Staff Overview Growth+This feature requires the Growth+ plan or higher
The Staff section lets you manage your team members — add new staff, assign roles, track employment details, manage availability, and build schedules.
The Staff List
Navigate to Staff in the sidebar to see your full team. The page displays All staff in a table with the following columns:
| Column | Description |
|---|---|
| Staff ID | A unique identifier for each staff member |
| Status | Active or inactive |
| First name | Staff member's first name |
| Last name | Staff member's last name |
| Staff member's email address | |
| Hire date | The date they were hired |
| Role | Their assigned role (e.g. Admin, Manager, Staff) |
| Actions | Edit (pencil icon) or Delete (trash icon) |
Filtering and Searching
Use the controls below the All staff heading to find specific staff:
- Search staff — type a name or email to filter the list
- Status dropdown — filter by active or inactive staff
- Role dropdown — filter by a specific role
Top Bar Actions
- + Add Staff — opens the form to create a new staff member
- Action dropdown — contains Export (download your staff list) and Import staff (bulk upload via file)
Staff Detail Page
Click any row in the staff list to open that staff member's detail page.
The detail page header shows Staff detail - {Name} and includes two buttons:
- Edit Staff — update the staff member's personal or employment information
- Add Document — attach a document to the staff member's record
The detail page has three tabs:
Staff Details tab
Displays all information for the staff member, split into two sections:
- Left side — personal information (name, email, phone, etc.)
- Right side — employment information (role, hire date, status, etc.) and a Documents section below it
Shifts tab
Shows the shifts that have been assigned to this staff member.
Availability tab
Contains two sections:
- Working Hours — the staff member's regular weekly availability
- Time Off Calendar — view and manage approved time off
Staff Workflow
Follow these steps to get a staff member fully set up:
- Add the staff member using + Add Staff
- Assign a role to control what they can access
- Set availability so the scheduler knows when they can work
- Assign locations to the staff member if you operate across multiple sites
- Build a schedule and assign them to shifts