Staff Management in Synero

Synero’s Staff Management module enables you to efficiently add and manage staff members across various locations, ensuring a seamless booking experience for your clients.

Adding a New Staff Member

To incorporate a new staff member into your system:

1. Access the Staff Module:
   • Navigate to the ‘Staff’ section in your Synero dashboard.
2. Initiate the Addition Process:
   • Click on the ‘Add Staff’ button to open the staff creation window.

The staff creation interface comprises four tabs:

1. Details
2. Weekly Schedule
3. Special Days
4. Holidays

1. Details Tab

Here, input the basic information for the staff member:

• Name: Enter the staff member’s full name.
• Email: Provide a valid email address.
• Phone Number: Input the contact number.
• Profile Picture: Upload a professional photo. This image will be visible during the booking process.
• Location: Assign the staff member to one or multiple locations using the multi-select option.
• Notes: Add any internal notes relevant to the staff member. These notes are not visible to customers.

2. Weekly Schedule Tab

By default, staff working hours align with the company’s general settings. To customize a staff member’s schedule:

1. Enable Custom Timesheet:
   • Check the ‘Configure specific timesheet’ option.
2. Set Working Days and Hours:
   • Select the start and end times for each working day.
   • Mark non-working days as ‘Day-off’.
3. Define Breaks:
   • Click ‘Add break’ to specify break periods within working hours.
   • Multiple breaks can be added for each day as needed.

3. Special Days Tab

To configure unique working hours for specific dates:

1. Add a Special Day:
   • Click the ‘Add special day’ button.
2. Set Working Hours:
   • Define the start and end times for that particular day.
3. Include Breaks:
   • If necessary, add break periods for the special day.
4. Remove Special Days:
   • To delete a special day, click the ‘Remove special day’ button.

4. Holidays Tab

To assign specific holidays for a staff member:

1. Select Non-Working Days:
   • Click on the desired dates within the calendar to mark them as holidays.
2. Coordinate with General Holidays:
   • If general holidays are set under ‘Settings > Holidays’, ensure any additional staff-specific holidays are noted here to prevent scheduling conflicts.

Managing Staff Members

After adding staff members, you can:

• Search: Locate staff by name, email, or phone number using the search function.
• Sort: Organize the staff list in ascending or descending order based on name, email, or phone number.
• Edit: Modify staff details by clicking the ‘Edit’ button next to their profile.
• Delete:
  • To remove a single staff member, click the three-dot menu next to their name and select ‘Delete’.
  • For bulk deletions, select multiple staff members using the checkboxes and click the ‘Delete’ icon that appears.

By effectively managing your staff settings in Synero, you ensure a streamlined booking process that caters to both your operational needs and your clients’ expectations.