Adding Staff

Context:  

If your staff do NOT sync from ProviderPro employees , you must add them directly to Staff Scheduling and/or Time Tracking.

To do so:

Task:

1. Select Staff from the menu and then select Add.

   Step Results: You will see blank Login Information, Basic Information and Company Hours Preferences cards.
   

2. Complete the following information.

   In this field:	Enter/Select:
   Email Address	A unique, correctly formed email address for the employee. This is the email address he/she will log in to Staff Scheduling with. (required)
   Password	A unique password for the employee to use in initial log in. The employee can then change the password to something else. (required)
   First Name & Last Name	The employee's first and last name (required)
   Code	A code for the employee that consists of upper-case letters and numbers only (no special characters or spaces) up to 12 characters long (required)
   Active	If the staff is currently an employee.
   Staff Type	Employee - Regular staff Placeholder Employee - Used for ratio purposes only
   Default Cost Center	If this staff uses Time Clock or Time Tracking,this is his or her default payroll cost center.
   Default Wage Type	If this staff uses Time Clock or Time Tracking, this is his or her default payroll wage type.
   Default Task Type	If this staff uses Time Clock, this is his or her default payroll task.
   Salary	Select if this staff is salaried.
   Min Per Week	The minimum number of hours the staff should work per week.
   Max Per Week	The maximum number of hours the staff should work per week.
   Max Per Day	The maximum number of hours the staff should work per day.
   Absolute Min Per Day	If this staff uses Staff Scheduling, this is the absolute minimum number of hours the staff should work per week.
   Absolute Max Per Week	If this staff uses Staff Scheduling, this is the absolute maximum number of hours the employee should work per week.
   Absolute Max Per Day	If this staff uses Staff Scheduling, this is the absolute maximum number of hours the staff should work per week.
   Cost Per Hour	If this staff uses Staff Scheduling, this is the cost per hour for this staff.
   Do Not Auto Schedule	If this staff uses Staff Scheduling, if Do Not Auto Schedule is selected the Auto Scheduler will never assign this staff to a shift. However, the schedule manager can still manually assign this staff to a shift if he/she meets the criteria for the shift..

3. Click Save.

   The Contact Information (read only unless Manage Contact Info in Options is turned on), Staff Notification Settings (read only unless Manage Notification Settings in Options is turned on), Out of Office Settings, Staff Hours Preferences (Staff Scheduling only/read only), Approved Scheduling Locations (Staff Scheduling only), Job Titles, Qualifications (Staff Scheduling only), Client Exclusions (Staff Scheduling only), and Time Off Balances (read only/import via Import PTO Balances) cards appear.

4. If you want to upload the staff's photo, mouse over the photo icon on the Basic Info card and select Change Image.
   

   The Upload Photo window opens.

5. Drag the photo onto the window or click Choose File to browse for it.
   

6. Select Upload.

   When the photo has been upload Done will appear beneath it

7. Select Cancel to close the window.
   

   The staff's photo now appears on the Basic Info card.
   
   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB