How do I add or edit Employees?

Once you add employees to ResaleAI:

1. Their name and contact information will show up on the Team List, handy for managers or co-workers who need to adjust schedules.
2. They can be identified as the employee who completed a task on the Checklists.
3. They can be identified as Liking a Note in the Notes and Kudos section.  A great way for a manager to be sure each employee has read something. 

To add an employee:

1. Click the Navigation icon in the upper right corner of the screen to choose the Settings screen.
2. Click the Employees option on the menu on the left of the screen.
3. Click the Add Employee button on the upper right of the screen.
4. Enter the employee’s info into the popup window, the click Create Employee at the bottom.

To edit an employee’s information:

1. Click the Navigation icon in the upper right corner of the screen to choose the Settings screen.
2. Click the Employees option on the menu on the left of the screen.
3. Find the employee and click the edit button on the upper right of the screen.
4. Enter the employee’s info into the popup window, the click Update Employee at the bottom.

* NOTE:  If you use When I Work schedule/timeclock service (not provided by ResaleAI), use the When I Work Integration on the Account Settings page to automatically update all of your employees into ResaleAI.  This integration will also allow your staff to clock in and out directly from ResaleAI’s Day Book screen.

Having adding or editing employees? 

 Click the support button on the bottom left of the screen. We are happy to help!!

Thanks for using ResaleAI!