👥 Staff Management
Adding and inviting staff members
How to add new hires, backdate existing employees, and manage invite emails.
Staff members are added by owners or supervisors from the dashboard. Each person is tied to a location, a department, and a role classification.
Adding a new hire
- Tap + Add Staff from your dashboard or roster page.
- Enter first name, last name, and email address.
- Set their hire date — this drives all milestone scheduling.
- Select their department and classification (position level).
- Tap Add & send invite. They receive an email to create their account.
Adding existing employees (backdating)
If a staff member joined before you started using The StaffApp, enter their actual hire date. The system detects which 30/60/90-day milestones have already passed and marks them as skipped automatically — you won't see orphaned overdue check-ins.
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The hire date is also what drives annual anniversary check-ins, so accuracy matters for long-term tracking.
Resending an invite
If a staff member hasn't accepted their invite, go to their profile page and use the Resend invite button. Invites expire after 24 hours.
Staff roles
- Associate — standard staff member. Can view their own shared check-in notes and complete self-reviews.
- Supervisor (GM) — manages their location's roster, runs check-ins, completes reviews, and sees flagged events.
- Owner — full access across all locations, billing, and account settings.
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