Employee Configuration


				

Contents

Overview

The Employee Configuration is where you set up the structure for gathering your staff's personal information. The Employee Configuration page is divided into three (3) distinctive sections:

How to Configure Your Employee Information

To Configure Your Employee Information:

  1. From the Launch Pad, click System Configuration in the left navigation panel.
  2. In the Enterprise & Business Unit Setup section, select Employee Configuration.
  3. Select the Enterprise, Division, or Business Unit you want to configure from the drop-down list.

Default Settings

If you select the Use Settings check box, the information is inherited from the next higher level in your hierarchy e.g. if you are configuring a Business Unit level and select this check box, that specific Business Unit inherits the Enterprise level settings (or Division if applicable).

  • Pending on the the level you are configuring, the check box label adjusts itself to the next higher configured level. In the screen shot below, you are configuring the Employee settings for the "Maryland" Division. This in turn, flips the label on the default setting to the Enterprise level (Use MOSO Fitness Settings).
  • If you select this option, the fields in this section are deactivated(grayed out).
    Default Settings

ID Structure

You can use the system default settings or assign the Identification Structure yourself.

To Configure the ID Structure:

  1. Select the Minimum Length (1) and Maximum Length (12) of the allowable characters in an employee identification code (ID).
  2. The only Assignment (method) is Auto assigned
  3. If you select the Auto assigned radio button, the Next ID and Auto Increment fields will activate.
    1. Enter a number in the Next ID field. This is your initial baseline number. You can chose to change this number at any point, however, the new entry will be the new baseline number.
    2. Enter a number in the Auto Increment field. This is the amount that the next available number will increase e.g. in the screen shot below, the next (or perhaps first) employee of your club will receive ID 100001. The next person will receive 100002 because the increment is one (1).
      Configuring your employee ID Structure.

Card Configurations

Select this check box to allow employees to have multiple active cards i.e. multiple active ID codes.

Card Configuration

Manage Employee Data Fields

This is where you can add custom data fields that display in the Employee Information tab on the Employee Profile.

The initial list of fields in the Manage Employee Data Fields pop-up window are default, system generated fields. These fields can not be edited or removed, with the exception of the Required drop-down list.

System generated Data Fields.

These fields, along with any custom fields you may add to the system, come from the Data Fields configuration. While the system generated fields can not be removed, any custom fields that you subsequently add at your discretion can be removed at any point.


The fields in this list display in this SAME ORDER on the Employee Profile page!!! (see below)


To Manage Employee Data Fields:

  1. Click the Manage Employee Data Fields link. The Manage Employee Data Fields pop-up window will display with the default, system generated fields already loaded.
  2. To add a custom field, click the Add Field button. A row editor displays.
  3. Select a field name from the drop-down list. This list was generated from the Data Fields configuration.
  4. Click the Required check box if you want this field to be required data when adding an Employee.
  5. Click the Save button.
    Selecting a custom Data Field.
  6. To edit a field, double click in the appropriate record. The row editor will display. Only the Required check box can be edited.
  7. To remove a configured Data Field, click in the appropriate record.
    1. The Remove Field button activates (this will only activate for custom fields that you added).
    2. Click the Remove Field button.
    3. A Confirmation pop-up displays. If you are sure you want to remove this field, click the Yes button.
      Confirmation pop-up for removing a Custom Data field.
  8. To change the display order, use the drag-and-drop feature to move the records to the order in which you want them displayed.
    1. Click and pull your mouse to select the record you want to move. The border of the record will be highlighted (green dashes).
      Selecting the record to change the display order.
    2. Set the highlighted border below the record that you want it to follow.
      Moving the record to change the display order.
    3. Release your mouse and the record will be dropped to that spot in the list.
      Selecting the record to change the display order.

Define Contact Types and Purposes

This is where you label your three (3) primary communication and messaging types. For each of these types, there is also a link to define the specific purpose of the communication.

  • Postal Address
  • Phone
  • Email

Configure the TYPES FIRST because the Types you add are default options when you configure the Purposes.

The following data are system generated and can NOT be edited or altered:

  • Home Address
  • Home Phone
  • Personal Email
Define Contact Types and Purposes section

To Define Postal Address Types and Purposes:

  1. Click the Postal Address Types link. The Employee Postal Types window opens.
  2. Click the Add button.
  3. Enter the address type in the text box (Home is hard coded and can not be edited).
  4. Select a status (Active or Inactive) from the drop-down list.
  5. Click the Update button.
    Postal Address Types
  6. Click the Postal Address Purposes link. The Employee Postal Purpose Types page displays.
  7. Click the Add button.
  8. Enter the purpose in the text box e.g. Statement, Promo, Newsletter, etc.
  9. Select an Address Type from the Default Type drop-down list.
  10. Select a status (Active or Inactive) from the drop-down list.
  11. Click Update.
  12. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  13. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.
    Postal Address Purposes

To Define Phone Number Types and Purposes:

  1. Click the Phone Number Types link. The Member Phone Types window opens.
  2. Click the Add button.
  3. Enter the phone type in the text box e.g. Business, Work, Cell, etc.
  4. Select a status (Active or Inactive) from the drop-down list.
  5. Click Update.
    Phone Address Types
  6. Click the Phone Number Purposes link. The Employee Phone Purpose Types page opens.
  7. Click the Add button.
  8. Enter the call purpose in the text box e.g. Appointment Reminders, etc.
  9. Select a Phone Number Type from the Default Type drop-down list.
  10. Select a status (Active or Inactive) from the drop-down list.
  11. Click the Update button.
  12. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  13. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.
    Phone Address Purposes

To Define Email Address Types and Purposes:

  1. Click the Email Address Types link. The Employee Email Types window opens.
  2. Click the Add button.
  3. Enter the email type in the text box e.g. Home, Alternate, etc.
  4. Select a status (Active or Inactive) from the drop-down list.
  5. Click the Update button.
    Email Address Types
  6. Click the Email Address Purposes link. The Employee Email Purpose Types page opens.
  7. Click the Add button.
  8. Enter the email purpose in the text box e.g. Appointment Reminders, etc.
  9. Select an Email Address Type from the Default Type drop-down list.
  10. Select a status (Active or Inactive) from the drop-down list.
  11. Click the Update button.
  12. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  13. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.
    Email Address Purposes

Next Step?

NEXT STEP: Member Configuration..........Previous Step: Check-In Configuration

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Enterprise & Business Unit Setup

Check-In & Activity Configuration
Client Account Configuration
Employee Configuration
Enterprise Configuration
Enterprise Security Configuration
Financial Configuration


General Configuration
Notification Configuration
Template Configuration
Statuses
Member Configuration
Organization Configuration


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |