Add Employee Contact Info

Next, you will enter in the basic contact information for each of your employees.

Important:

  • If you wish to WAIT until you have your system setup before employees begin signing in for the first time, you may wish to withhold the email address on this screen.
  • Name and phone number input alone will not activate the employee, but it will serve to create the employee card on the screen.  This makes a profile for the employee, and you can enter the email at a time of your choosing.
  • When you enter the email address for an employee, the system automatically sends an email to invite them to activate their account to login to your store’s Shift Agent.)

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The initial entry for each employee profile:

  • First Name and Last Name these fields are case sensitive (ie. de Marco)
  • Email  when you put their address in this field, it sends them an account setup invitation automatically
  • Phone  used for sending SMS messages at relevant times.

There is a lot more information that will become a part of the employee profiles.  We will enter that information later in the setup process.

After you are finished, click the Next Step button.

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