Browse
 
Tools
Rss Categories

How to Create or Edit an EmployeeBoost User

Overview

This tutorial explains how to setup and manage EmployeeBoost Users. An EmployeeBoost user is anyone who needs to login StudioCloud program such as an employee.

How to Create or Edit an EmployeeBoost User

  1. Click on Cloud Services
  2. Click on the EmployeeBoost tab
  3. Click on the Manage Employee Accounts button
  4. Click on the New User button or edit the desired employee
  5. Fill in the user information.  
    1. First and last name are required
    2. The employee email address is recommended so that the employee can receive CloudAlerts emails as well as password reset emails.
    3. The employee cell phone is recommended so that the employee can receive CloudAlert text messages
    4. Click here for information regarding Security Roles
    5. Click here for information regarding Scheduling Roles
  6. Click the Save button

How to Set an Employees' Schedule

The Employee Hours are used in the following locations

  • It is used to show the hours on the scheduler with the orange color
  • It is used in the CloudBooking when booking an employee
  • It is used in the scheduling wizard when scheduling an employee
  • It is used in the create/edit event and session window under the "availability employees" list to see if the employee is avaialble to scheduler.
    • This option can be overridden so that it always shows the employee if the 'show all employees' option is selected

Here are the steps to customize it. 

  • Click on Cloud Services
  • Click on the EmployeeBoost tab
  • Click on the Manage Employee Accounts button
  • Click on the Setup Availability button for the desired employee


How to Set the Commission Rate for an Employee

  • To set the commission rate for an employee do the following
    • Create a new EmployeeBoost user or edit an existing EmployeeBoost user
    • Enter the commission rate under the commission rate header

How to Get a Calendar Link for an EmployeeBoost User

This option provides a link to the entire StudioCloud calendar that can be enabled or disabled for a specific employee

  • Edit an Existing EmployeeBoost User
  • Click the "Enable ICS Feed" checkbox
  • Click the "Get ICS URL" button

How to Have an Employee Automatically Added To An Invoice

  • If you want an employee to automatically be added to an invoice for commission tracking when they create an invoice do the following:
    • Create a new EmployeeBoost user or edit an existing EmployeeBoost user
    • Click on the Settings tab
    • Select the Add Employee to New Invoices checkbox

How to Remove Access To StudioCloud For An Employee

Click here for a tutorial on how to remove access for an employee

What is a Virtual Employee and How Do I Set Them Up?

Click here for a tutorial on what is a virtual employee and how to set them up.

What are Security Roles and How Do I Set Them Up?

Click here for a tutorial on security roles and how to set them up.

What are Scheduling Roles and How Do I Set Them Up?

Click here for a tutorial on scheduling roles and how to set them up.

How to Track Employee Hours

Click here for a tutorial on how to track employee hours