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.

Table of Contents

1. Creating/Editing an EmployeeBoost User
2. Setting an Employee's Schedule
3. Setting the Commission Rate
4. Getting a Calendar Link for a User
5. Automatically Adding an Employee to an Invoice
6. Removing Studiocloud Access for an Employee
   1. Change Employee's Login Info
   2. Change Employee's Security Role
   3. Delete the Employee
7. Virtual Employees
8. Security Roles
9. Scheduling Roles
   1. Create/Edit Scheduling Roles
   2. Add Scheduling Roles to an Employee
10. Timecard Tracking

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
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 background 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 available to scheduler.
  • This option can be overridden so that it always shows the employee if the 'show all employees' option is selected

1. Click on Cloud Services
2. Click on the EmployeeBoost tab
   
3. Click on the Manage Employee Accounts button
4. 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:

1. 1. Create a new EmployeeBoost user or edit an existing EmployeeBoost user
   2. Enter the commission rate under the commission rate header

If you want an employee to automatically be added to an invoice for commission tracking when they create an invoice do the following:

1. 1. Create a new EmployeeBoost user or edit an existing EmployeeBoost user
   2. Click on the Settings tab
   3. Select the Add Employee to New Invoices checkbox

How to Remove Access to StudioCloud for an Employee

Option 1: Change the employees username, password, and email address

This option will keep the employee for historical purposes but will prevent the employee from logging in or access their login credentials.

1. Click on the CloudServices component
2. Click on the EmployeeBoost tab
3. Click on the User Accounts Button
4. Edit the desired employee
5. Change the Username
6. Change the Password
7. Change the Email Address of the employee
1. By changing the email address the employee can not have their login credentials emailed to themselves

Option 2 : Change the employees security role to be a virtual employees

By converting the employee to a virtual employee you maintain the virtual employee on file but the employee does not count as a paid for employee. This allows you to archive the employee for historical purposes. 

• Please note that a virtual employee can still clock in and clock out of the time card program and can still be assigned to resources. You can archive a virtual employee which will remove them from the option of being assigned to resources.

Option 3: Delete The Employee

This option will remove the employee and any historical data will also be removed for that employee

1. Click on the CloudServices component
2. Click on the EmployeeBoost tab
3. Click on the User Accounts Button
4. Delete the desired employee

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

• Click here for an overview on virtual employees

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

• Click here for an overview on security roles

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

Scheduling roles are used to determine how an employee fits into an event.  You can setup as many scheduling roles as you need for your business.

How to Create/Edit Scheduling Roles

1. Click on the Cloud Services component
2. Click on the EmployeeBoost tab
3. Click the Manage Scheduling Roles button
4. Create or edit a scheduling role
5. Click the Save button

Add Scheduling Roles to an Employee

1. Click on the Cloud Services component
2. Click on the EmployeeBoost tab
3. Click the User Accounts button
4. Create a new user of edit an existing user
5. Click on the Scheduling Roles tab
6. Click on the Scheduling Roles menu
7. Click on the Add a Scheduling Role menu item
8. Click the Select Scheduling Role button for the desired scheduling role
9. Click the Save button

How to Track Employee Hours using Timecard Tracking

• Click here for a tutorial on time card tracking