Staff settings

Add and change staff: their role, whether they clock on, their work calendar, payroll code, password reset and PIN.

When to use

A new person starts, or someone leaves.
Someone forgets their password or PIN.
You change someone’s role.

Only Owners can add or change staff.

Overview

The Staff page lists everyone with their role, email, whether they record time, PIN status, status and last sign-in. Status is Active, Inactive or Sign-in locked. PIN status is Set, Temporary, Not set or Locked.

Support access for FSM Developments is listed lower on the page. See Support access.

Key features

A staff record has:

Name, Email (needed to sign in; leave blank for someone who only uses the shared PC) and Mobile.
Role: Owner, Office, Supervisor or Technician.
Payroll employee code (Smartly), used in the payroll export.
Work calendar: their normal working days, hours and breaks. It places leave days and public holidays. Leave it on the workshop default unless they work differently.
Records time (clocks on and off).
Active (can sign in). Deactivating stops sign-in but keeps their history.
Sign-in and PIN: Create reset link, Unlock, and Set temporary PIN.

How to: add a staff member

Go to Settings, then Staff, then Add staff member.
Enter the details and choose a role.
Select Add staff member.
Select Create reset link and give them the link.

How to: reset a password

Open the person with Edit.
Under Sign-in and PIN, select Create reset link.
Copy the link shown and give it to them in person or by text. It works once and expires in 24 hours.

How to: set a temporary PIN

Open the person and enter a Temporary PIN (4 to 6 digits).
Select Set temporary PIN. They are asked to choose their own the first time they use it.

If their PIN is locked after five wrong tries, select Unlock.

How to: finish a forgotten shift

If a person has an open shift from an earlier day, their record links to their timesheet so you can enter the finish time. See Timesheets.

Tips & gotchas

WSManager sends no email. Reset links are shown on screen for you to pass on.
You cannot remove staff, only make them inactive.
Your workshop must keep at least one active Owner of its own.