HR: Updating the Key information on a Staff Member

OVERVIEW:

This article covers the key information of a staff member or contractor. There is information that is crucial to the working of the system.

FIRST THING:

  1. Go to the HR MENU
  2. Go to the Staff List (Active Only)
  3. Search for the staff member you want to edit and right click to EDIT

SETTING THE LOCATION:

  1. Scroll to the Basic Information Section
  2. Update the Main Service Location and the Add-on Locations

The locations relate to WHICH JOBS and CALENDAR Activities will be displayed for this staff member or contractor. 

EXAMPLE: If you have two branches (Grootville and Tohmas Town) you may want to give a staff member access to the jobs in Grootville only. So you would leave Tohmas Town out of the Add-on locations.

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