Step 4
Add a staff member
Create a record to prepare and track a staff member’s allocation.
- 1
Open ‘Personnel › Collaborateurs’ (People › Staff members)
Click ‘Ajouter un collaborateur’ (Add a staff member).
- 2
Enter their personal details
Fill in their gender, surname, first name and email. The email is required and prevents duplicate records. The internal staff number is optional.
- 3
Enter their contract details
Choose ‘CDI’ (permanent), ‘CDD’ (fixed-term), ‘Apprentissage’ (apprenticeship), ‘Stage’ (internship) or ‘Intérim’ (agency), then the start date. For a fixed-term contract, you can specify a sub-type.
The leaving date is optional for all contracts. It cannot be earlier than the start date.
- 4
Select their position
Choose an existing position or, if your permissions allow, select a department, then ‘Créer un poste’ (Create a position). The manager is worked out automatically from the organisation tree.
- 5
Create the staff member
Click ‘Créer le collaborateur’ (Create staff member). You can then link a kit or assign items.
In ‘Accès plateforme’ (Platform access), use ‘Inviter dans son espace’ (Invite to their portal) to send them access to their staff portal.