Creating Staff Members

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!

If you are currently using the old Staff module and would like to experience the new Staff Scheduling functionality, let us know at product@amilia.com and we'll unlock the module for you!

 

In order to manage your staff in Amilia, you first need to create staff members for your organization. 

0.new_module_EN.png

 

Step by Step

1. Select the Staff-Management module on the left menu and click NEW_STAFF_MEMBER_ENG.png.

2. Enter your staff member’s email and click Next.

New_Staff_email_eng.png

 

3. If your staff’s email is not linked to an existing Amilia client account:

NEWSTAFFEREMAIL_ENG.png

OR

If an Amilia client account is associated with the email, you will see the following:

 EXISTING_STAFFER_ENG.png

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 CREATE_ENG.png.

 

If you make a mistake creating a Staff Member's profile or no longer need a Staff profile, click on their name and select archive_ENG.png.

 

Now that your staff member(s) have been created, it's time to add tags (if required) and schedule availabilities!

 

What's Next? 

 

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