Appointments - Agent + Employee Linking

Available on: Desktop · Web · Phone

This screen links each stylist (agent) to their employee record. The link lets the diary use each stylist's own attendance — shift, leave and personal holidays.

You need it when Use Employee Wise Attendance or Hide Non Employee Agents is ticked in Configuration:

• With Use Employee Wise Attendance, a stylist without a link has a shaded column heading in the diary and is left out of Stylist Attendance.

• With Hide Non Employee Agents, stylists without a link are not shown in the diary at all.

Open it with the Agent-Employee Linking button in Configuration › Settings. The window is titled Agent + Employee Linking. (The main-menu entry Appointments - Agent + Employee Linking only controls who may change or delete links — it does not open the screen.)

Linking

The grid has one row per link — AGENT NAME and EMPLOYEE NAME.

• Type in AGENT NAME (or press Enter) to open the stylist search and pick a stylist. On a new row, the employee whose name contains the stylist's name is filled in for you — change it if it is wrong. The cursor moves on to EMPLOYEE NAME.

• Type in EMPLOYEE NAME to open the employee search and pick a different employee.

• Click Save and answer "Are you sure to Save changes ?".

Each stylist can be linked to only one employee, and each employee to only one stylist — otherwise you see "Agent Name Already Exists." or "Employee Name Already Exists.".

To remove a link, delete its row and answer "Are You Sure You Want To Delete Row", then Save.

Changing or saving links needs modification rights for Appointments - Agent + Employee Linking in user rights ("You Are Not Allowed To Modify Row." / "Modification rights not available....."); deleting needs delete rights ("You Are Not Allowed To Delete Row.").

Example. Your stylist Anita is also employee ANITA SHARMA in payroll. Add a row: type in AGENT NAME and pick Anita — ANITA SHARMA is filled in under EMPLOYEE NAME (pick another employee if it is wrong). Then Save. With Use Employee Wise Attendance on, Anita's own shift, leave and holidays now block out time in her diary column.

On the web

The screen works the same way on the web, as a window opened from Settings.