Adding Staff

By adding staff it gives them access to Safe Food Pro so they can fill out forms and complete tasks as needed. 


In this Article

  • New Feature February 2019 - Calling Staff from Mobile
  • Add Staff from Admin Console
  • Add Staff from Mobile Tablet App
  • Editing Staff
  • Need a Staff Member to Have Special Access?
  • Add Staff from Admin Console:

    You can add new staff members on both the Administration Console and the Mobile Tablet Application. Only manager and administrator logins give you access to add new staff members.

    1. Log in with the Administrator login on the Administration Console or Mobile/Tablet App 
    2. Go to the Menu, select 'Staff' 
    3. Click the Green Plus button 
    4. Click 'Add New Staff Member' button (If you are using the app you will have to enter your pin instead of doing this step)

    5. Fill out the information, questions with * must be answered 

    6. Click 'Save' to add the staff member 

    7. Note: If you added staff as 'Users' when you set up Safe Food Pro then they are automatically added to the 'Staff' page, so you don't need to add them again.

    For more on setting up staff on the mobile device click here.

    Add Staff from Mobile Tablet App:

    If you are on the run and need to add a new staff member from the App. You need to have either an Admin , Manager or Tablet Manager Staff Member access to get the right permissions to add and edit Staff.  You can do this by: 

    1. Log in to the App on your Mobile Device/Tablet
    2. Click the menu icon in the top left corner (three lines) 
    3. Go to Staff 
    4. Click the green plus icon to add a new staff member
    5. Select your name from the list (this is to show you have the correct access) 
    6. Enter your 4 digit PIN to gain access 
    7. Fill out the questions. Make sure you've entered all of the required fields (*) before you save

    Viewing & Editing Staff:

    Once staff are added their details can be edited or viewed at any time either by themselves, an Administrator or Manager. 

    1. Go to Staff Page on Administration Console or the Mobile/Tablet App 
    2. Select Staff Member you want to edit 
    3. Click the Pencil (If you are using the app you will have to enter your pin instead of doing this step)
    4. Select 'Save' when complete 

    You can now call staff straight from the App New Feature February 2019

    We understand employees come and go within a business so once they are deleted we keep them in the archives. If the employee comes back: 

    1. Go to Staff Page on Administration Console 
    2. Select 'Include Archived'

    3. The past employees will appear with an archived box on the far right, click the archived box to bring employee back

    Need a Staff Member to Have Special Access? 

    If you have set an employee up as a Staff Member but need them to access restricted forms such as, Staff Sickness, Incidents and Training Forms, then you can give them a special Manager (Tablet) Role. To do this: 

    1. Go to Staff Page on Administration Console 
    2. Click the Pencil icon to edit the Staff Member
    3. Change the Role to Manager (Tablet) 
    4. SAVE

    When selecting the Role you will  get two options: 

    • Tablet: A Staff Member that has the ability to complete forms on the Mobile/Tablet. 
    • Manager (Tablet): A Staff Member that has the ability to complete forms and view/edit forms with restricted access. 

    Still need help? Contact Us Contact Us