How to add a staff member

Your staff are the people who do the work. Adding a team member to CRMit means you can assign them jobs and tasks, track their time and include them when you run payroll. Here is how to add one.

1. Open the Staff list

   From the CRMit menu on the left, open Staff and then Staff List. This shows everyone already on your team.

2. Create a staff member

   Choose the option to add a new staff member from the Staff list. A form opens where you can enter their details.

3. Add their name, role and contact details

   Fill in the core information for the new team member:

   • Their name and role.
   • Their email address and phone number so you can reach them.
   • Any other details you keep for your team.

4. Set their skills and access

   Give the staff member their skill sets so the right people get matched to the right work, and set what they are allowed to access in CRMit. You can manage skills later from Staff Skill Set List.

5. Save the staff member

   Click Save. The new team member appears in your Staff list and is ready to be assigned work and included in payroll.

What's next

With your team member in place you can handle their time off and include them in your pay run.