How to add or update an employee in the Tātou office app.
Instructions
Login to the Office app.
Select Admin → Employees from the top menu.
Search employee—are they already in the system?
No: select Add new employee
Yes: select Edit and update the employee’s details.
Ensure you have the mandatory information:
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.
Create login access (Details menu → Login and Permission section)
Username: auto-generated for new employees but it can be changed as required
Email
Password
Send account activation instructions will send the new Employee login instructions so they can set their own password (requires email address)
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
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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