Add an employee

Lite+

Creates a staff record — their details, where they work, what they’re allowed to do, and how they’re paid.

When to use

Onboarding a new staff member.

Step by step

New (toolbar button) — 1. Choose New to add a staff member.

First Name / Last Name (textboxes) — 2. Enter their name and a phone or mobile number.

Branch → Department → Position (comboboxes) — 3. Pick branch, department and position. These cascade — the position sets what they're allowed to do, the department sets their work calendar.

Capability flags (CanSell, CanEstimate, CanSiteMeasure…) — 4. The position fills these in. Tweak any that differ for this person.

Start Date / Payroll Code — 5. Set their start date and payroll details for the pay run.

Save (toolbar button) — 6. Save the employee, then give them a login and a kiosk PIN.

Last updated on July 8, 2026

Overview Login & kiosk PIN