How do I add a staff member?

Open Staff / Attendance Record, click New Staff, enter the name and contact number, choose the role and weekly off days, enter the salary, then click Save.

7 steps · Desktop and mobile · Updated

  1. Step 1: Click Staff / Attendance Record in the left menu.

    FindClinica left menu with Staff / Attendance Record highlighted
  2. Step 2: Click New Staff at the bottom right.

    Staff / Attendance Record screen with the New Staff button highlighted
  3. Step 3: Enter the Full Name and Contact Number.

    New Staff Member form with Full Name and Contact Number highlighted
  4. Step 4: Choose the Role and tap the Weekly Off Days (up to 4).

    Role set to Receptionist and Sunday selected as the weekly off day
  5. Step 5: Enter the Salary Amount. Change Salary Type if they're paid per day or per procedure.

    Salary Information section with the Salary Amount field highlighted
  6. Step 6: Scroll up and click Save at the top right.

    New Staff Member screen with the Save button highlighted
  7. Step 7: The staff member now appears in today's attendance list and under Staff Management.

    Staff / Attendance Record screen listing the new staff member

Good to know

  • Name, Contact Number and Salary Amount are required; everything else is optional.
  • Set the Start Time and End Time under Working Hours to match their shift.

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