Add Staff Members

Purpose

Add a new Staff Member to a specific Site in the organisation, and update the lookup list for Staff Members.

Before you start

• Configure Trades, Sections and Staff Competencies.
• Configure Documents.
• If costs incurred by Staff Members are going to be recorded then configure the Cost Elements to which Staff Members are allocated.

How to… Add a Staff Member

1.   Click Staff - Staff Members, and then click  Edit.

     The Staff Member edit window open:

2.   Click + in the toolbar.

3.   Enter the required data on the applicable tabs.
Header
Details
Maintenance Manager
Performance Manager
Notes, if required.

4.   Save the record.

5.   Link the following items to the Staff Member.
Staff Competencies

As a result...

•  The Staff Member becomes available to all system functions.

Business rules

• A Staff Member must be linked to a non-virtual Site, which is identified by  in the Sites window.

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