Hey, welcome to Quoox.
In this video I’m gonna show you how to add your staff members.
So we’re gonna start by going to my.quoox.com and we’re gonna get logged in. And that will take you directly to your dashboard.
So to add a staff member, you need to start as if you’re adding a member. So you’re gonna go to “Manage” > “Members”, and you’re gonna go to the right-hand side and click Add.
To add a member, especially a staff member, you have to have at the very least their first name, last name, email address, and a mobile number. If you wanna get people added quickly, that’s the basics that you need, but I’d highly recommend going through all of the information you can see on this page to get them set up correctly, and it saves you going back in the future.
So let’s add our staff. We’ll call them “Staffy Member”. You can see what’s required based on the greyed out information in the fields anyway, but we’re gonna do [email protected] and we’re gonna put a mobile number.
Now I could save this here if I wanted to, and for the sake of a demo I’m going to do that but again, I’d highly recommend that you save and add all of the information that you can on your staff member and members alike.
Now we’ve saved our staff member. You’ll see that they’re actually registered as a member. So to change them to a staff/employee on the system, on the right hand side under zero credits, you’ll see promote to employee. So we click this button here. It will ask you to confirm. So just to make sure in case you’re doing it to the wrong member for some reason, and you notice, but we want “Staffy Member” to become an employee. And we can see here that they now have a different looking profile.
You can add more information in terms of their assignment groups. You’ve got notes and documents, roles and remuneration, which you can go through, you can add their job titles so they might be a PT.
You can select their primary venue and where they’re available to work, and you can update all of this as you go. But I’d highly recommend making sure you go through each tab to ensure that everything’s set up correctly.
And if you follow through the course, there’ll be videos on how to do this. If you have any questions, don’t hesitate to get in touch.
