Staff Members
When you have a Business Client, you can add staff members to the business. These staff members must already be listed as individual clients in Plannr.
Please note: This article is about adding Staff Members to your Business Client. Information on adding your own employees to Plannr is available here
From the business client, go to Add New
From the drop-down list that appears, select Staff Member
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-144744_9z70oe.png)
This brings up the following modal where you can enter in the member of staff’s information.
Enter their name and select the appropriate client from the drop down list that appears
Input the date they were hired. You also have the option here to enter in the date they left as well.
Enter their job title
Input their salary
Add their payroll number
Save when ready
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-145004_1ft46qg.png)
You can edit a business client’s staff members at any time by going to Personal Details and then Staff Members.
Here you can see all the staff members along with their details.
Under the Actions column there is a pen and a bin icon. The pen allows you to edit the staff member’s details while the bin icon lets you delete the staff member.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-145320_17gjek2.png)
Please note: This article is about adding Staff Members to your Business Client. Information on adding your own employees to Plannr is available here
Adding Staff Members
From the business client, go to Add New
From the drop-down list that appears, select Staff Member
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-144744_9z70oe.png)
This brings up the following modal where you can enter in the member of staff’s information.
Enter their name and select the appropriate client from the drop down list that appears
Input the date they were hired. You also have the option here to enter in the date they left as well.
Enter their job title
Input their salary
Add their payroll number
Save when ready
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-145004_1ft46qg.png)
Editing Staff Members
You can edit a business client’s staff members at any time by going to Personal Details and then Staff Members.
Here you can see all the staff members along with their details.
Under the Actions column there is a pen and a bin icon. The pen allows you to edit the staff member’s details while the bin icon lets you delete the staff member.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-02-at-145320_17gjek2.png)
Updated on: 02/10/2023
Thank you!