Create New Staff Account
There are several ways to create new staff. Copying is recommended as it will retain all the candidacy, staff groups, and notification settings. A blank staff account can also be created.
Go to Setup > Staff Setup > Staff List
Click on Add New Staff Member in the upper right corner.
Personal Information Part 1
Enter Frist Name and Last Name.
Enter unique login ID.
Enter email if available. Needed to send activation email.
Set Security Group.
Set Status to Active.
Set any other fields at this time and then click Save in the upper right corner.
Personal Information Part 2
In order to create a new staff member, the first name, last name, Login ID, and security group are required, or it will not save.
Middle and maiden names are rarely used.
Login ID must be unique and if it is not the system will error when saving. When a staff member is copied the system will automatically add a 1 at the end of the copied login ID. Typically this happens if the staff already exists in the system.
Email address is required to send notifications and activation emails. If there is no email and the account is active a prompt to manually create the password will pop-up.
Abbreviations are used for filtering schedules and reporting. It is not literally the staff abbreviation; only what data needs to show on the schedule other than staff full names.
Security group is chosen from the list currently in the system. This controls time off assignments, menu, and functionality for the staff member.
Status must be set to Active for the staff member’s account to be active in the system. By default, it will be Inactive.
Default page, filter, and mobile filter are rarely used. These are typically controlled through the security group. When a default page is set the staff member will be directed to that page upon login and not the main landing page with quick links. A mobile filter set here will override the default mobile filter set in their security group.
Gender is only used by sites needing to schedule based on gender.
Staff equity groups is discussed in detail later in the document.
Personal Information Part 3
Show name in Outlook integration is set to Hide by default.
The sort order is set to 0 by default. This is used to filter staff in the schedules. It is also the order in which staff show on the staff list under some menus including the work pattern page.
The time off roles can be setup for custom times in addition to set time off blocks. If a staff member should be allowed to request custom times for time off roles the option must be checked in this section.
No comments are required and rarely used.
Scheduled by Momentum is a way to quickly see on the main staff page whether a staff member is a scheduled provider or a non-scheduled admin/view only staff member. It does not control whether they are scheduled.