Contents of this article is applicable to the following users
Tier: START UP, GROWTH, SCALE
Platform: Web
Access Level: Owner & Manager
Once you have created your own profile, you can start adding staff into your organisation from the webapp.
You can also add staff on the mobile app, find out how in this article.
This guide will cover the following:
Add Staff Individually
Every staff account is attached to a specific phone number, so do ensure that the numbers provided are up to date.
1. In the Web App, go to My Team > click on ‘+ Add Staff’ button.
2. Select the section you wish to add your staff into to ensure that their particulars are tagged to that section.
3. Enter the details of each staff member.
For foreign numbers, click on the country flag to change the country code accordingly.
Access levels determine the types of viewing and editing permissions to the staff. Here’s a quick overview of the levels from bottom up:
Employee: Only able to view and acknowledge their own schedule and timesheet
Supervisor: Able to view the section schedule on a daily basis, no editing rights
Manager: Schedule Employees, Add Employees to Organization, Edit and Export Timesheets
Owner: View and Input Wages, Edit Company Settings
The default role in the system is Staff. If you have created other roles, you will be able to choose from the dropdown box.
Enabling the ‘Send App Link’ button will send out an SMS to the staff with a link prompting them to download the StaffAny app on their mobile phone
4 .Click on the ‘Confirm’ button
Having the “Send App Link” toggle turned on, you staff will be sent an invite link to join StaffAny via SMS once you click “Confirm”
You will be able to see the staff you have just added with the ‘Resend Invite’ status under Account column. Once they have downloaded the app and created their profile, their status will be updated to 'Active'.
Mass Add Staff
1. In the Web App, go to My Team > click on ‘+ Mass Add/Edit’ button > CSV - Add New Staff.
2. Select the correct section > click the 'Download' button.
3. Open the downloaded CSV file and fill in the staff details.
Do note that columns D - G are case sensitive (lower case),
Phone Number: include country code (e.g.+6512345678)
Contract Type
Access Level
Role
Join Date: dd.mm.yy (e.g. 01.09.21)
4. Upload your CSV template > Click on the 'Submit' button
Add Staff via Invite Code
The invite code feature makes it quick and easy to add staff to your team via their mobile number - no more manual data entry required. Once they've submitted their request, all you need to do is approve it and they'll be added to your team.
Read this article to learn how to enable the invite code feature for your organisation.
How to Send Invite Codes
There are two main ways to send invite codes to your staff
Share via Whatsapp / Telegram / Email
Copy invite Code
You may also send invite codes from the mobile app. Read this article to learn more.
Share via Whatsapp / Telegram / Email
If you are using these communication channels, we have a convenient way for you to share the invite code with your team.
On the webapp, go to My Team
Click on More Actions > Invite Staff with Code
Ensure that the right section has been selected. Then click on the icon button to share the invite code to your staff through that channel.
Note: Please note that this feature is currently unavailable on Telegram web. To share the code on Telegram, you'll need to have the Telegram app installed on your computer.
Copy Invite Code
Not using Whatsapp, Telegram or Email? We’ve got you covered too! You can manually copy the invite code and paste it into any communication channel. There are 2 places where you can do this:
My Team
Section Settings
My Team
On the webapp, go to My Team
Click on More Actions > Invite Staff with Code
Ensure that the right section has been selected, then click on Copy Code to copy it to your clipboard
Paste it in the communication channel
Section Settings
On the webapp, go to Settings > Sections
Select the section that you want to copy the invite code from
Select the Invite Code tab
Click on the Copy Code button to copy it to your clipboard
Paste it in the communication channel
Managing Invite Code Requests
Ensuring that only the right people have access to your organisation is crucial. To maintain control and security, it's important to actively manage join organisation requests.
You may also manage invite codes from the mobile app. Read this article to learn more.
On the webapp, go to My Team
If there is a pending request, you will see the join section request card. Click on View to manage the requests.
Click on Accept to add the staff into your organisation or click on Reject to remove the staff’s request.