How Do I Update A Staff Members Account

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.

Index
Staff Edit (Basic information - leaving date, email address etc)
Staff Rates (Staff rate information - Department, Hourly cost rate, required weekly hours etc)
Additional Details (Additional information - address, net login etc)

1. Staff Edit
   This section contains basic staff information, the most frequently updated sections are Leaving Date, Business Email, Last Posted Timesheet.
   to change this information please click Admin
   
   
   
   
   
2. Click User Accounts > Staff > (Staff Name) > Edit
   
   
   
   
   
   
3. This section will allow you to amend basic staff information, an explanation of each field has been included below.
   
   
   
   
   
   
   Last Name - Staff member's last name.
   First Name - Staff member's first name.
   Login Code - Staff member's login code, staff can also login with their email address
   Known As - The way the staff member's name will be displayed in reports.
   Joining Date - The date they joined Tempora.
   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.
   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 member's contact email.
   Enable Two Factor Authentication - Enables 2FA requirement on the users login
   Exclude from late timesheet email - Disable the late timesheet email reminder for this user.
   Email 2FA Code - Emails a QR code to the user to setup 2FA for their account
   
   
4. Click Save once you have made your changes
   
   
   

1. Staff 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
   
   
   
   
   
2. Click User Accounts > Staff > (Staff Name) > Edit
   Cost rates are shown below Staff Information under the heading Staff Rates
   
   
   
   
   
   
3. This section will allow you to amend any cost data for this user by clicking the edit button
   
    
   
   
   
   Office - Staff member's office.
   Department - Staff member's 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.
   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.
   
   
4. Please select the option Advanced in Staff Rate Display to see additional fields
   
   
   
   
   
   Salary - If included this information will show on select admin reports.
   Working Week - The days of the week this staff member works. This is primarily used by the holiday system.
   
   
5. Click update and Save once you have made your changes
   
   
   

Please note you can click Add New at the top of the staff rates section 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.  

1. Additional Details
   This section controls additional staff information
   
   
   
   
   
2. Click User Accounts > Staff > (Staff Name) > Edit 
   Scroll to Additional Details which is shown below Staff Rates under the heading Staff Additional Details
   
   
   
   
   
3. This section will allow you to amend additional staff information and an explanation of each field has been included below.
   
   
   
   
   
   Net Login - Links the users account to the user's machine for the Tempora PROMPT
   Notes - Notes regarding the staff member such as any special requirements.
   
   
4. Click Save once you have made your changes
   
   
   

You may also be interested in the following guides

How Do I Expire A Staff Members Account
How Do I See Expired Staff Members