Introduction
In this article, you will learn how the process of creating an employee's profile works in Perfect Gym Manager. You'll get familiar with the key aspects of employee profile setup and the necessary steps for its creation.
- This article will help you to understand the whole process of Employee's creation. We will describe why departments, system roles and system permissions are so important, and how to use them during creating of Employee profile.
- This article will be helpful to PG Champion, Club Manager and Club Owner.
Feature description
Creating an employee profile in PGM involves more than just entering personal details. You also need to specify the department in which the employee works and their position. You also need to configure System Permissions, which allow you to control access to different parts of the system, ensuring that each employee can only view specific data.
Below, you'll find descriptions of departments, employee positions, and system permissions that need to be specified before adding an employee profile in PGM.
What are Departments?
In Perfect Gym Manager, departments are purely informational and displayed only on the employees' profiles. They are used to represent the actual departments present in your club. They show for the largest organizational groups that can be defined and customized to align with your organizational chart.
What are employee positions?
Employee position is the title of an employee that might be used for information purposes. It helps you to group employees based on their position in the club, i.e. Receptionist, Senior Receptionist, Sales Consultant can all be included into the Sales&Reception. If you're creating a position related to trainers or instructors make sure that "Trainer" is selected as the system type.
What are system permissions?
System permissions are simply each employee’s level of access in the PerfectGym system. Every Employee Role in the system has a set of system permissions associated with it; for instance: a Club Manager will have access and permissions to all system functions while Reception will have less access, yet enough to carry out standard reception functions in the club (e.g. will not see Financial revenue reports).
Based on your own business standards, you can choose from a range of predefined role types, such as System Administrator, General Manager, Sales&Reception or Trainer. You can edit and change permissions for all system roles. Additionally, if you find the default roles and permissions insufficient, you can create your own roles and permissions in the system and assign them to your employees.
After defining the structure of your organization you need to recreate this structure in PGM. These are the steps you need to take to successfully add employees to the system: