To add new staff members using the quick add option, open your taskbar in the top right of your screen and select 'add staff', then select 'Quick Add'. This method allows you to add multiple staff rapidly, with just their name and email address. You can enter the rest of their information at a later time.
Once on the quick add screen:
- Enter the email address, first name and last name of the employee/s you wish to add.
- Select the working pattern you wish to assign them to. (If the working pattern does not exist, you will need to create one before adding your new staff member/s).
- Choose to send their invite email by ticking 'send invitation email to staff?'. Leave this box unticked if you want to send this email later. This email will contain a link which will allow your new staff members to activate their account.
- Hit 'Save'.
You will be taken to your Organisation Chart
, where you can assign a manager
and add a job title to your new employees. You can also determine whether they have admin permissions here. To do this, click on the cog next to their name. Alternatively, click on their name and add their data directly to their profile