Adding New Staff

Adding new staff members to BigTime is simple, just follow these steps. It's also important to note that the staff member's login/password are based on what you enter initially, so keep track of those entries (e.g. - email and last name) so that you can let the user know how to login once they've been added to the system.

1. Select the Management... Add Staff menu item.
2. You'll see a simple staff entry form. Required fields are highlighted and typically include first name, last name, email address and staff (management) group.
3. If you are a QuickBooks user, check off the "add this person to your QuickBooks employee list automatically" check box at the bottom of the page. This will let BigTime know that it's OK to insert the new staff member into your QuickBooks employee list right away.
4. Click the SAVE button to add your new staff member to BigTime. That's all you need to do! You may want to shoot them an email and let them know how to login to the system. BigTime will ask them to update their password after they login the first time, and it will also ask them to complete whatever employee "general" information you left blank.

Once you've added someone to the system, there are a number of other things you may want to consider doing (depending on what features your firm uses):

• Teams. Add this person to one or more project teams.
• System Rights. Make the person a member of one or more of the advanced security groups (see Granting User Rights). By default, each new user is only an "everyone" user, so some of your new users may need advanced permissions.
• Billing Rates. Enter billing/cost rates for this new user and make sure that they are assigned to the proper management group so that their information is visible to their manager.