You have several options to create your list of staff. You can use a default staff template, another template, or you can create a new staff based on an existing staff. If you decide to create new staff based on an existing staff, you can select the specific information to copy to the new staff.
- Staff. You can create and manage the various staff profiles that you have access to.
- Staff templates. Different types of templates can be used to set up managers, leads, temporary employees, new hires, or others to define different default data in each template.
- Security. Use security groups and functional rights for staff.
- Roles. Set up roles as a way to assign rights and functional access to staff when they are performing specific tasks, for example, manager, lead, supervisor
- Teams. You can create teams in Staff Manager that mirror the working groups, departments, reporting relationships, or other groupings used in your firm. Grouping staff into teams can simplify Staff Manager since administrative tasks can be performed for all team members at one time. You can also organize reports by teams.
- Views. Select views on the navigation panel to define the columns and associated data that display in the Staff Manager grid. See Using Views for more information.