Staff Management
Build your team roster, assign roles and pay rates, and keep everyone connected to checklists and the schedule.
Overview
The Staff page (Team → Staff) is where you manage everyone who works at your location. Each staff member has a profile with their role, contact details, and pay rate, and connects to the checklists and shifts you assign them.
Adding a Staff Member
- 1
Click "Add Staff"
The button is in the top right of the Staff page.
- 2
Enter the required details
Name, email, and a position category are required. Add phone and address details if you want them on file.
- 3
Set the pay rate
Enter a rate and choose a rate type: Hourly, Daily, or Salary. This feeds the labor cost shown on your dashboard and reports.
- 4
Add manager notes and save
Use the notes field for availability, skills, or preferences, then click "Add Staff" to save.
Editing & Deactivating
Click any staff card to open their profile, view upcoming shifts, and make changes.
- 1
Edit details
Click "Edit" on the profile, update any field, and click "Update" to save.
- 2
Deactivate when someone leaves
Use "Deactivate" (or uncheck Active when editing). This keeps the record but removes their future shifts.
Finding & Emailing Staff
The Staff list shows everyone as cards. To work through a large team:
- Search by name or email
- Filter by position category
- Select multiple staff, then use Bulk Email to message them at once
From a staff profile you can also quickly Email, Call, or Text that person.
Checklists & Scheduling
Checklists
Assign a checklist to a specific staff member so responsibility is clear and their name shows on the task.
Scheduling
Add staff to shifts in the Weekly Schedule. Their profile lists upcoming shifts with date, time, and hours.
Related guides: