Skip to content

Users

- The Users section enables administrators to manage users in the Regular Staff, including adding, removing, and promoting them.

ManagingRegStaffPage

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, SSN4, EmployeeId(Optional).

SingleUserInvitation MultiUserInvitation

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

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

AddUserLocationsDepartments

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.

Edit Staff's preferences for substitutes

- Click the ExpandGridDetailsIcon to show a grid where you can edit a staff'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.

ManagerSetStaffSubPreference