How to Create a New Employee:

A step by step guide detailing the process for creating a new employee profile on Locate a Locum.

Once you log into your profile, you will need to navigate to the ‘People’ tab located on the top left-hand side of the main navigation panel.

On the ‘People’ screen you will see the green ‘Add New User’ button, click here to reveal the drop down menu:

From the drop-down menu select the option ‘Add New Employee’, the following modal will then display:

From here you can navigate the tabs on the left-hand side to populate the following mandatory sections:

Account Details - ‘First Name’, ‘Last Name’ & ‘Email’ are all mandatory fields. If required you can also populate the users mobile and landline numbers.

Permissions - Selecting the users ‘Job Type’ & their ‘Roles & Permissions’ will be the only mandatory fields here.

You can also enable the user to receive booking and/or compliance notifications from this screen by checking the relevant check boxes.

Locations - Although not mandatory, it is advised that users are associated with the relevant ‘Regions’ and/or store ‘Locations’ in order to complete functions such as creating gaps. Allocating a ‘Region’ will grant access to all stores within the ‘Region’.

The following sections are entirely optional should you wish to populate the information on Locate a Locum:

Contacts - the ability to add an emergency contact or next of kin.

Add Contract details - Here you can detail the contract type, start date, etc.

Payroll - Here you can store tax codes, payroll references, national insurance numbers, etc.

Edit Personal Details - Here you can add address details, D.O.B, gender, etc.

To finish creating this user, click on the green ‘Save’ icon.