Articles on: Clients

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

Adding Staff Members

From the business client, go to Add New

From the drop-down list that appears, select Staff Member

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

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.

Updated on: 02/10/2023

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