Add a new support worker

Do this

1. 1

   Click Staff in the left menu.

   

2. 2

   Click New Staff at the top right.

   

3. 3

   Under Personal Information, type their First Name, Last Name and Email. Those three are required — the email is also how they are invited to the app.

   

4. 4

   Add their Phone, Address, Date of Birth and Gender if you hold them.

   

5. 5

   Under Role & Access, set the Role. This decides what they can see: a support worker sees their own shifts, an office user sees the whole roster.

   

6. 6

   Set the Employment Type — full time, part time, casual or contractor. It decides which pay rules apply.

   

7. 7

   Set the Start Date, and an End Date only if the engagement is fixed.

   

8. 8

   Click Save.

9. 9

   Now open the worker you just created and set their Pay Group on the Overview tab. It is not on this form, and a worker with no pay group can be rostered and will be paid nothing, with no warning.

10. 10

    Then add their qualifications and checks under Documents, each with its expiry date.