Configuring staff member's services

After filling out sections with Information, Additional information and Settings you can assign services to employees who perform them.

There are two options you can use to assign services to employees: 

1. In the Settings — Main settings — Services section. This option is more convenient if a company has a couple of services and a lot of staff, click the link to learn more.

2. In the Settings — Main settings — Staff section. This option is convenient if a company has a lot of services and a couple of employees.

Editing

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1. To assign services to employees, go to the Settings — Main settings — Staff section.

2. To select an employee either click their name or the Edit services button.

3. In the Services tab add categories and services that this employee will provide. First, click the Add a category button, then select a category needed and click Save.

4. Click the name of this category to open it and check the box on the left of the service to assign it to the employee. You can assign all services at once by checking the topmost box. Here you can indicate the duration of a service for a specific employee and assign a Bill of materials.

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