Add staff to Coincraft in order to record time, budget, and track project progress.
Video Walkthrough
Written Guide
To add a new staff member, navigate to the 'Staff' section, select 'Staff List', and then click on 'New Staff Member'.
Filling Up the Staff Member Form
First Name and Last Name: Enter the staff member's full name.
Provide Staff Member with Login?: This option allows you to decide if the staff member should have a login or not. If enabled, you will need to enter an email address for the staff member's login. If not enabled, the staff member will not need a login but can still be allocated time resources.
Staff Type: There are two options available - 'Employee' and 'Contractor'. An 'Employee' will have a consistent monthly expense at full cost, whereas a 'Contractor' will only record an expense for the time entered.
Staff Role: This field can be filled in once you have the roles set up.
Pay Rate: This is the hourly rate you pay the staff member.
Overtime Rate: This is the hourly rate you pay the staff member for overtime. If you don't have an overtime rate, this can be the same as the pay rate.
Cost Rate: This is the hourly cost your organization incurs for project work plus the amount you pay the staff member per hour.
Charge-out Rate: This is the hourly rate you charge the client for the staff member's time.
Weekly Availability: This is the number of hours a staff member can work per week.
Permission Level: By default, this is set to Timesheet.
Status: This indicates if the staff member is 'Active' or 'Archived'. Archiving a staff member disables their ability to log in.
Cost Centre: This is the department where the staff member’s expenses will be charged against.
Once you have filled in all the necessary information, click 'Save'. Note, it may take a few seconds to save as an invite email is sent to the staff member if they have been provided with a login.
Resending the Invite Link
If the staff member doesn't receive the invite link after the account has been created, ensure the email address entered is correct and click on 'Resend Invite'.
If the email is still not received, have the staff member check their spam folder.
Deleting a Staff Member
If you need to delete a staff member, navigate to their account and click the 'Delete' button at the top right corner.
