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

Instructions

1. Login to the Office app.

2. Select

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1. People > Employees from the top menu.

2. Search employee—are they already in the system? Filter by Inactive

   • No: select Add new employee

   • Yes: select

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1. • View employee (arrow icon) and update the employee’s details.

2. Ensure you have the mandatory information

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1. *

   • First name*

   • Last name

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Job title

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Primary role: required for certain tasks.

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Contract type

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Recruitment type

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Nationality

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1. • *

   • Staff ID* often linked to Payroll

   • Contract type* casual, fixed, permanent or contractor

   • Default role* required to access certain tasks, can apply higher rates

   • Role* other roles the employee might perform, e.g. substitute Supervisor,

2. Select save

3. Review key EMPLOYMENT details:

   • Recruitment type recommended for record keeping and audits

   • Hourly rate ensure topup is ticked for piece work

   • Agreed hours required for overtime or topup for minimum hours agreements

   • Employment period

     • Start date

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Season: depending on Recruitment type.

1. • • recommended for record keeping and audits

     • End date recommended, triggers dashboard alert

   • Groups, Roles and Crew If known, assign the new employee to a Crew and inform the Crew Leader

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Create login access (Details menu → Login and Permission section)

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

2. Email

3. Password

4. Send account activation instructions will send the new Employee login instructions so they can set their own password (requires email address)

5. Permission Group will grant access to features within the Office and Field app

   • If in doubt, refer to your Permission Groups list.

   • You will need to have the appropriate permission yourself (“Organisation Permission”) to manage Permission Groups

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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.

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1. • or add their team.

2. Add key employee DETAILS:

   • Medical and Emergency recommended especially if any important notes for Tātou Field app Supervisor e.g Asthmatic, Allergic to bees

   • Nationality recommended for record keeping, audits and triggers dashboard alert

   • Passport recommended for record keeping, audits and triggers dashboard alert

   • Drivers License recommended for record keeping, audits and triggers dashboard alert

3. Create login access > https://support.tatou.app/kb/how-to-logins-usernames-and-emails

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