Next, in the Setup Checklist is adding your staff. You can access this by clicking on the Add staff button in the Checklist:
You have a couple of options for adding your Staff to Tanda, all accessed in the Staff section of Workforce page by clicking + Add Staff:
Import from your Payroll & Accounting System
Some Payroll & Accounting Systems allow Tanda to automatically import all your staff data, while others enable a report to be imported with the information.
Click on the Import from button to select your relevant system and follow the prompts. Your staff data will then display once they have been imported.
For new employees that haven't been entered in your Payroll & Accounting system yet, you can use Tanda Employee Onboarding to add them. This send a link to an App which the employee uses to fill in their information.
Click Add Manually to enter your staff information directly into Tanda yourself.
Allocate Staff to Teams
Once you have your staff in Tanda, you can assign them to the Teams that you setup in the first step. There's a couple of ways you can do this: Teams, individual profile or bulk categorise:
Under Workforce > Teams > click on one team name. Under Staff/Managers click to select relevant staff, ensuring you click Update Team Details at the bottom to save:
Under Workforce > Staff > click on an individual employee's name to go to their profile. In the first tab, Personal on the right you can allocate the Team under Member of Teams. For Managers, click Team Manager under Permissions and allocate the Team. Ensure you click Update Employee Details button at the bottom to save. Repeat this process for all staff.
This is located under Workforce > Staff > on the right side, select Tools > Bulk categorise staff:
Select the staff you want to put in the first Location or Team, scroll down and allocate them to those areas and then click the blue Add Teams or Tags to save. You can keep categorising as many times as you need to, to allocate all your staff to their Locations/Teams.
The next step in the Setup Checklist is to build your first roster.