Section 4: Staff Management
Section 4: Staff Management
Manage your team from onboarding to performance tracking.
Tutorials in This Section
4.1 Adding New Staff Members
Learn how to create staff profiles with contact details, assign roles and permissions, configure compensation types (hourly, salary, commission), set staff levels, and complete the onboarding process. This tutorial covers the complete staff creation form with its seven sections.
Time: 10 minutes
4.2 Managing Staff Login Accounts
Understand the difference between staff profiles and user accounts. Learn how to create login accounts, send invitation emails, resend invitations when links expire, and remove access when staff leave. This tutorial covers the Login Account section on staff profiles.
Time: 10 minutes
4.3 Staff Levels and Experience Tiers
Configure staff levels (Junior, Senior, Director) to organise your team by experience. Learn how to add custom levels, assign staff to levels, and set level-specific service pricing. Staff levels allow different prices and commission rates based on who performs the service.
Time: 10 minutes
4.4 Tracking Staff Performance and Commission
Use the Staff Performance report to track revenue, tips, and commission for each team member. Learn how to filter by date range, sort by different metrics, export for payroll, and understand how commission and tips are calculated.
Time: 10 minutes
4.5 Viewing Staff Hours Worked
Use the Hours Worked report to track rostered hours for each staff member. Learn how scheduled hours differ from working hours, how approved leave affects calculations, and how to export data for payroll and pension reporting.
Time: 10 minutes
Recommended Reading Order
For new users, complete these tutorials in order:
- 4.1 Adding New Staff Members - Create staff profiles
- 4.2 Managing Staff Login Accounts - Give staff system access
- 4.3 Staff Levels and Experience Tiers - Configure experience-based pricing (optional)
- 4.4 Tracking Staff Performance - Monitor and review performance
- 4.5 Viewing Staff Hours Worked - Track rostered hours for payroll
Quick Reference
Essential Staff Management Tasks
| Task | Tutorial | When |
|---|---|---|
| Add new staff member | 4.1 | New hire |
| Create login account | 4.2 | Before first shift |
| Set commission rates | 4.1 | During setup |
| Assign staff level | 4.1, 4.3 | After configuring levels |
| Review performance | 4.4 | Monthly |
| View hours worked | 4.5 | Payroll period |
| Remove login access | 4.2 | When staff leave |
Next Steps
After completing Section 4, move on to:
- Section 5: Scheduling & Roster Management - Create staff schedules and shifts
- Section 6: Leave Management - Handle staff time off requests and allowances
- Section 7: Services & Products - Configure services with level-based pricing
Last Updated: January 2026