Staff Management is a new module under active development. We have very exciting features coming soon (recruitment, advanced scheduling, a mobile app for staff, etc.); so keep an eye on this module!
In order to manage your staff in Amilia, you first need to create staff members for your organization.
Step by Step
1. Select the Staff-Management module on the left menu and click .
2. Enter your staff member’s email and click Next.
3. If your staff’s email is not linked to an existing Amilia client account:
If an Amilia client account is associated with the email, you will see the following:
Choose a person in the client account linked to that email. If their name is not on the ‘Choose a Person’ list, then you must reach out to the email recipient personally, so they may add the person to their Amilia account.
4. Click .
If you make a mistake creating a Staff Member's profile or no longer need a Staff profile, click on their name and select .
Now that your staff member(s) have been created, it's time to add tags (if required) and schedule availabilities!
- Assign Tags to your Staff;
- Assign Staff Availabilities;
- Assign Staff to Activities;
- Viewing Staff Schedules; and
- Time Tracking for your Staff.