F125 – Employee Record

Topics Covered

•Home
•Commissions
•Time Clock
•Notes
•Task List
•Documents
•Staff Hours
•Employee Calendar
•Sales Reports

Home

To find Employee Records go to Employee Menu.

Employee > View All > click the Employee Name to View Employee’s Details

The image is a user interface for an employee management system with fields for personal and contact details, schedules, and employee club settings.

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Commissions Report

Commissions Report screenshotView Employee Commissions & Bonuses Report > click on the Commission button

Item Category: OsteoStrong Plans USA.

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Time Clock

The image depicts a digital interface with a time clock icon, a reset button, and a menu for viewing all passwords.

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Clock an Employee In or Out

Employee Menu > Time Clock or from the employee record click on the Time Clock button Clock an Employee In or Out screenshot

1.Click Clock In/Out button to clock in or out

The image shows a digital time clock interface with a history section, where an employee named Tatiana Teacher has marked her attendance for the date 07/07/2026 at 19:04, and there's an option to cancel the entry.

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View, Edit, or Delete an Employee's Work History

1.Employee Menu > Time Clock or from the employee record click on the Time Clock > Click History
2.The employee's work history will be displayed. Each entry has an Edit and Delete option
3.Click Add Work Hours to add any missing entries

The image depicts a Time Clock interface with fields for employee name and history, showing a clock in/out time for Tatiana Teacher on 07/07/2026 at 19:11.

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The image displays a Time Clock List interface for an employee named Tatiana, showing her work hours recorded on March 6th, 2024, with the time in and out, total hours worked, and other relevant details.

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Notes

Notes screenshot Add notes to the employee record.

Tatiana Teacher

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Flagged Note

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Task List

Task List screenshot View a list of tasks assigned to an employee.

The image shows a task list interface for an employee named Tatiana Teacher, displaying various tasks, including orientation and scheduled appointments, with details such as dates, times, and statuses like 'No Show'.

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Document List

Document List screenshot Attach documents to an employee’s file, e.g., a scan of an ID or Driver’s License.

Search for documents by name, and/or date, or view documents in a date range.

Click the document name to view the document, download it, upload a new version or delete it.

The image shows an employee's document management interface with tabs for adding, viewing, downloading, and deleting documents.

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Staff Hours

Setting staff hours helps make scheduling tasks and service sessions easier to manage.

Select Employee > View All

The image depicts a time clock interface with options to reset, save, and view all settings.

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1.Search for or click on the employee's record
2.Click on the Staff Hours icon Staff Hours screenshoton the Relate Bar
3.Edit the employee's hours by setting the time under the days that are marked as open
4.Click Save when finished

The image displays a schedule table for a teacher named Tatiana, showing her availability from Monday to Friday, with specific open and closed hours, and an option to save or cancel the schedule.

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Once hours are set click the button to see the schedule.

Click Edit Regular Availability to make changes.

The image displays a schedule for a teacher named Tatiana, showing her availability from Monday to Friday with specified working hours, and noting that she is closed on Sunday and Saturday.

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Exceptions

Allow users to add exceptions to an employee’s standard hours and view the history of all exceptions.

View Exceptions

1.Go to the employee's record
2.Click on the Staff Hours icon on the Relate Bar
3.Click on the Exception tab

The image displays a digital interface for scheduling an exception for a teacher, Tatiana, with options to mark the date (12/25/2026) as closed for the holiday.

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View exceptions created; add, edit, or delete an exception, or view the history of past exceptions.

Add an Exception

1.Click Edit Regular Availability on the pop-up tab
2.Click Add Exception and fill in the date and time
3.Click Save when finished

Employee Calendar

Employee Calendar screenshot View calendar of appointments, tasks, sessions, and classes assigned to the employee.

The image is an employee schedule interface for Tatiana Teacher, showing her availability from July 6 to July 10, with time slots for various activities and statuses like approved, consumed, and canceled.

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Sales Report

To view Sales Report, go to the employee's record > Click the Sales Sales Report screenshoticon on the Relate bar.

The image displays a table or form listing various services, products, and membership plans, along with their respective costs, categorized by type and item, and showing the total revenue by different salespersons.

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