How to manage employees

In every business, there are changes in employees. From changes to their contact details and the roles they can perform, to the coming and going of team members. The key tasks involved in managing employees are outlined below.

Editing employees

Start by going to the Account → Employees page of your account. Find the employee you want to edit in the table, then click the Edit button.

The most common reason you will need edit employees is because of a change in contact details or roles they can work. If their contact details have changed, make the necessary updates to the Mobile and Email field found in the General section of the form.

You can also switch off your employee receiving notifications to either of these contact methods from here. If their role or primary working location has changed, scroll to the bottom of the form.

The Primary location setting controls the manager/s that unavailability and leave/vacation requests are sent to for the employee. Roles control which schedules the employee will show on, and the shifts they are eligible for. A higher star rating on a role will put them nearer the top of suggestion lists.

Note: the employee will never see their star ratings. Once you have finished making changes, click the Save button at the bottom of the form. For a full guide on managing employees, go to the Docs → Account → Employees support page.

Adding employees

To create a new employee, click the + button at the top of the Account → Employee page. If you need to add a large amount of employees, we recommend jumping back to the Getting started → Add employees guide page, or contacting the manager that set the account up.

Want to learn more? Search our Support Centre