Create Staff Profile

This page enables administrators to efficiently add new staff members to the system. Administrators can input essential details such as name, email, role, and department for each new user. Once submitted, the system generates login credentials and assigns appropriate access levels based on the designated role. This streamlined process ensures quick integration of new staff into the organizations digital ecosystem.

1. Here you can find and access the Staff Users table view.

2. On the Staff Users page you will see the complete Staff Overview. On the top right corner you will find the button to add new staff users.

3. After you click Add Staff button you will see a popup window in which the creation process of staff begins. NOTICE - IF YOU WANT TO QUICKLY ADD A NEW STAFF USER CLICK ON QUICK ADD IN WHICH THE USER WILL BE CREATED AND YOU CAN EDIT THE INFO YOU WANT ON THAT PARTICULAR STAFF USER PROFILE LATER ON.

4. In the Compensation tab you will be prompted to input the following information that is being created such as: Tax ID, Tax Type, Expense Account and as well the Payout method of that particular Staff member. 

5. In the Policies tab you can set the Attendance Policy for your Staff user as well as the Workers Compensation Liability. These two can be also set in the Company Settings and used later for creating every Staff User. 

6. On the Restrictions & Shift Tab you can input the working hours of your Staff member and also, if you want to do, force that Staff user to login into our system with only one device which you can put in the Restrict Login by IP field.

7. Previous Employment tab has an overview of Staff users previous employment if that is the case that you need that kind of information. 

8. Any additional information you want to store in the system and that are regarded to that particular Staff user can be uploaded in the Documents tab.

9. Depending on what you have from the add-ons section connected to your system, you will have an overview here and connect those particular devices/functionalities to the Staff user.

10. Upon creating a new Staff user you can find their profile on the Staff table view and this is what that individual profile will look like: