Team & Payroll
How to Add an Employee
employees team new employee
How to Add an Employee
When to use this guide
Use this guide when onboarding new cleaners, technicians, office staff, or managers.
Prerequisites
- You must have admin or HR permissions.
- Employee must have an email if they will log in.
Step-by-step
Step 1 — Open Employees Module
- Go to Employees.
- Click New Employee.
Step 2 — Enter Personal Information
Fill in:
- Full name
- Email address
- Phone number
- Address (optional)
- Start date
Step 3 — Assign Role & Permissions
Choose a role:
- Cleaner / Technician
- Office Staff
- Manager
- Admin
Roles determine:
- Access to modules
- Ability to edit jobs
- Permissions for payroll, billing, etc.
Step 4 — Configure Employment Details
You can set:
- Pay rate (hourly or salary)
- Overtime rules
- Payment method (Payroll / Cash / Bank Transfer)
- Availability schedule
- “Uses own car” (for drive time calculations)
Step 5 — Save Employee
Click Save.
The employee now appears in:
- Dispatching list
- Payroll generator
- Employee App login (once user is activated)
Common mistakes
❌ Employee not appearing in the Schedule
- No work hours added
- Employee marked as inactive
- Events conflicting (vacations, illness)
❌ Employee cannot log in
- No user account created
- Incorrect email
- Missing role assignment