Staff > Adding Staff To MetriQ (New

Adding Staff To MetriQ

To add staff press the Staff button from MetriQ's main window, or go to Tools > Staff.
See also Staff Menu Tools for further administrative and security options relating to this tool.

Main Buttons:

	Add: For adding a new Staff record to MetriQ. Enter the required staff details.
	Edit: To Edit a record, simply make your changes in the text boxes provided. MetriQ will save your data automatically.
	Delete: Select a staff record from the listing and press delete. If the staff is in use with a folder that has timing data, you will be asked to confirm the deletion. IMPORTANT: Deletion of a record cannot be undone.
	Abort: Cancel an insert.
	Archive Staff: MetriQ allows you to archive staff who are no longer active. Archiving is also used when charge-out rates change for a given user (see also Archiving Staff).
	Merging Staff: In conjunction with Archiving Staff, which in effect can split a user into more than one sub-user, Merging staff will allow you to re-join archived staff. Note: Staff on different Roles across different folders will have the one selected role after merging.
	Activate and Deactivate Staff: Use this button to make a Staff Inactive, by forcing their End Date to Yesterday. Conversely, to change the status of a Staff member from Inactive to Active, again press the Activate Button, which will clear that Staff's End Date.
	Select By: Only display selected staff by Last Name key search.
	Notes: Use Notes as a free form text field.
	Okay: Save all changes and quit.
	Help: This Help Document.

Details Tab:
The data fields used for staff are divided into 5 tabs; Details, Limited User Restrictions (visible only when the user is limited), Address, Contact and Notes.

User Name:	User Name is required to open MetriQ. This field is both unique and mandatory.
Privileges:	An administration level is assigned to each staff added to MetriQ representing a set of privileges. The default value is "Limited" (see also Admin Level and User Folder Properties)
First Name:	First name of the staff.
Last Name:	Last Name of the staff.
Password & Confirm Password:	Password for the staff. This is the login password required for a staff to gain access to MetriQ.
Start Date:	Commencement date of staff. Usually the date a person begins working for the organization, or the date they were entered into MetriQ. Default is the day the staff was entered into MetriQ
End Date:	The date a person stops working for the organization. Once the end date has passed, this user will not be able to gain access to MetriQ.
Contract Hours:	The number of staff contract hours. Default is 40 hours.

Limited User Restrictions Tab:

Note: This tab is only visible for staff that have an administration level Limited. Also note that the Global Set buttons next to each option will allow you to set this value for ALL limited staff, and not just the currently selected staff.

Allow User to see All Folders:	When checked, the Limited Access staff is able to see ALL available folders in MetriQ. When left un-checked, the selected staff will only be able to see those folders he/she has been allocated to. See also Admin Level, User Folders, Folder Properties.
Allow User to Cut/Copy/Paste Icons:	When checked, the Limited Access staff will be allowed to move icons between different User Folders using the cut/paste metaphor. When un-checked this feature is disabled.
Allow User to Cut/Paste Icon Time:	When checked, the Limited Access staff will be able to move time between icons across different User Folders, using the cut/paste metaphor. When un-checked this feature is disabled.
Allow User to Add/Delete Icons:	Unless this option is checked. the Limited Access staff will not be able to add icons to their assigned folders.
Allow User to Administrate Folders:	When checked, the Limited Access staff will not be able to add new icons to their assigned folders.
Allow User access to Reports and Charts:	When checked, the Limited Access staff will be able to view reports, invoices and charts. However, the scope of availability will depend on: View Own Timing Data: Staff will be able to see JUST their own timing data. View All Timing Data: Staff will be able to see All available data for all staff.

Additional Fields:

Address Tab:	Street 1 & Street 2, Suburb, City, Zip, State, Country details.
Contact Tab:	Work Phone, Home Phone, Car Mobile, Mobile, Fax, Work Email, Home Email details.
Notes:	Memo field Note pad
Settings:	Determine which fields should be visible or hidden from the main display in the Staff Administrator window.

What is Active Status?

If a staff's End date is before the current date, or his/her Start date is after the current date, the staff is displayed as INACTIVE. As such, the text for the inactive staff is displayed in red.

Import Staff Text File: MetriQ allows staff details to be imported from a text file, using comma delimiters between each field, and a carriage return between each record. Choose File > Import > Text File from the Staff Administration tool menu.

The record format takes the form:

<UserName>,<First Name>,<Last Name>,<Password>,<AdminType>,
<ContractHours>,<Street1>,<Street2>,<Suburb>,<City>,<State>,<PostCode>,
<Country>,<Start Date>,<End Date>,<Home Phone>,<Work Phone>,<Mobile>,
<Fax>,<Home Email>,<Work Email>,<Can See All>,

Notes:

1	A comma terminates the end of the data line.
2	UserName is Mandatory AND Unique - you must have data for this field and the data must not be duplicated either in the import file or in the current staff listing.
3	First Name, Last Name, Password, AdminType, Contract Hours, Country and Can See All are also Mandatory, but not Unique.
4	Contract hours should be a numeric value.
5	AdminType can be Full or Limited.
6	Country should be a recognizable country used within MetriQ (See the country list on the Staff Administration Tool).
7	Can See All should take either a Y or N values.
8	There are no quotes for each data item.

An example of an import text file (ImportStaff.txt) can be found in the Import Directory where your copy of MetriQ is installed.

Next: Staff Menu Options

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