Use this area to create new employees and maintain existing staff details.

1.       Click on the Administration Menu/Function button.

 
2.       Select the Staff Settings > Staff menu option.

 
3.       Click on the New button.

4.       In the Details Tab, enter a Staff Code, this is used to identify the employee. For example, you

may use their initials or First Initial and Surname

5.       Enter a Title, e.g. Mr., Mrs., Miss etc

6.       Enter the staff member’s Given Name/s.

7.       Enter the staff member’s Last name.

8.       Select the appropriate Name on letters from the Drop Down list, this will be used with mail

merging and e-mailing. You may also type in this field e.g. when the person is known by an abbreviation of their name such as Alexandra and may prefer to be known as Alex.

9.       Select the Department that this staff member is attached to. Note: The system will default to

this department when this staff member logs on.

10.     Select the Category for the staff member. Note: The Category selected is used for grouping

staff members to display on websites hosted by MultiArray

11.     Enter Home and Postal Address details. Note: If the Postal address is different to the Home

address, deselect the This is the postal address and enter the Postal address details accordingly.

12.     Enter Home, Mobile and Work Ext. phone numbers.

13.     Enter Date of birth.

14.     Enter the Date started, this is the date the staff member commenced employment with your

agency.

15.     The Status of the staff member will default to Current.

16.     Enter Job Title, this is the staff member’s position e.g. Sales Consultant, Receptionist

etc. Note: This field will be used for mail merge purposes.

17.     Enable the Include in statistics reports if this you want this staff member to

appear on the Staff Performance Report. Alternatively disable this check box if you do not want this staff member to appear on the Staff Performance Report.

18.     Enter E-mail and Web page address if applicable.

19.     If the staff member has a Personal Assistant, a Sales Coordinator or a Support

Assistant, select the relevant button and select the appropriate staff member..

20.     To attach a photo of the staff member, click on the Location Browse button and select a

photograph. The image will be displayed in the Image field.

21.     Proceed to Roles and Security, Web Details, Entitlements and enter details as required.

22.     Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.