How to add or update an employee in the Cow Tātou office app.
Instructions
Login to the Office app.
Select
/Admin
> Employees
from the top menu.Search
employee, areemployee—are they already in the system?
No
- Select add: select
Add new employee
.Yes
- Select edit: select
employee detailEdit
and updatethe employee’s details.
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
).
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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