Set up working days for a staff member
Steps to set employment status and working days for a staff member in Workzilla.
What you'll have at the end
Employment status and working days are saved against the staff member and will be used to pro-rata targets and leave adjustments accurately.
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1Navigate to Administration > Manage Users
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2Click the staff member's name to open their profileLocation data on this screen comes from your practice management software and cannot be edited in Workzilla.
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3No existing statusSelect Full-time or Part-time from the Current employment status dropdown and select their working daysFor part-time staff, select only the days they work. This tells Workzilla which days to account for when adjusting targets for public holidays and leave.
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4Existing status presentClick the dropdown to open the employment status history modal and add a new entrySelect the new status, choose the working days, set a start date, and click Add. The entry inserts itself into the history in chronological order. Click Save changes when done.
Working days are saved and will be used to pro-rata targets from the relevant start date. For example, if a staff member works Monday and Tuesday only and a public holiday falls on Monday, Workzilla will adjust their target accordingly if public holidays are set to Reduce.