Walla

Welcome to the streamlined process of staff profile creation in Walla! This step-by-step walks you through this essential task seamlessly. 

Before you start there are a couple of important things to keep in mind

Once you create a staff profile, you there is not a setting that switches staff profile types.

An employee profile can not be switched to a contractor profile or vice versa just by changing a staff profile setting, so choose the right type initially!

- Once you create a staff profile, you there is not a setting that switches staff profile types. 
- An employee profile can not be switched to a contractor profile or vice versa just by changing a staff profile setting, so choose the right type initially!

Make sure to enter the correct personal email address for your staff member, as you won't be able to edit it later without reaching out to Walla Support.

- Make sure to enter the correct personal email address for your staff member, as you won't be able to edit it later without reaching out to Walla Support.

From the Navigation Menu select Staff

Choose whether the staff member is an Employee or Contractor

Enter Name &amp; Contact information

1. From the Navigation Menu select Staff
2. Click the Add New Staff button
3. Choose whether the staff member is an Employee or Contractor
4. Enter Name &amp; Contact information
5. Save

Enter staff Start Date and who the staff member Reports To

Enter their Social Security Number and Date of Birth

1. Enter staff Start Date and who the staff member Reports To
2. Also, enter their Job Title
3. Enter their Social Security Number and Date of Birth
4. Save

At least one role must be provided when adding an employee. Roles are not a part of the contractor profile creation workflow. Roles are used for time clock pay and salary pay. Enter in $0 if the staff member will not use either.

Enter the Default Hours per period ​ ​Rate Type: Salary/ No Overtime means the employee is paid a set amount. ​ ​Salary/ Eligible for overtime means the employee is paid a set amount but can receive more than the set amount. ​ ​Paid by the hour means the employee can use the time clock to clock-in and clock out.

1. Enter a Role Name
2. Choose a Rate Type
3. Enter the Default Hours per period ​ ​Rate Type: Salary/ No Overtime means the employee is paid a set amount. ​ ​Salary/ Eligible for overtime means the employee is paid a set amount but can receive more than the set amount. ​ ​Paid by the hour means the employee can use the time clock to clock-in and clock out.

Step 3: Add Permissions and Primary Location

To learn more about permission levels, view permission levels Staff Permissions found under Business Settings.

Follow these steps to assign one or more permission groups to a staff profile:

Choose a staff role (permission group) from the drop-down: Business Manager, Location Manager, Manager, Instructor, Front Desk, or No Access.

Select the location the role applies to

Chose a Primary studio location for their profile

1. Choose a staff role (permission group) from the drop-down: Business Manager, Location Manager, Manager, Instructor, Front Desk, or No Access.
2. Select the location the role applies to
3. Chose a Primary studio location for their profile
4. Save

ℹ️ What is the No Access staff permission group? Choose no access if you want to schedule your staff member but you do not want to have them login to your site.

Enter a bio for the widgets and Walla App

1. Enter a bio for the widgets and Walla App
2. Assign pay rates
3. Save

Add a New Contractor or Employee

Step 1: Add Contact Information

Step 2: Add Employment Details

Assign a Default Role

Step 3: Add Permissions and Primary Location

Step 4: Additional Instructor Info