Staff

Staff

Use the Staff landing page to manage your staff contact details, payroll details, account and mobile app permissions and review their approved time records. You can also activate and deactivate staff members from your subscription, knowing that while deactivated members will no longer have access to your QicWorks account, their data is not deleted.


Staff details can be managed here regardless of if their employment term is permanent, casual, contractors or labour hire

Entering Staff details can be completed a number of different ways:
1. Manual data entry - See Action: Add New Staff
2. Bulk upload using our bulk import template - See Setup Wizard
3. Pull Staff details from your accounting software via our secure API connections.

We strongly recommend you use Method 3 - Sychronisation, as this ensures data standardisation between your accounts.
Note: QicWorks matches a Staff members first and last name, plus their listed email address and uses this as their unique identification for pushing payroll to your accounting application.

Click on  Business  from the main menu, then click on  Staff.  


Staff Management Table


A     Navigation Breadcrumbs: Click on hyperlinks to jump to that screen.

   Toggle Page Width: Click to increase or decrease the page width.
    Data Filters: Filter the Staff table by Current, Past, All or Staff Data Report (Default view is Current.)

Qic Tip
The Staff Data report offers a great overview of the status of each staff member ie have payroll details been assigned, what account permissions to they hold, how they wish to receive their notifications, employment type etc

D      Action Menu: Click to Add Staff members or View Teams
E      Bulk ActionsClick to select - Send Welcome Email, Send Timeclock Pin SMS, Mark Inactive or Mark Active.
Use the checkboxes left of Staff members name to select who you wish to send the bulk action to.

   Show Entries: Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
G    Export Icons: Click respective icon to export table data to pdf, excel, csv files or print. 
H     Search: Click in the Search field and enter search criteria to find selected data from within the Staff Management Table.
I       Staff Management Table

Contained in this table is:
General Information

    Field Name
   Function
    Bulk Action Checkbox
   Select which Staff members you wish to apply the bulk action to 
    Name
   Staff Members Name. 
    Classification
   The default classification assigned to this staff member.
    Phone
   The Staff Members primary contact phone number.
    Email
   The Staff Members primary contact email.
    Organisation
   The account Organisation that they are employed by.


Qic Tip
Click on any blue hyperlinks within the Staff Management table to open then particular staff members details.

View Staff Details

To view Staff member details, click on the Staff members name/hyperlink to access their details.

    Navigation Breadcrumbs: Click on hyperlinks to jump to that screen.

B     Toggle Page Width: Click to increase or decrease the page width.
C      Action Menu: Click to access Edit Staff Details, Payroll Details, Leave Details, Logged Time, Mobile App Permissions and History
     Staff Details: View Staff contact details, digital QR code ID, role, account access level and training/site access ID's
     View ButtonClick to expand Login Credentials section. Here Administrators can resend this staff member's Welcome email (which details their unique user ID and password) and SMS Timeclock Pin
For information about how to pull staff details from your accounting software: see Connections
For information about how to edit a staff members details see: Action: Edit Staff Details
For information about how to enter pay data to streamline your payroll processing see: Action: Payroll Details
For information about viewing leave history for this staff member see: Action: Leave Details
For information about viewing time records for this staff member see: Action: Logged Time
For information about setting mobile app permissions for this staff member see: Action: Mobile App Functions
For information about setting webserver permissions for this staff member see: Action:  Setting Staff Permissions

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