AUB > Businesses A
The Personnel Manager Online Rostering System allows you to operate as many businesses as you like under one platform. Some users operate several businesses; others use it to break their staff up into regions, state by state, or city by city.
The use of different businesses can also be used to operate different departments within the one company where the staffs of each department need to be kept separate from each other.
The Businesses Page, in the very top left corner of the Admin Login, is where the different businesses are created and named. If there is a problem creating new businesses please email email@example.com as an additional fee may be required. Once the businesses are created, then it is possible to edit such details as business name, phone, fax, address, email. A display name can also be added, a different name that will display to Clients in their Client Login. The ability to create job sheets can be switched on or off per business, and whether the business is to use the Incoming SMS no.
Optional is also decided here. It is possible to assign a Business Manager from the list of crew for each business, and assign a bonus rate for that manager (commission of a certain amount of $ per hr of labour worked in that business).
Once new businesses are created they will appear on this page. Click “pencil” icon to edit and “X” to delete them.
Custom Rates: A whole new set of custom rates can be assigned to each business once they are created. (See “Rates” for more info) AUB > Businesses > Custom Rates A
4.1.1 Add a New Business
▪Click the Business tab in the top left corner of the screen.
▪Click Add a New Business Record.
▪Add your business details into the fields provided.
TIP: You can add as many different businesses as you like
Sort Number: By assigning a Sort Number of 1 to a business, you enable it to be seen by Clients in their Login. If you have business that you do not wish to be visible to your clients, then assign it a Sort no of 0 (zero).
Company Name: Enter a business name in “Company Name” that you would like to create.
Company Client Display Name: A display name can also be added, a different name that will display to Clients in their Client Login when making online bookings.
Manager Name: This where a manager can be selected for this business.
4.1.2 Add a Business Manager
▪Click the Crew tab under the Personnel Manager logo
▪Click Add a New Crew Member (See “Add New Crew” for more details
▪Add your business manager’s details into the fields provided
▪Click Add/Edit Crew Member to save
▪Click the Business tab in the top left corner of the screen again
▪Click the pencil icon (edit record) to the right of the business you have added previously (See Add a New Business for more info)
▪Select your Business Manager from the drop down field to the right of Manager Name (this will be the New Crew Member you have just added)
▪Click Add/Edit Business to save
Manager Login: Manager Login is the access that is granted when User type Manager is selected in the Login Page. The Manager has the ability to only view and edit the roster in one particular business. They have no ability to see what happens in other businesses. The Manager enters the Username and Password that is assigned in their Crew Member Details page (usually their mobile number for both until changed). Then in the Admin Login, at the top left of the screen, the Businesses Tab must be selected, and the particular business edited (pencil icon) and the Business Manager is selected here from the list of available Crew Members.
Can Manager Create Job Sheet: With “yes” selected in this option, assigned Business Manager will be able to create job sheets using “Manager” login details.
Email Address: Email address that PM uses when sending outgoing email addresses, which appears in the invoices (for this business). Also this email address receives the “Online Auto-Booking Forms” when created by clients in their Client Login Pages.
2nd Email Address: An alternative email address to send/receive copies.
Phone, Fax, Mobile:> Contact details for this particular business.
Incoming SMS: Tick this option if incoming SMS, which is set in Global Settings should be used as company’s mobile number. See “Your Incoming SMS to Web Number” for more info. AUB > Global Settings > Your Incoming SMS to Web Number A
Street, Suburb, State, Postcode: Physical address of Business are optional.
Time Zone: Select a time zone that the business will operate in. All shifts must be entered in their local time, so reminder messages of a 08:00am shift in Sydney and 08:00am shift in Adelaide are sent at correct times.
Manager Bonus Rate: It is possible to assign a bonus rate for “Business Manager” payable as a commission of a certain amount of $ per hr of labour worked in that business.
Import Key:Allows for thumbprint software PeopleKey integration.
Account Details: In the Global Settings Page, you can enter your default Accounts Details. These will appear on the Tax Invoices you send to Clients. If any business you have created needs to use a different account details than the default one, then leave “Use Separate Accounts Details” unticked. Otherwise enter each businesses account details in this section.
N 4.1.3 Crew can be assigned as Managers to multiple businesses and can View all assigned businesses or each business individually