How to Add a New Staff Member

This topic shows you how to add a new staff member to your organization. After you add a staff member, he or she has an active assignment to the organization and appears in the organization's Staff List.

Use this procedure to add a new staff member to your organization. If an individual is already on staff and you need to give that person another assignment, go to How to Add a New Staff Assignment Record.

You must have Organization Admin or Diocesan Admin access rights assigned to your login credentials to add new staff. In addition, you must have access permissions to the organization you want to add the staff member to.

If you manage multiple organizations, from the Organization list select the organization you are adding the staff to.
Click to display the Staff List page.
In the toolbar, click (Add New Staff).

The Find Member window opens. From here, you will conduct a database search to determine whether the staff member you want to add already has a member record.

Before adding a new staff member, you must conduct a search to make sure that the member is not already in the database and registered to another parish in the diocese. Performing an initial search helps reduce the chance of creating duplicate member records.

A red asterisk (*) indicates required information.

In the Find Member window, enter the member's last name (required), and, if desired, the member's first name and city. Then, click .

The application searches the database, and then displays the following:

An empty results grid if no matches are found.
Member records that exactly meet your search criteria.

You can sort the results grid by clicking the desired column heading. For example, to sort results by the member addresses, click the Address column heading. A directional arrow is displayed on the column header to indicate the column being sorted on and the direction of the sort: ascending or descending .

Do one of the following:

If the member you want to add to your staff appears in the results list, do the following:

Select the member.
Click .

The system displays a message to inform you that the selected member was successfully added
to your staff.

Click to dismiss the message.

An empty form for the new staff member is displayed. The form contains four tabs:

Assignments: lets you specify the staff member’s assignments and login credentials.
Positions: lets you specify the staff member’s positions.
Access Rights: lets you give the staff member access rights to modules and assign specific permissions within those modules.
Notes: lets you enter notes into the staff member’s record.

Click to put the form in edit mode and fill in the desired fields on the tabs in the form.

An asterisk (*) indicates required information.

You do not have to complete the form in a single session. You can save it and come back to it later.

Do one of the following:

Click to add the member to your staff. The form remains in edit mode to allow you to continue entering information into the newly created record.
Click to save the information you entered. The system adds the member to your staff, exits the form, and returns you to the Staff List page. The member you added appears in the Staff List.
Click to cancel and exit the form without saving changes.

If the member you want to add to your staff does not appear in the results list, do the following:

Click to open the Add Staff form.
Complete the fields in the form.

An asterisk (*) indicates required information.

You do not have to complete the form in a single session. You can save it and come back to it later.

Do one of the following:

Click to add the member to your staff. The form remains in edit mode to allow you to continue entering information into the newly created record.
Click to save the information you entered. The system adds the member to your staff, exits the form, and returns you to the Staff List page. The member you added appears in the Staff List.
Click to cancel and exit the form without saving changes.

After a staff member is added, you can perform any number of staff management tasks, among them:

The following list does not include all staff management tasks. Refer to the Table of Contents in this Help file for a complete list.

Setting up a user account. To do this, go to How to Set Up a User Account for a Staff Member.
Grant login privileges, ParishSOFT access, and permissions to specific ParishSOFT modules. To do this, go to How to Assign Access Rights and Permissions to a Staff Member.
Assigning the staff member to one or more positions (for example, administrator) in your organization. To do this, go to Adding_a_Position_to_a_Staff_Member's_Record.
Granting the staff member reviewer rights. To do this, go to How to Grant Reviewer Rights to a Staff User.
Adding notes to the staff member's record. To do this, go to How to Enter Notes into a Staff Member's Record.
Sending an email to the staff member. To do this, go to How to Send an Email to Staff Members.
Viewing or updating the staff member's Family Directory record. To do this, go to How to View or Update Details in a Staff Member's Family Directory Record.
Adding a staff member's photo to his or her Family Directory record. To do this, go to How to Add, Change, or Delete a Staff Member's Personal Photo.

How to Add a New Staff Member

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