Adding a Staff Member

Adding a Staff Member

To add a staff member to WorkflowMax, you need to enter the staff member's details in WorkflowMax, and invite the staff member to login (the staff member is automatically sent an email that includes their login credentials).

To add a staff member to WorkflowMax:

1.   In the Business menu, select Settings > Staff > Invite Staff.

2.   On the Invite Staff screen, provide information under the following sections, as required.

These are the usual important fields to be filled.

• Name: Complete name of Staff
• Email: Must have for every employee. Will not be able to send an invite access from WFM if this field is empty.
• Base Rate: Client usually provides rates for each employee. However if none has given, this can be set to 0.

3. Set the general privilege for each employee. Note: Only an Admin could have a full access across all privileges. Ordinary Staff do not have a privilege for “DELETE”. Hence, we tick off the check boxes for process under deletion column. Admin Privileges and Financial Privileges should not a tick. 

4.   Save your changes. The staff member is added to WorkflowMax and an email is sent to their email address, inviting them to login.