Expanding your team on Snappy Staff is a straightforward process. This guide will walk you through the steps to add staff members to your company profile.
Step 1: Navigate to Staff Section
From the home screen of your Snappy Staff app, tap on the “View Staff” option to access your staff management section.
Step 2: Initiate Adding a Staff Member
Tap on the “Add +” button, located at the bottom right of the screen, to start adding a new staff member to your profile.
Step 3: Enter Staff Details
3.1 Specify Name
Enter the full name of the staff member you wish to add.
3.2 Specify Email
Provide the email address of the staff member. A welcome email will be sent to this address, allowing them to link to your company profile. Ensure that this email can be accessed on their phone.
Step 4: Define Role and Contract
4.1 Job Title
You can select one of the existing job titles from the list or tap on “New role” to create and assign a new job role.
4.2 Contract Type
Choose the appropriate contract type for the staff member.
Explanation of Different Contract Types:
- Full-Time - Contracted for full-time hours
- Part-Time - Contracted for part-time hours
- Contractor - Not a direct employee of the company
- Zero-Hours - Contracted with no minimum hours
Step 5: Set Working Hours and Availability
5.1 Set Weekly Working Hours
Specify the weekly working hours for the staff member.
5.2 Setting Availability
If the staff member is available every day, leave the toggle on “Anytime”. If not, toggle off “Anytime” and set the specific availability for each day.
Toggling Day Availability:
- Anytime: By default, each day is set to “Anytime”, indicating that you are available throughout the day.
- Unavailable: To mark a day as unavailable, press on “Anytime”, and it will change to “Unavailable”. Pressing “Unavailable” will toggle it back to “Anytime”
Setting Specific Availability Times:
- Time Range: To specify available times, press on a day. This will change the status to show a time range (e.g., 9:00 AM - 5:00 PM).
- Modifying Time Range: Press on the time range to modify the start time or end time according to your preference. Pressing on the time range again will revert it back to “Anytime”, indicating full day availability.
This toggling functionality provides the flexibility to easily adjust your availability and helps in creating a rota that aligns with your team’s schedule.
Step 6: Finalize Addition of Staff
After entering all necessary details and setting the availability, click “Done” to finalize the addition of the new staff member to your company profile.
Repeat this for all of your staff. Once done, you can create a rota: Create Rota Guide