Adding a New Staff Member
1: Add a Staff Member
Click the Add New… function on the dashboard and
select Staff/Contractor/Supplier from the list of
2: Enter Staff Details
Choose a department and a role for the new staff member from the
available pick lists. Enter the person's name in the First
Name and Last Name fields and click
Tip: Use roles to control the level of
access a staff member has to TheWorxHub. Managers have full access
to functions and settings. While Technicians have more limited
access, both can be assigned to carry out work. Requestors can
submit work requests but cannot be assigned to carry out work.
3: Enter Additional Information
Enter address and contact details in the available fields. Enter
one or more trades or specialties in the Trades field
(separate trades with a comma). Use the expandable panels at the
bottom of the form to enter more information, such as working
hours, pay rates, and certifications held.
Note: When you add accurate
information about a staff member's trades, it helps the person
assigning labor to make sure the most qualified person is assigned
to the work.
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