Articles in this section

Adding / Removing Staff Members

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✗ Staff
✗ Limited Staff

Owners and Managers can edit any staff member’s profile as well as their staff privileges. Staff members can edit their own profiles.

In this article

Adding a new staff member

  1. Select Staff at the top of any page.
  2. Click on +New Staff Member.
  3. Enter the required information of first name, last name and email address.
  4. Add additional information needed including a bio, changing the default staff member role, making them a client, showing their bio on the Pike13 Website and sending them an invitation email to claim their staff account.
  5. Click +Create to add the new staff member.

Making a client a new staff member

  1. Click on Clients at the top of any page.
  2. Choose the client you wish to make a staff member
  3. In the right hand menu under Advanced Actions, select Make (client first name) a staff member.
  4. Pike13 will ask Are you sure? click OK if you wish to proceed.
  5. You will now be taken to the client's staff member profile. Here you can edit their staff profile if needed.

Editing a staff member’s contact information and any custom fields

  1. At the top of any Pike13 page, select Staff.
  2. Select the staff member's name.
  3. On the right side menu, select Edit Profile.
  4. changes, select Save.

Revoking a staff member’s privileges

Staff privileges of staff members who are not also clients cannot be revoked. If they are also a client, revoking their staff privileges makes them only a client.

  1. At the top of any Pike13 page, select Staff.
  2. Select a staff member's name.
  3. On the right sidebar select Revoke Staff Privileges.
  4. When prompted Are you sure? click OK if you wish to proceed.
  5. If the staff member is assigned to a scheduled service, you will be prompted to reassign their scheduled services to another staff member then click Continue to revoke staff privileges.
  6. The former staff member will now only appear in the client list.

Note

Revoking staff privileges and payroll

If you are on the PRO plan and running payroll in Pike13, all historical completed payroll will still be in the payroll reports for revoked staff members. What revoking a staff member will do is remove them from any service pay rates. So if the Staff Member was set up with a pay rate for a service, that staff member would no longer have a pay rate assigned to that service. Any pending payroll items should be run before revoking a staff member's privilege.

Deleting a staff member's profile

  1. At the top of any Pike13 page, select Staff.
  2. Select a staff member's name.
  3. On the right sidebar select Delete [staff member's name]'s profile.
  4. When prompted Are you sure? click OK if you wish to proceed.
  5. If the staff member is assigned to a scheduled service, you will be prompted to reassign their scheduled services to another staff member then click Continue to delete the staff member.

Note

Visibility of a deleted staff member.

The deleted staff member will not be able to see your staff website, nor will their name appear or be searchable in the staff list, but their past history will be preserved in reporting. After deleting a staff member, if you want to add them again, you must add them like any new staff by creating a new profile for them.