Intelligent RosterIntelligent Roster®

How to Add New Staff

Add individually:

  1. Go to Clinician Staff (Sidebar → Clinician Staff)
  2. Click Add Staff
  3. Fill in:
    • Name, email
    • Craft group (e.g., RN, EN, Doctor)
    • Employment type (full-time, part-time, casual)
    • Contracted hours
    • Scopes of practice
  4. Click Save
  5. The staff member receives an email invitation to set up their account

Bulk import:

  1. Go to Clinician Staff
  2. Click Bulk Import
  3. Download the template CSV
  4. Fill in staff details in the spreadsheet
  5. Upload the CSV
  6. Review and confirm the import

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