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How to add a new staff member to your company.

Updated

 

  • You need Payroll permission to add and edit a staff member. If you can't complete this, ask someone with Managers permission to update your user permissions.

  • There are three ways a staff member can be added to Loaded;

    • You can complete a bulk import from your POS.

    • You can add an individual staff member from your POS.

    • You can add a staff member directly to Loaded 

  • Head to our exporting to payroll article for detailed explanations of how each field in Loaded will be exported to your payroll.

 

If you are going to use your POS to clock staff in and out, then you will need to use one of the import from POS options, if you are going to use the Loaded Clock In App, you can choose to add them directly too Loaded.

 

Import option 1: Bulk import from POS

This is an ideal option if your staff are going to be clocking in and out through the POS and if you already have all of your current staff in your POS.

  1. Click on the Time tab along the top of the page

  2. Click on Manage along the left-hand side of the page - this will take you to the manage employees page

  3. Click on the down arrow beside the blue Add New Employee button, select Bulk Add From POS

  4. For each staff member, update the first & last names, the pay rate and role then press the blue Add button beside the staff members name. 

    add_new_staff_from_POS.PNG

  5. If you want to add more details or edit the staff member from here click on More beside their name then click on Full Editor

  6. Here you can change their role, pay rate, contact details etc. (you can also delete employees if needed) 

    full_editor.PNG

  7. Then press the blue Save button

 

Import option 2: Copy from POS

This is an ideal option if you have had a new staff member started and they are clocking in  and out through the POS. 

It's important to add the staff member into the POS first before completing the actions below in Loaded.

  1. Click on the Time tab along the top of the page

  2. Click on Manage along the left-hand side of the page - this will take you to the manage employees page

  3. Click on the down arrow beside the blue Add New Employee button, select Copy From POS

  4. Type in the staff name you are wanting to add and select the name from the drop box. Click on the blue Add Employee button. This will bring you to the basic information page. 

    copy_from_POS.PNG

  5. Update any contact details you want to include. Click on the blue Pay rate & roles tab.

  6. Enter the pay code, remuneration type, role, and pay rate, and click on the blue Create button. Pick Salary if you are setting up a Salaried employee.

    mceclip1.png

Whenever you create a new staff member in your POS you should always ensure they are in fact setup as a new staff member and not simply an edit or change of name of an old staff member, as this will cause issues in Loaded in identifying the correct current staff member.

 

Manually adding staff members

  1. Click on the Time tab along the top of the page

  2. Click on Manage along the left-hand side of the page - this will take you to the manage employees page

  3. Click on the blue Add New Employee button

  4. Manually enter the staff name and contact details, once you’re happy with the details, click on the blue Pay rate & roles tab.

    adding_a_staff_member_manually.PNG

  5. Enter the pay code, remuneration type, role, and pay rate, and click on the blue Create button. Pick Salary if you are setting up a Salaried employee.

    mceclip1.png

 Please note: You have the ability to assign multiple roles to a staff member if they work in more than one department in your venue & get paid different pay rates. Click on +Add Role then select the staff members second role & assign a payrate. Then click Create.

 

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