How Do I Add a New Staff Record?

Modified on Mon, 31 Oct, 2022 at 12:40 PM

When you add a new staff, you need to create a staff record for them before you can assign them any services. You will also need a staff record for any scheduling staff who may not need to have particular services assigned to them. You may have a procedure for adding new staff, including what their rate of pay will be, and any essential documentation that you wish to include such as a copy of their driving license.

There is no limit as to the quantity of staff members you can add.

Tip: To change the content and layout in this section, see Custom Fields.

About Custom Fields
Custom fields enable you to customize the clients pages in your database. This means you can add any kind of data you want such as simple text fields, drop down lists, dates, multi-line notes fields, email address fields, image uploads, file uploads, Weblinks and more. If you add custom fields, screenshots may not look the same as your database.

Note: If you (as the business owner) also work in the field and need to assign services to yourself, you will need a Staff record, for example to store emergency contacts that one of your staff could access.

How do I Add a New Staff Record for my New Hire?

Navigation: Admin > Staff

Step 1

Click the option "+ New Staff."
Enter the staff member's first and last name.
Enter the email address they will use for logging in and work emails.
Click "Create Staff."

The staff record is now ready for you to add all your data into.

Add a staff record for your employee in pet sitter software

Step 2

Enter their contact details, including the following fields if required.

What Staff Details do you need?

First and Last Name

Add the names that your staff are known by and how they want to appear in staff correspondence.

Tip: Be wary of over familiar nicknames as these can appear automatically in some client correspondence. See List of Available Merge Codes and their Uses.

ScheduleRef - Staff Short name (appears in Schedule)

Keeping this short means that the Schedule will be less cluttered.

Profile Picture

You can upload a photo of the staff member in .jpg or .png format.

Home Phone

Record the staff members own landline telephone.

Work Mobile

If you give staff a work mobile, record the number here.

Personal Mobile

Record their own mobile number here.

Work Email

An important field as this email address will be use in several areas of correspondence in Pet Sitter Plus.

Personal Email

An alternative email address to contact staff after they have left your employment.

Preferred Contact

An option to record how to contact your staff.

Email Schedule

See Email Staff Schedule Automatically to read more about this function.

Address

Add the staff member's home address. This field also pinpoints their home location on their staff map.

Staff Notes

A useful area to record any important notes about the staff member.

Tip: Once you have created a staff record, you can:
complete the staff employment details
add an emergency contact
set the employment status
update and manage staff availability
5th bulleted item

Step 3

Once you have created a staff record, you can send the login details to your staff. See How Can Staff Login on Mobile on how they login and create a password.