Similar to ,
Staff Segments
allow you to organize your staff into multiple groupings, tailored to your needs. One of the key ways to group staff is by Date of Hire
, enabling you to automatically create segments based on how long staff members have been working for you (relative to the current date). Here's how you can leverage Staff Segments:- You can set up automatic staff segments on the Operations > Segments > Staff Segmentspage.
- Staff can be segmented based on Date of Hire,Account Type,Tag,Territory, and anycustom search.
- Staff members can belong to multiple Staff Segments simultaneously.
- Individual staff cannot be manually added or removed from a segment --- instead, adjust the segment's criteria to include or exclude them.
- Segment-based Custom Rates: For larger companies, this feature saves significant time by eliminating the need to constantly adjust custom rates for individual staff members. Simply set a rate for the Staff Segment, and the portal will apply it automatically.
Note: If a staff member belongs to multiple segments with custom rates, the portal will apply the rate from the first segment listed on the
Segments
page (you can reorder this list as needed).
- Segment-based Hourly Pay Rates and Additional Pet Pricing: Set and manage hourly pay rates and custom pricing for additional pets at the segment level.
- Segment-based ANYONE Assignments: Assign visits to an entire Staff Segment. Only staff in that segment will be notified, and they will have the ability to view and accept the visits.
- Send Messages to Staff Segments: From theCommunication > Messagespage, you can send messages directly to any Staff Segment, just like messaging Client Segments.
- Filter Reports and Master Schedule by Staff Segment: Easily search and filter your reports or the Master Schedule by Staff Segment. Don't forget to use theSave Searchoption on the schedule for quick access to frequently used filters.