Staff management & roles

The HR module manages your workforce. It's built on a deliberate split between a person's HR profile and their login.

Staff records vs. logins

• A staff record is an HR profile, name, role, salary, qualifications. It can exist on its own.
• A user is a staff member who has also been granted a system login. Granting access sends a branded email invitation with your clinic's name and logo, so it's recognisable, not a generic system email.

So a staff member can have a full HR record long before, or without, being given a login. Not everyone on the payroll needs to sign in.

Adding a staff member

From HR → Directory, add a person with their details and a role: Owner, Administrator, Finance, HR, Receptionist, Doctor, Nurse or Support Staff. Set their branch and remuneration (base salary, hourly rate, commission rate). Optionally grant a login, which emails them an invitation to set a password.

Each staff member's drawer has tabs for personal info, remuneration, qualifications, system access and documents.

Roles and custom permissions

A person's role controls what they can see and do. Where someone needs a little more, an Owner or Administrator can grant custom permission overrides under Settings → Staff Permissions. Owners and Administrators can both change a staff member's role day-to-day, only granting the Owner role itself stays Owner-only. See Roles & permissions for the full model.

Changing a login email

A staff member's login email can only be changed by that person themselves, from their own profile menu, never by an Owner or Administrator editing their HR record. This keeps their HR file and their actual sign-in credential from ever drifting apart. Changing it sends a confirmation link to the new address; nothing changes until they click it.

Staff schedules

Set each person's weekly working hours per branch under HR → Staff Schedules. These hours drive appointment availability, so the booking form only offers slots when a doctor is actually working.

Next steps

• Run payroll for a period.
• Track attendance with clock-in/out.