Welcome to the streamlined process of staff profile creation in Walla! This step-by-step walks you through this essential task seamlessly.
Before you start there are a couple of important things to keep in mind
Once you create a staff profile, you there is not a setting that switches staff profile types.
An employee profile can not be switched to a contractor profile or vice versa just by changing a staff profile setting, so choose the right type initially!
Make sure to enter the correct personal email address for your staff member, as you won't be able to edit it later without reaching out to Walla Support.
Add a New Contractor or Employee
Step 1: Add Contact Information
From the Navigation Menu select Staff
Click the Add New Staff button
Choose whether the staff member is an Employee or Contractor
Enter Name & Contact information
Save
Step 2: Add Employment Details
Enter staff Start Date and who the staff member Reports To
Also, enter their Job Title
Enter their Social Security Number and Date of Birth
Save
Assign a Default Role
At least one role must be provided when adding an employee. Roles are not a part of the contractor profile creation workflow. Roles are used for time clock pay and salary pay. Enter in $0 if the staff member will not use either.
Enter a Role Name
Choose a Rate Type
Enter the Default Hours per period
Rate Type: Salary/ No Overtime means the employee is paid a set amount.
Salary/ Eligible for overtime means the employee is paid a set amount but can receive more than the set amount.
Paid by the hour means the employee can use the time clock to clock-in and clock out.
Step 3: Add Permissions and Primary Location
To learn more about permission levels, view permission levels Staff Permissions found under Business Settings.
Follow these steps to assign one or more permission groups to a staff profile:
Choose a staff role (permission group) from the drop-down: Business Manager, Location Manager, Manager, Instructor, Front Desk, or No Access.
Select the location the role applies to
Chose a Primary studio location for their profile
Save
ℹ️ What is the No Access staff permission group?
Choose no access if you want to schedule your staff member but you do not want to have them login to your site.
Step 4: Additional Instructor Info
Enter a bio for the widgets and Walla App
Assign pay rates
Save