To add a new member of staff go to the Team tab and select Staff
On the top right hand side of the screen you will see a purple tab Add New Staff - click on this
Add the staff member's first name, last name and email address (it is important to make sure the email address is valid as the invite to complete registration gets sent to the staff member via this email address)
Add the Account Type:
- Super Admin - The Person who sets up the Account will automatically be set up as a Super Admin. They will be able to add other Super Admins and will be able to downgrade other Super Admins to Admin or Staff. They will not be able to amend their own Account Type. A Super Admin can add another Super Admin and they have an overview of everything on the system. The original Super Admin cannot be amended or removed
- Admin - An admin member has access to full functionality eg they can add children's bookings and they can set up rotas, but they will not be able to see the personal details of any Super Admins
- Staff - A staff member will be able to view sessions and check children in and out and add activity reports. They will also be able to view rotas. They will not be able to add children's bookings or set up rotas
Add the Employment Type:
- Full Time - for any full time workers who work regular hours each week. Once they have verified their account you will be able to add their regular hours to their profile enabling these hours to be visible in the rotas section
- Part Time - for any part-time workers who work regular hours each week. You can also include sessional workers who work the same hours each week in here. Once they have verified their account you will be able to add their regular hours to their profile enabling these hours to be visible in the rotas section
- Sessional - this account type should be used for any sessional workers who do not have the same working hours each week. Once they have verified their account, they can log in and add their availability on a weekly basis. Their hours will not show up in the rota section until they have added their availability. Instructions for Sessional Workers can be found under Sessional Workers in the FAQ's.
Add their weekly hours, wage/salary and holiday entitlement - to change from per hour click on the word per hour and a drop down will appear with the option of per hour, per week, per month or per year. Amend these as necessary.
Select the service that this staff member will be associated with (or multiple services, if applicable) and add their role for each service.
Click on Send Invite - this will send an email to the staff member asking them to verify their account by adding a password. This is time sensitive so it is important that they go through the verification process as soon as they receive the email
Once a staff member has verified their account the service will be able to add the staff member's regular hours to their personal details. To do this they must:
- Go to Service and select Staff List
- Click on View Profile of the staff member you want to add the working hours for
- Go to Work Schedule and add the days and hours that that staff member works
- You can also add holidays and absences and add Qualification and Skills and upload qualification documents here.
For more info on Adding Holidays and Absences or Adding Qualifications and Skills go to the FAQ's and search for these items