Sharing an Employee

What is a shared employee and who can set one up?

Note: Shared employees are for business models where service providers travel to a destination to perform the service. For employees who work at several different locations, businesses should instead set up a multi-location employee to make an employee bookable at multiple locations.

A shared employee is someone who can be booked in any assigned (shared) location. The employee's schedule is managed in the shared employee's Home Location, but a shared employee's schedule applies to all assigned locations. From the Appointment Book, a location can view a shared employee's schedule, blocked time, and booked appointments. Only Central Office can set up a shared employee.

How do shared employees appear in the Appointment Book?

Shared employees always appear in the far-left column of the Appointment Book.

Who can edit a shared employee's appointment?

Any assigned location can edit an appointment that is to be performed at another location; those edit options are limited to length of service, appointment notes, and user-defined fields.

Are there restrictions on setting up a shared employee?

Understand the following before setting up a shared employee:

Once an employee is shared, the employee cannot be "unshared."
Once an employee is shared, that employee's Home Location becomes permanent in Meevo and cannot be changed.
A shared employee cannot be a multi-location employee. You can share a person who is a multi-location user, but not someone who is a multi-location employee.
A shared employee cannot be scheduled in a resource.

What is the difference between a multi-location user and a multi-location employee?

A multi-location user is a person who has been granted access to a location (other than the Home Location) as a User only via the employee profile's Security tab. User-only profiles do not require a Meevo license, so you can grant a user access to a location without using up an active license.

A multi-location employee is someone who has been defined as an employee (via the profile's Main tab) at more than one location. Multi-Location Employees will use up a license for each location in which they are an employee. For example, someone who is an employee at three separate locations will take up three Meevo licenses.

Note: A multi-location employee's schedule is managed individually at each location.

To share an employee

Note: To share an employee, you must be logged into Central Office.

From Central Office, locate and select the employee profile.
Select the Shared tab and select Edit.
Select Is Shared Employee.
Select a location and select Add. Repeat this step for as many locations as desired.
When finished, select Save. Once shared, an employee cannot be "unshared."