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Users

  • The Users section enables administrators to manage users in the Regular Staff: including adding, promoting, removing, and also editing their payroll information.

ManageClientRegStaff

Adding A Regular Staff User

  • Click the Add Person Icon to add an existing user to the Regular Staff.

  • Click the InviteUsersIcon to invite new or existing users to join the Regular Staff unit. A single user can be invited or an excel sheet can be uploaded to mass invite users. Uploads should have column headers: Email, LastName, FirstName, BirthDate(Optional), SSN4(Optional), EmployeeId(Optional). Adding a Location and Department will invite the user to that location/department and will add the user to the location/department upon the invite being accepted.

SingleUserInvitation MultiUserInvitation

Edit Regular Staff Payroll Information (If Available, must be payroll admin)

  • Click the Payroll Icon to edit a user's payroll information.

RegStaff Payroll Edit

Promote User in Regular Staff

  • Click the Promote Person Icon to promote a user within the Regular Staff.
  • Promotions may involve additional permissions or responsibilities.

Remove User From Regular Staff

  • Click the Trash Can Icon to remove a user from the Regular Staff.
  • Confirm the action to complete the removal.