How do I add new staff members?
Adding Staff Members to EasyTeam
To add staff members to EasyTeam and start managing both your existing Shopify staff and external staff, follow these steps:
Add Your Shopify Staff to EasyTeam
➡️ Open EasyTeam in your Shopify Admin and navigate to the Staff page. Here, the table displays all Shopify users as Not added, indicating those who can be directly synced into EasyTeam.
➡️ Click the checkboxes next to 'Not added' staff members to select them.
➡️ Click on the Add New Staff button.
After selecting the staff members, the staff details screen for all selected employees will appear. Most of their information will be automatically imported from Shopify, streamlining the process.
➡️ Fill in the missing details for each staff member: Permission level, PIN code, Salary info.
➡️ Click Add Staff.
The staff members will be immediately added to EasyTeam and will now appear under the 'Staff' screen with a status of either 'Active' or 'Missing PIN'.
Important: If you did not add a PIN code in the previous step, which is required for clocking in and out, the status 'Missing PIN' will be displayed.
See How to assign PIN codes to my staff? for your staff members with 'Missing PIN' status.
Invite External Users to EasyTeam
To allow staff members, who are not configured as users on Shopify, to clock in and out, follow these steps:
➡️ Open EasyTeam in your Shopify Admin and go to the Staff page.
➡️ Click on Add non-Shopify staff.
➡️ Fill in the Name, Email, Permissions level, PIN Code.
➡️ Select a Location and Job Position from the drop-down lists.
➡️ Click Add Staff
The staff members will receive invitations by email with a link to choose a password to log in to EasyTeam.
🎁 Limited time offer: Schedule a free call with our onboarding manager and let us help you get your team started with EasyTeam!
If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️
Updated on: 25/11/2024