Your staff members both in office and out in the field can be setup within Workever to make teamwork easy.

Within staff members you can:

To start, click on the 'Settings' icon located on the left hand control panel and then click the 'Staff members' section at the top
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You will see a list of your existing staff members and you will have the option to add a new one
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Select the 'Add New Staff Member' button at the top of the section which will open the Add staff member form.

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You can start by adding a photo of your member of staff by selecting the 'Add Photo' icon. 

Choose an image from your local or network folders. You can reposition the image to be centralised in the frame as well as use the sliding bar to resize the image.
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Click 'Save' and you will return to the template to add further information.

You can then enter the following information

You will then need to provide a log-in password which is required to be a minimum of 6 characters long.

You can assign roles to your staff members which will restrict or allow certain levels of access within Workever.
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If your staff member is office based then you can choose between Office Manager or Office Admin; you can also allocate them to be a Fieldworker in addition if this is applicable.

Office managers have access to the settings section and office admin have access to everything bar the settings section.

Field Workers can be allocated with either Manager, Full or Limited access.

Limited access grants your staff member access only to the Job Manager where they can manage jobs allocated only to them, update job status, take images & notes, track time and sign on/off.

Access to the full Workforce system is currently only available in iOS and allows users permission to manage allocated jobs, update job status, take images & notes, track time and sign on/off with the Job Manager.

View, add and edit Jobs, Quotes, Customers as well as access costs, invoicing and pricing information throughout the app.

Field manager role allows you to do everything in Full access, plus you can see all fieldworkers jobs (not just your own), filter by fieldworkers and assign work to one or multiple fieldworkers from the mobile App. This is also a good permission level if you work in the office but want to see all jobs and make edits on the go.

If you're going to be using timesheets or tracking time, you can enter your fieldworker rates

Buy rate: This is the price you pay your fieldworker per hour during normal time

Overtime: This is the price you pay your fieldworker if they work overtime

Standard rate: This is the amount you charge your customer per hour for the time this fieldworker spends working (if they use the job time tracker you can automatically create cost item on that job based on this rate). This rate can be setup in Settings > Billing
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You have additional options to update the scheduler brick colour for your fieldworkers as well as assign them to teams and assign them skillsets. You can find articles on how to do this below

Scheduler colour coding: How to update your fieldworkers scheduler brick colour

Teams: How to create teams

Skills: How to create and assign skills

Don't forget to click 'Save' once you've finished.

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You can add files and notes to your staff profiles which is perfect for storing things such as

To find files and notes go to the files and notes tab down the left

you can set global business hours from settings > business hours, but if you need to granularly set or change a specific fieldworkers hours, you can do this from within the staff member section by going to the Working hours tab and updating their hours and days of work

For more information on Businesses hours, see our business hours guide