we can also send login credentials to employees via email.