Adding employees and setting access rights

Adding employees and setting Access Rights

The employee setup in Kennel Connections allows you to:

  • Set up security levels
  • Designate employees as bathers, groomers, trainers, and so on.
  • Give each employee individualize access rights.
  • Set schedules
  • Make employees commission-able

Please note:  Lite users do not have access to Employees.  If you would like to upgrade to the Standard version, contact Sales at Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.


Click on File, Employees.


To add an employee, hit New.


You are required to enter an ID, password, last name and first name.  The other fields are optional.  


If this employee is going to be an administrator, check the Administrative box.  Administrators are able to access Business Info, Utilities, Employees and System Options and do administrative tasks.


Check the box(es) at the bottom as needed.  If you check the Groomer and Bather boxes, for example, that means you are able to assign this employee to those services when making a groom appointment.


Hit Save when done.


Employees


Please note:  The Admin ID is the default ID in the system.  You are not able to delete this ID because KC needs it to function.  You can edit it to your own name if needed.  However, if you want to track time punches or commissions, you should add your own ID instead of using the Admin ID.


The next step is to assign the employee Access Rights.  


Click on the employee name and check the boxes for what you want them to be able to access.


Hit Save after each one.


Employees


You also have the option to set Security Levels.  Click on Setup Security Levels.  For example, you can set up levels for all front office employees.


Hit Add.  The name can be 'Front Office".  Check the boxes for what you want them to be able to access.


Click Save when done.


Employees


You can then choose this security level for the employee by clicking on Set Level and choosing it from the drop down menu.


Employees


The Time Card tab is where you monitor the employee's punches.  You can add/modify/delete punches as needed.  You can also move through the weeks by clicking the Prev (Previous) or Next button.


For our example, George forgot to punch out on 9/7.  Click the Modify button to add the correct time.


Click on Missed Punch, enter a reason and who approved it, if required by your business.  Hit Ok when done.


Employees


Enter Payroll Information on that tab. 


If the employee is to be a commissioned employee, you must choose that option from the drop down.  Click here to learn how to set up Commissions.


The boxes at the bottom are used to set the maximum number of appointments for this employee.  If you do not have the grooming module, you won't see this option.  Click here to learn more about this option.


Employees


Enter the employee's schedule on the Schedule tab.


Please note:  If you have the Mobile grooming module, you will need to set a schedule for each employee in order to assign them to appointments.


Employees


The Notes tab can be used to track vacation information, time off requests, administrative notes and so on.


Employees


Once you have all of your employees setup, you can activate the program's security feature.  


Click on File, System Options, Global tab.


There are two levels.


1 - Enable administrative login only.


With this option, users are able to open the program without logging in but if they want to access Business Info, System Options, Employees, or Utilities, they will need to enter an Admin ID/password.


Employees


2 - Enable startup password and security.


If you enable this option, administration login must also be enabled.


With this option enabled, when you start KC, it will require that the employee logs in.  Only their access rights will be available when they login.


If Jane does not have access rights to Revenue reports, when she logs in, Revenue reports will be grayed out and she won't be able to click on it.


Employees


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