To add staff members to a folio in Tempo for Server
To add staff members to a folio in Tempo Budgets for Server, you must be the Folio Owner or be an Administrator for the folio:
- Select your folio using Tempo > (folio name).
- Select the Staff tab, then select Staff Members at the top-left.
- Click Add a staff member (o).
- Enter information about the staff member:
- Staff Member - select the name of the staff member from the list of Budgets users.
- Role - select a role for the staff member in this folio.
- Overtime Rule - if applicable, select an Overtime Rule to use for the staff member.
- Weekly Schedule - select a Weekly Schedule for the staff member.
- Holiday Schedule - select a Holiday Schedule for the staff member.
- From - enter the start date, or select the Folio start date.
- To - enter the end date, or select the Folio end date.
- Availability - enter the availability for the staff member, either in fixed hours, or as a percentage of total capacity.
- Cost Rate - enter the Cost Rate for the staff member. This can be individually set, or if the folio uses Global User Rates, the rate will be set automatically.
- Description - enter a description for the staff member.
- Click Add to add a new staff member, or select Add another and then Add to add more than one staff member.