How to Create & Manage Employee Profiles

RepairDesk allows you to assign roles, set permissions, and track employee activity, ensuring smooth operations and secure access at every level so you can empower your team while maintaining control.

Video Guide:

FAQs:

What is the purpose of assigning a role to an employee?

Assigning a role, such as Technician or Store Manager, determines what actions they can perform in RepairDesk. You can further customize role permissions from the Manage Roles section. (Learn more)

Can I set up a commission structure for employees?

Yes, commission structures can be enabled and customized per employee profile to incentivize performance. It can be setup through 9 dots > Store Settings > Employees > Commissions. (Learn More)

How do I set an access PIN for an employee?

A 4-digit access PIN can be set while creating or editing an employee profile. This PIN is required for actions like clocking in/out, checking out, or booking a repair job.

To set access pin go to Store Settings > Employees > Manage Employees > Tap Action coinciding the employee profile you want to edit and select Edit. Locate the Access Pin field and edit.

How can I restrict employee access to specific IP addresses?

To ensure employees only log in from the store/approved locations, enter the store’s static IP address in the IP WhiteList section of the employee profile.

Can I manage payroll details within RepairDesk?

Yes, you can enter the employee’s hourly rate or salary, set payment frequency (daily, weekly, or monthly), and track working hours using the working calendar feature. (Learn more)

How do employees update their personal information?

Employees can go to Account > Profile to modify their details. They can also change their password from the Update Password section. (Learn more)

How do I delete an employee profile?

To delete an employee profile, go to Manage Employees, select the employee, click Action then delete their profile.