1. Accessing the Staff Member Addition Section 0:01
Navigate to Organization > Staff > Add Staff Member.
Fill in the required fields: Email, First Name, and Last Name.
2. Assigning Roles 0:31
Choose the appropriate role for the staff member:
Organization Admin: Can make changes to the entire organization.
Program Admin: Can make changes and operate within their assigned program.
Staff Member: Basic access.
Assign a position
Assign specific positions to the staff member.
Note: They will only be able to claim shifts for the positions assigned.
You can add more positions later if needed.
Send the Invite
The staff member will receive an email invitation.
Upon clicking Accept Invite, they will be prompted to create a password and set up their account.
Notes:
While the staff member is in the pending state(before they have accepted the invite), you can start scheduling them.
Consider importing a large list of staff if you have multiple additions to make. Refer to other instructional videos for guidance on this process.
Schedule staff members as soon as possible to streamline their onboarding experience.