Staff Management
1 min read
Staff Management
Use this area to manage staff records, onboarding, and workforce setup across the full employee lifecycle. It provides one place to keep core people data current, from contact details and role assignments through to pay-related setup.
It supports both day-to-day updates and larger setup tasks, including departments, roles, pay levels, and bulk staff imports. As teams grow or change, keep staffing structure, access setup, and payroll-related configuration aligned so downstream rostering, timesheets, and reporting work from accurate information.
Features
Staff records and structure
Maintain staff profiles, employment details, and organisational setup across departments, roles, and reporting lines.
Onboarding and workforce setup
Set up new staff consistently, manage access-related details, and keep workforce settings aligned as teams grow.
Compliance and payroll readiness
Manage pay levels, allowances, and related staff data so downstream payroll and reporting remain accurate.
For more help with staff management setup, contact our Helpdesk.
Staff information
Open and create staff cards, and find a dedicated guide for each Staff Card tab, from Personal Details through to Central Control.
Pay levels
Create, maintain, and assign pay levels, including age-based rates and automatic level adjustments.
Departments and roles
Configure departments to group staff into teams or cost centres, and roles to label the work performed on each shift.
Optional entitlements and allowances
Understand allowance behaviour types, configure optional allowances, and apply them correctly in rosters and timesheets.
Import Staff
Import and update staff records from MYOB, Reckon, or Xero.
Import Accrual Balances
Load leave and other accrual balances in bulk from MYOB, Reckon, or Xero.
Onboarding
Enable digital onboarding, send onboarding links to new staff, and track completion progress.