Adding/editing team members

How do I add a new team member?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar as shown in the screenshot below.

2. You will be taken to the Administration Setup screen and you should see a similar view to the one below. Please follow the ‘Add/Edit Team Members’ link as shown on the screenshot.

3. Here you will be able to view a list of all team members recorded in the system. If you have just opened your account then your name will be the only one listed as you are automatically added as a member during the company registration process.

4. Click on ‘New Team Member’, and you should now be able to see the Team Member Details form which lets you add a new team member. See screenshot below.

5. As you can see on the screenshot you will need to specify the new team member’s full name, email address, department and role, and specify who will approve their leave requests.

6. When you come to the ‘approvers’ line highlighted in the screenshot you can create any number of approvers for different or multiple leave types using the ‘Add’ option.

7. You then have the option to select whether the new team member ‘Is Locked Out’ – this means that the employee will be unable to log into the website – you may want to do this if the employee has recently left but you still want to see their details on the leave charts and lists.

8. LeaveWizard does not allow you to delete employees so that you do not accidently lose important holiday information or history. Therefore you also need to specify whether a team member ‘Is Active.’ Unticking this option will mean that the employee’s details will not appear on any charts and lists.

9. Once you click ‘submit’ an email will be sent to the specified email address welcoming the new user and providing them with their account and login details. You can enter customised text for this email. Here is sample text for the full email they will be sent:

“Hello, welcome to your new LeaveWizard account! Your account details are below. Please make sure that you change your temporary password when you login for the first time.

Bob Parker has created you an account at Leave Wizard - Easy Leave Management for managing your holiday requests.

Your user name has been setup as: sample@googlemail.com, but we need you to set your password. Please click the following link: Link.”

10. Once you are ready click ‘Submit’ and the new team member details will be saved. If you would like to navigate without saving click another link on the page.

How do I edit an existing team member’s details?

First you need to be logged in as an administrator user. Then please follow these steps:

1. Navigate to the correct page by following the ‘Administration’ link from the left sidebar, then click ‘Add/Edit Team Members’. This will take you to the list of already recorded team members. Locate the team member whose details you would like to edit and click ‘Edit’ as shown in the screenshot below.

2. Clicking ‘Edit’ will navigate to the Team Member Details form which will allow you to modify the team member’s details – see the screenshot below.

3. Once you are ready click Submit and your changes will be saved. If you would like to navigate without saving click another link on the page.

4. When you click to edit a team member’s details, you will also see a section entitled ‘Team Member Actions’ (see below screenshot). This provides you with a list of any relevant actions there may be for this team member. For example if you performed a bulk upload and opted not to send a bulk welcome email to all employees, you can resend the welcome email to individuals using this function.