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Adding Staff

How to Add a Staff Member

  • Click on the Add button at the top right corner of the page and select Staff/Contractor/Supplier.

General Info

  • Select Staff under Who are you adding?
  • Choose the Department and Role from the pick lists.
  • Type the staff member's Email and choose which email notification options the user should receive by checking the appropriate boxes.
  • If the staff member belongs to a team, click on the Teams field and select one from the list. When a team is assigned to work orders, all staff assigned to the team will see those work orders on their dashboard under the Just My Work/Just My Teams section. *Note: Staff can be assigned to multiple teams if needed.
  • Enter the staff member's First Name and Last Name.
  • If applicable, enter the staff member's Trades. This helps the person assigning labor to make sure the most qualified person is assigned to the work.
  • Enter a unique Username.
  • Create a password for the staff member by typing the password into both the Staff Password and Retype Password fields. *Note: We recommend using a secure password that includes letters, numbers, and a symbol.
  • Enter any additional information for the staff member.
  • Click Save. *Note: After saving the information in the General Info section, additional options will appear on the page.
  • If needed click the Upload Photo link to select a photo of the staff member from your computer.

 

Location Access

  • Click Location Access to expand this panel.
  • Click the Edit the list of locations they can view link.
  • Use the location picker to select any locations the staff member should be allowed to submit requests for. If you would like to select all child locations for a particular top-level location, hover your mouse over the top-level location and click Select All.
  • Click the Choose Highlighted Location button to save the location settings for this staff member.

 

Working Hours

  • Check the Days of the week that this staff member works.
  • Enter their shift Start and End times.
  • You can add additional information about this staff member's work schedule in the fields below.
  • Click Save.

 

Away From Work

  • Click Away From Work to expand this panel.
  • Enter the Start Date, Start Time, End Date, and End Time.
  • Choose the Reason the staff member will be away from work from the pick list.
  • Click Save.

 

Pay Rates

In this section you can select a pay rate for the staff member. Pay rates are useful to track internal costs against a work order. *Note: Only staff with the appropriate permissions can view pay rates.

  • Click on Rates to expand this panel.
  • Select the Rate Name by clicking the field and choosing an option from the pick list.
  • Enter the Rate.
  • Select the Effective date in the mini calendar.
  • Check the Default box if this is the staff member's default rate.
  • Click the Save icon ().

 

Certifications

In this section you can add any certifications for the staff member.

  • Click on Certifications to expand this panel.
  • Select the Certification by clicking the field and choosing an option from the pick list.
  • Select the Expiry Date and Certification Date by clicking in the field and choosing the date on the mini calendar.
  • Enter any Requirements if necessary.
  • Click the Save icon ().

 

Licenses

In this section you can add any licenses for the staff member.

  • Click Licenses to expand this panel.
  • Select the License Type by clicking the field and choosing an option from the pick list.
  • Select the Expiry Date and Issue Date by clicking in the field and choosing the date on the mini calendar.
  • Enter any Requirements if necessary.
  • Click the Save icon ().

 

Attachments

In this section, you can add any attachments from your computer, the web, or from a Dropbox account.

  • Click on Attachments to expand this panel.
  • Click the Choose a File button and select an upload option.
  • If needed, enter any Notes about the file.
  • Click the Upload button to add the file to TheWorxHub.
  • If you need to upload additional items, click the Add More Files link.

 

Log

The Log is where any changes made to the staff member will be recorded.

  • Click Log to expand this panel.
  • You can record a note in the Log by clicking the New Note button.
  • Enter the note in the text box and click Save.

 

 

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