Employees

Central Office makes managing employee profiles and schedules across all locations much easier. If an employee is going to start working at multiple locations, you can transfer their details from their starting location to the locations where they are going to work to save duplicate data entry. If you need to make changes to multiple employee schedules at different locations, you can load the schedules for each location and make changes in seconds.

Employee Profiles

Defining an Employee Profile
1. Select Data > Employees.
The Employees page displays.
1. Click New.
2. Select the location(s) where the employee is going to work.
3. Enter the employee's details, payroll information, and appointment preferences as normal.
4. Click Save.
Central Office adds the employee's profile to the Millennium database at the selected location(s).

Copying an Employee Profile
1. Select Data > Employees.
The Employees page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's profile and click Search.
3. Click Select next to the employee's profile.
4. Click Copy.
5. Select the location(s) where you need to copy the employee's profile.
6. Click Save.
Central Office copies the employee's profile to the Millennium database at the selected location(s).

Note: The Copy feature does not transfer salary and commission information between locations. You need to enter this information manually at each location using Millennium.
Updating an Employee Profile
1. Select Data > Employees.
The Employees page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's profile and click Search.
3. Click Select next to the employee's profile.
4. Click the tab with information you need to update.
5. Click Edit.
6. Make changes as necessary.
7. Click Save.
8. Repeat Steps 2-8 to update the employee's profile at other locations.

Making an Employee Profile Inactive
1. Select Data > Employees.
The Employees page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's profile and click Search.
3. Click Select next to the employee's profile.
4. Click Edit.
5. Select Inactive.
6. Click Save.
Central Office makes the employee's profile inactive at the selected location.
1. Repeat Steps 2-7 to make the employee's profile inactive at other locations.

Schedules

Viewing a Schedule
1. Select Schedules > Employee Schedules.
The Employee Schedules page displays.
1. In the Location field, select the location for which to view schedules.
The schedule for this week displays.
1. Complete the following as necessary:
- View the schedules for a specific employee classification = Select a classification in the Classification field.
- View the schedules for a different week = Change the date in the Week of field.
- Adjust an employee's schedule on a specific day = Locate the employee's schedule is listed and click the day you want to edit. Make changes as necessary, click Save, and click Reload to display the updated schedule.
Adjusting a Daily Schedule
1. Select Schedules > Schedule Editor.
The Schedule Editor page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's schedule and click Search.
3. Click Select next to the day you want to adjust.
4. Click Edit.
5. Make adjustments in the Schedule section as necessary.
6. Click Save.
Adjusting Actual Time Worked
1. Select Schedules > Schedule Editor.
The Schedule Editor page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's schedule and click Search.
3. Click Select next to the day you want to adjust.
4. Click Edit.
5. Make adjustments in the Actual section as necessary.
6. Click Save.
Copying a Daily Schedule
1. Select Schedules > Schedule Editor.
The Schedule Editor page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's schedule and click Search.
3. Click Select next to the day you want to copy.
4. Click Copy.
5. Select the location, date, and/or employee where you need to copy the schedule.
6. Click Save.
Deleting a Daily Schedule
1. Select Schedules > Schedule Editor.
The Schedule Editor page displays.
1. Click the Listing tab.
2. Select filters to locate the employee's schedule and click Search.
3. Click Select next to the day you want to delete.
4. Click Delete twice.