Defining an Employee Classification

The Employee Classifications window allows you to define classifications so that you can categorize employees based on their job function.  Once you select an employee classification for each employee, you can compare the sales and performance of employees within each classification on reports.

1. Select Data > Employees > Employee Classifications.

The Employee Classifications window displays.

2. Click New.
3. In the Classification field, type a name for the employee classification.
4. (Optional) In the Appointment Book Hot Key field, type a hot key to use for the employee classification on the Appointment Book.

Tip:  Appointment Book hot keys allow you to display the appointments for employees with that classification.

Example:  If the hot key for Colorists is "C", press Ctrl+c on the Appointment Book to show the appointments for employees in the Colorists classification.

5. Click Save.

related links

Employee Profiles Overview