The second step in setting up your Tanda account is adding your staff.
On the Dashboard, in the Setup Checklist, click Add staff or click on Workforce > Staff in the header:
Tanda has three ways for adding your Staff, depending on your Payroll & Accounting system and business workflow.
To access the options, click on the green + Add Staff button in the top right corner:
1. 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 system and follow the prompts. Your staff data will then display once they have been imported.
Systems with more information are located in the Integrations help section.
2. Employee Onboarding
For new employees that haven't been entered in your Payroll & Accounting system yet, you can use Employee Onboarding to add them. This sends a link to an App which the employee uses to fill in their information. Their profile is then added to Tanda automatically and depending on the Payroll & Accounting system you use, will automatically create a profile, otherwise you can use the data in Tanda to add all the employees information.
You can have a look at our Employee Onboarding article for more information.
3. Add Manually
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 Teams. There's a couple of ways you can do this: Teams, individual profile or bulk categorise.
Under Workforce > Teams > click on a Team to edit it. 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. On the Personal tab, on the right you can allocate the Team under Member of Teams. For Managers, you'll need to also tick 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.
If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org