This guide will show you how to update a staff member's account information. The most frequent updates are a change of email address, department, job title, required weekly hours or adding a leaving date to the staff member's account.
If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.
Staff Edit (Basic information - leaving date, email address etc)
Cost Rates (Cost information - Department, Hourly cost rate, required weekly hours etc)
Additional Details (Additional information - address, net login etc)
- Staff Edit
This section controls basic staff information the most frequently updated sections are Leaving Date, Business Email, Last Posted Timesheet.
to change this information please click Admin
- Click Staff > (Staff Name) > Edit
- This section will allow you to amend basic staff information, an explanation of each field has been included below.
Last Name - Staff members last name.
First Name - Staff members first name.
Login Code - Staff members login code, staff can also login with their email address
Sex - Staff members gender.
Date of Birth - Staff members date of birth.
Known As - The way the staff members name will be displayed in reports.
Joining Date - The date they joined Tempora.
Maiden Name - Any previous last name.
Leaving Date - The date they stopped using Tempora. After this date is reached the user will not be able to login to Tempora but all of their data will be available for reporting.
NI Number - National insurance number.
Last Posted Timesheet - The most recent timesheet they have submitted.
External Ref - A unique Identifier often used for importing Tempora data to other systems.
Account Code - A non-unique Identifier often used for importing Tempora data to other systems.
Move to (Company) - If you have multiple companies such as Demo UK and Demo USA, this section will allow you to move a staff member to a different default company.
Business Email - The staff members contact email.
Exclude from late timesheet email - Disable the late timesheet email reminder for this user.
Working Week - The days of the week this staff member works. This is primarily used by the holiday system.
- Click Save once you have made your changes
- Cost Rates
This section controls staff cost information the most frequently updated sections are Department, Job Title and Standard hours.
To change this information please click Admin
- Click Staff > (Staff Name) > Edit the cost rate is shown at the bottom of the page under the heading Staff Rates
- This section will allow you to amend any cost data for this user by clicking the edit button
Office - Staff members office.
Department - Staff members current department.
Job Title - Staff members' current Job Title.
Effective From - The date this cost rate started.
Effective To - The date this cost rate ends.
Description - This field is often used to explain the reasons for a cost rate change.
Salary - If included this information will show on select admin reports.
Rate - The amount per hour it costs to employ this staff member. This information is used in the Tempora cost reports to help calculate profitability.
Std Hours - The minimum amount of hours per week this should complete. If this value is not met the user will be unable to submit their timesheet.
- Click update and Save once you have made your changes
Please note you can click Add New at the top of the page to add a new cost rate. This allows you to have different rates for different time periods. This is most frequently used when a staff member's job title is changed or their required hours change.
- Additional Details
This section controls additional staff information the most frequently updated sections are Net Login, Notes.
Click on Admin
- Click Staff > (Staff Name) > Additional Details
- This section will allow you to amend additional staff information and explanation of each field has been included below.
Address Line - Staff members address.
Home Phone No - Staff member's home telephone number.
Home Fax No - Staff members fax number.
Mobile No - Staff member's mobile telephone number.
Home Email - Second contact email address, this is for reference and will not be used by the Tempora notification functions.
Business Email - Contact email address, this is by the Tempora notification functions.
Net Login - If you use an active director for single sign-on this will be the user's active directory login.
Health Cover - Health covers can be selected. You can add additional health covers by selecting Admin > Health > Add New
Health Cover Ref - Reference code for the staff member's health cover.
Career Details - This section can be used to record if the staff member is a freelancer
Notes - Notes regarding the staff member such as any special requirements.
- Click Save once you have made your changes
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