New Employee Checklists

The following checklists explain how to enter details for new employees into Millennium.

Notes:

You must configure employee preferences before you can define employee profiles. Click here for instructions.
You must configure security settings before you can define user logins. Click here for instructions.
You must configure schedule preferences before you can define employee schedules. Click here for instructions.

Front Desk Employees

To set up a new front desk employee successfully, complete the following steps in numerical order.

Step		Link
	1. Define an Employee Profile Define a profile for the employee.	Defining an Employee Profile
	2. Enter Salary & Commission Details Enter the employee's hourly wage, salary, and/or commission structure.	Entering Salary & Commission Details
	3. Define a User Login Define a user login for the employee and assign the user login to a security group related to the employee's job function.	Defining a User Login
	4. Define the Employee's Schedule Define a schedule so that you can schedule appointments with the employee and/or the employee can ring up sales through the Register.	Defining a Weekly Schedule Defining a Monthly Schedule Copying a Schedule Forward

To set up a new service provider successfully, complete the following steps in numerical order.

Step		Link
	1. Define an Employee Profile Define a profile for the employee.	Defining an Employee Profile
	2. Enter Salary & Commission Details Enter the employee's hourly wage, salary, and/or commission structure.	Entering Salary & Commission Details
	3. Enter License & Insurance Details Enter the particulars of the employee's professional licenses and liability insurance.	Entering License & Insurance Details
	4. Set Performance Goals Set goals so that you can track the employee's performance on the Appointment Monitoring Station and reports.	Setting Goals
	5. Define Appointment & Services Specify the services that the employee performs and the time required to complete each service.	Configuring Appointment & Service Preferences
	6. Define Online Booking Preferences If you use Online Booking, you need to make the employee available for booking online.	Configuring Online Booking Preferences
	7. Define a User Login Define a user login for the employee and assign the user login to a security group related to the employee's job function.	Defining a User Login
	8. Define the Employee's Schedule Define a schedule so that you can schedule appointments with the employee and/or the employee can ring up sales through the Register.	Defining a Weekly Schedule Defining a Monthly Schedule Copying a Schedule Forward