Where

System › Setup › People › Staff for the account · HR › HR Records for the HR record

Who

Anyone allowed to add staff sees + New staff member.

Add a person

A staff member needs a job position. If there are none yet, add one first under HR › HR Records › The organisation › Job descriptions.

On the Staff list press + New staff member. The form New Staff Member opens.

On the Profile tab fill in the fields marked with a star: Staff code, First name, Email, Company, Job position and Password. The line at the bottom names what is still needed before the form can be saved.

Choose their Status (Working, Probation or Left), Workplace, Direct manager and Role. Under Other information tick their Member departments. Tick Send welcome email if they should get one.

The Related information tab holds personal details, documents, bank and tax details, who to call, and online profiles. Fill in what you have.

Press Save. To leave without saving, press Close.

Find a person

On the Staff list, narrow by role, by permission team, or by active and inactive. Press Open on a row to open the person. On HR › HR Records, narrow by org unit, position and status; Show archived brings back archived records, and Export to Excel and Import work on the whole list. HR Records has three views: Dashboard, HR Records and Contracts.

The Staff list: everyone with an account, their role and last login

HR Records: the list of HR records with its filters

HR Records › Contracts: every contract with its type and dates

The staff record's tabs

System › Setup › People › Staff, then a person.

Tab	What it holds	What you can do there
Profile	Name, email, phone, role, reading direction, working hours, permission team and email signature. The switches Active, Is a staff member and Administrator.	Change and press Save.
Permissions	What they may do: what comes from their role, and what is granted or denied for them alone.	Click a capability to change it: from the role, denied for this person, back to the role. A denial always wins. Nobody changes their own permissions.
Companies	Which companies they work in. It decides what they see: every list, every report, every card.	Choose a company and press Add. Someone placed in no company Works in every company.

At the top of another person's record:

Reset their password: gives them a new password when they have lost theirs.
Close their account: when someone leaves. They can no longer sign in, and everything they worked on stays where it is.
Ask Flowrica: ask about this person, for example why they cannot see something.

The HR record's tabs

HR › HR Records, then a person. ← All records goes back to the list.

Tab	What it holds	What you can do there
Profile	Employment (staff code, status, org unit, position, workplace, shift, permission team, hire date), time logged, personal details and papers, education.	Edit the employment or the personal details; + Add education.
Contract	Their contracts: type, reference, start, end and signing date.	Read. A contract is added on the Contracts view of HR Records with + Add contract.
Dependants	Their dependants, with relationship and date of birth.	+ Add, Edit, Delete.
Training	The training recorded for them.	Read.
Projects	The projects they are on, with status, tasks and end date.	Read.
Attachments	Files on their HR record.	+ Upload file, or Upload from your phone.
Payslips	Their standing allowances and every payslip.	Download a payslip.

An HR record, Payslips tab: standing allowances and payslips

A person with no org unit has nobody to approve their leave, so a leave request from them is refused. The HR Records list says how many people are in that state. The permission team is a separate thing and is set on the staff record.

Flowrica on these screens: she can start Add a staff member with you, one question at a time; nothing is saved until you press the form's own button. Next: give them a role. A person can also ask for access to a screen they need.

Add your staff

Add a person

Find a person

The staff record's tabs

The HR record's tabs