Add Employee

To add a new employee, click on "Employee List" then the green button that says "Add New Employee +":

Add the appropriate details for the new employee:

Employee Name, Employee Type, and Linked User are all mandatory fields.

For linked user, select from an existing user account using the dropdown menu or create a new user by clicking on " + Create and link a New User". When you create and link new user, you'll be asked to enter their first name, last name, and e-mail. All current user accounts can be found under accounts/users. We link users accounts to schedules as some users may have multiple schedules or sites associated with them.

Select either the skill proficiency or spot proficiency. We recommend not using both at the same time. In most cases, spot proficiency is the default and works the best. Spot proficiency allows you to select the specific shifts that this employee can work on. The scheduling engine will only assign the employee to these specific shifts.

Don't forget to click on "Submit" to save your changes and create the employee. You can also click on "Cancel" to prevent adding the new employee.