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How to add or update an employee in the Cow Tātou office app.

Instructions

  1. Login to the Office app.

  2. Select Admin

    /

    > Employees from the top menu.

  3. Search

    employee, are

    employee—are they already in the system?

    • No

      - Select add

      : select Add new employee.

    • Yes

      - Select edit

      : select Edit and update

      employee detail

      the employee’s details.

  4. Ensure you have the mandatory information:

    • Username

      -

      : auto-generated for new employees but it can be changed as required.

    • First name

    • Last name

    • Job title

    • Primary role

      -

      : required for certain tasks.

    • Contract type

    • Recruitment type

    • Nationality

    • Staff ID

      -

      : often assigned by Payroll.

    • Employment period

      • Start date

      • Season

        (

        : depending on Recruitment type

        )

        .

  5. If known, assign the new employee to a Crew and inform the Crew Leader.

Info

Primary role is the default used in the Field app

Roles can be assigned to tasks and restrict the use of those tasks to employees with that role only. Ensure you assign the correct role for their tasks.

Employee hourly rates are optional. If added this rate will always be used unless the role default hourly rate is greater. If left blank the minimum hourly rate in NZ will be used.

Active status is automatically switched from Inactive when

...

app access is granted or a Crew Leader is assigned

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