This article covers how an Owner, Admin or Manager can add a staff member to work at a site within the ClubsHR web app.


Please note this functionality is only available from the ClubsHR web app.



An essential step in the setup of your ClubsHR account is to assign employees to each site that they are available/qualified to work at. Assigning staff to the particular sites they can work at is one of the key metrics in ClubsHR's perfect match algorithm, which helps you find qualified and available staff when rostering.

                                                                                                                                                                                           

There are two ways to assign employees to sites:


  1. Bulk assigning staff via the sites tab
  2. Assigning one by one via the staff tab.


Both options are detailed below.

                                                                                                                                                           

Option 1: Sites tab

                               

When you create a new site, you are given the option to add employees who can work at that site. This is the quickest way to add staff to particular sites. If the site has already been created, it is just as easy.

                                                                                                                                                           

1. Select site


Click on the sites tab, then click into the site you want to assign staff to



2. Click on the plus button

                               

Click on the plus button next to 'staff working in this site' to add staff who can work at that location/department.



3. Click to add staff

                               

To quickly add all staff to work at the site, you can click select all in the top left of the popup window. If you only want to add select staff, click on those staff you want to select, then press update in the bottom right-hand corner of the window.



4. Staff will be displayed

                               

The staff you have selected will be displayed under the 'staff working in this site. You can add or remove staff at any time.



Option 2: Staff tab

                               

The second way is through the staff tab. Within the staff card for an employee, you can assign them to the positions and sites they can work.

                                                                                                                                                           

1. Select employee

                               

Firstly, click on the Staff tab, then select from any of the available employees.




2. Click to add sites

                               

Click on the + button to select sites that the staff member can work at.





3. Add sites

                               

Click to select the sites where the staff member can work, then click Update in the bottom right corner.





4. Sites will be displayed

                               

The sites that the staff member can work at will be displayed on their staff card.






Further Reading:

How do I assign managers to a site?

How to add a new site?

How to delete a site?

What are sites?