Adding a New Staff Member

Adding a New Staff Member

To Add a new Staff Member
  1. Create the client record, add details and save.
  2. Click Staff button on main button menu then the New button.
  3. Click OK to the message and search for the client you just created.
  4. Once new staff record has opened.
  5. Enter a Staff ID and then click tick to save.
  6. Click the Staff tab
  7. Enter a Start Date, assign an Access Level.
  8. If Staff member needs a column on the roster
    1. Click F11: Roster button
    2. Tick Allocate to this diary
    3. Set Roster for days/times they will be working. (For more information on rosters check out the section from the staff chapter of the manual)
Note: Once the Staff record is set up the staff member can change their password from Staff record -> Staff Tab -> Change Password. By default the initial password will be password.


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