Add staff manually

Step 1: Staff Settings

If you have additional staff members that require access to the system, you can add these manually. This is quick and easy if you only have a few staff members. If you have five or more, then consider using the import function.

Key Learning Points

  • A new staff record has no settings and no privileges assigned to them.
  • When you save a staff account, the user will receive an automatic email with their login details.
  • Disabling the Currently Working? option does not deactivate a user; it just excludes them from entering timesheets and appearing in job allocation lists.

Tips & Tricks

  • Consider using 0 or 1 for base rate, if the base rate is directly linked to the staff member’s wages.
  • Enter billable rates for each staff member, so you can bill clients according to the time that they will record against jobs.

What should I do now?

  • If you have up to four staff members, proceed to add them to the system now. Then skip ahead to Add staff teams.
  • If you have five or more staff members, than you may want to consider using the import function instead. Proceed to the next tutorial: Import staff records.

Useful Links