Have all of your staff details at your fingertips and see their targets at a glance

Have you met our Numbers Ninja Chatbot yet? Our AI Chatbot has been taught with the same information as our Help Guides, which means you don't need to leave Insightful Sums to get all the answers you need!

WHAT DO WE COVER:

• WHAT IS THE STAFF PAGE
• ADDING STAFF
• WHY DO WE ASK FOR DATES
• STAFF PAGE
• EDITING STAFF MEMBERS

WHAT IS THE STAFF PAGE

The Staff page in Insightful Sums, allows you to add yourself and your staff members to Insightful Sums. By adding yourself and your team here, Insightful Sums uses key information that you enter, to calculate the cost of providing your services. 

By adding yourself and your team members, you are able to also see each team members targets, hours worked and potential wages and get reminders of their work anniversary and birthday.

ADDING STAFF

Included in these plans - Multi-Staff Plan

To get to your STAFF page, click on Staff Details > Staff

From here, and to get started, click on the ADD STAFF button.

This will open a popup window, where you can enter your staff's details. In this popup, you need to add:

• First Name
• Last Name
• Positions - Select as many potions as you wish from the dropdown list
• Employment Type
• Date of Birth
• Start Date
• Monday - Friday Hourly Rate
• Saturday Hourly Rate
• Sunday Hourly Rate

Once you have entered all of these details, click on ADD STAFF MEMBER button, to save them to Insightful Sums

IMPORTANT - When adding your staff's pay rates, it is important to add all pay rates, including Sunday pay rates, even if they do not work on Sundays ordinarily 

***NOTE*** if staff do not work Saturdays / Sundays, list their Saturdays / Sunday hourly wage amount, the same as their Monday - Friday Rate

WHY DO WE ASK FOR DATES

That's easy! We ask for these dates, so we can send you email reminders leading up to your staff's birthday or work anniversary. 

Why do we do this? As salon owners ourselves, we know the importance of creating an amazing workplace and by celebrating something as simple as a birthday or anniversary, shows your staff member that they are more than just a worker. 

STAFF PAGE

Once you have saved your staff's details, they will be displayed on the main staff page. Here, you can see a snapshot of your staff members details.

To add more staff, click on the ADD STAFF button and repeat

To delete a staff member, click on the TRASH CAN icon.

When you delete a staff member, they will be permanently deleted and their details will not be able to be retrieved.

EDITING STAFF MEMBERS

To EDIT a staff member, click on their card and it will take you to the STAFF DETAILS page