Adding a new employee
- Michael Shumko (Deactivated)
This page applies to R814 and earlier of Celayix. Users of R900 and higher, refer to the relevant guides in the Schedule Xpress section.
Adding a new employee to the system is done in three steps:
Add employee master record
Create Team Xpress account
Create eClock account
Add the new employee
On the main screen, click Employees. Note that this may be called something else in your system, such as Staff, Guards, Nurses, etc.
Click the green plus sign at the top of the page, and then fill in the white boxes on the right. You need all the fields on the General tab. Optionally you could fill in additional fields on the other tabs. Usually you will want the phone number and email address on the Contact tab.
Save the record using the blue diskette.
Create the Team Xpress account
The employee needs a Team Xpress account if they will use the Team Xpress app, or if they will be calling a Voice Xpress phone number, to review their shifts and to check in and out of their shifts. If they will be doing check-ins, they also need an eClock account (see below).
On the main screen, click on the Configuration menu at the top of the page, then Custom Programs, then Create Team Xpress Accounts. Note that this might be called something slightly different on your system.
The layout of the next screen depends on the style of username that will be created.
Style 1 - First name + initial of last name
The Team Xpress account name will look like: BartS, BritneyS, AngelinaJ
On the next page, click the Add All button in the middle of the page.
The program will attempt to create a Team Xpress account for every active employee. It is okay to Add All, because the program will skip employees who already have an account. The program will generate passwords on its own. You can see the passwords by scrolling the window to the right. It does not change passwords for accounts that already exist.
Press the Generate button. Accounts will be created, and a window will show you the results. You will notice that accounts will not be created for employees who already have accounts.
Style 2 - Based on employee short name
The Team Xpress account name will look like: SimpsonB, SpearsB, JolieA
On the next page, fill in the three fields.
The program will attempt to create an account for every active employee. It will skip employees who already have an account.
The first two fields are to verify that you have authority to create Team Xpress accounts.
The third field is where you specify the password that the new accounts will have. The program does not generate passwords on its own; you enter the password yourself. This is for the new accounts that are created. It does not change passwords for accounts that already exist.
Press the Generate button. Accounts will be created, and a window will show you the results. You will notice that accounts will not be created for employees who already have accounts.
Create the eClock account
The employee needs an eClock account if they will use Team Xpress or Voice Xpress to check in and out of their shifts. If they will not be doing check-ins, then they do not need an eClock account, but they still need a Team Xpress account to review their schedules and perform other actions.
On the main screen, click on the Configuration menu at the top of the page, then Custom Programs, then Create eClock Accounts. Note that this might be called something slightly different on your system.
On the next screen, click the Add All button in the middle of the page.
The program will attempt to create an eClock account for every active employee. It is okay to Add All, because the program will skip employees who already have an account.
Enter VXP1 in the field at the bottom of the screen. This will set the eClock permissions for the new accounts that are created.
Press the Generate button. Accounts will be created, and a window will show you the results. You will notice that accounts will not be created for employees who already have accounts.