Staff

HOW TO CREATE A NEW EMPLOYEE 

1. Open the "Staff" module. 

2. To create a new employee, click on the "New" button. 

3. Then fill in the employee's information. The mandatory fields are employee number and employee name. We recommend also filling in the email. Phone and notes are optional fields. Once everything is filled out, click on the "Save" button. 

4. At the bottom, select the group(s) for which the employee is created. Add the group by clicking the "Add" button. 

HOW TO SEND AN INVITATION 

1. Open the "Staff" module. 

2. Click on the "Invitations" button. 

3. Here you can send invitations to selected employees using their number or name, or checked fields. You can also filter employees based on whether the invitation has been sent or not. After selecting the employees, simply click on the "Send Invitations" button. 

RESTORE A DEACTIVATED EMPLOYEE 

1. Open the "Staff" module. 

2. Set the employee status to "Cancelled" This will display all deactivated employees, which you can then restore to active status. 

3. Restore the employee to active status by clicking the "Activate" button.