Staff

• The Staff section enables administrators to manage users in the Regular Staff, including adding, promoting, and changing their status.

Path 1: Regular Staff -> Manage Regular Staff -> Staff

Path 2: Client Admin -> Regular Staff -> Staff

Adding A Regular Staff User

• Click the to add an existing user to the Regular Staff.

• Click the 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, SSN4, EmployeeId (Optional).

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

• Click the to view/edit a user's locations/departments

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

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

Managing a Regular Staff Member's Roles

• Each regular staff member's roles are shown as a set of tags in the Role column. Member is always present and can't be removed.

• To give a staff member manager permissions, click into the Role field and select Manager from the dropdown.
• To remove the Manager role, click the x on that role's tag.

Changing a Regular Staff Member's Status

• Each staff member has a Status dropdown (Active, Inactive, or Terminated) instead of an outright removal action.

• Use the Status filter above the grid to choose which statuses to show — it defaults to Active only. Select Inactive and/or Terminated to include them.

• If you move a staff member out of Active status while they still have active openings or pending leave requests, the change is rejected: "You cannot remove this staff member because they have active openings or pending leave requests, please resolve those before removing them from [unit name]."

Edit Regular Staff's preferences for substitutes

• Click the to show a grid where you can edit a regular staff member's preference level for substitutes

• Highly Preferred — Adds +2 to the substitute's ranking.

• Preferred — Adds +1 to the substitute's ranking.
• Blocked — Makes the substitute ineligible for assignment.