How to create a staff member's record
After a user has been created by Technology Group in Apex Business, you will need to create their 'PSA Contact' record to allow them to use the system:
- Navigate to Contacts > New Contact
- Select 'PSA Contact' as the record type
- Enter their key details:
- Firstname (Preferred Name)
- Lastname
- Email address (Proximity, not personal)
- Account name - should be 'Proximity Advisory Services'
- Enter the relevant HR details under the 'HR' section
- Under 'PSA Resource Details' section set:
- Under "Salesforce User" search for the staff member's user account to link this Resource to the user created by Technology Group
- Tick the "Is Resource?" checkbox for all staff
- Tick the "Is Resource Active?" if this staff member is currently required to enter time or be placed against Opportunities
- Set the "Region" field to the state the staff member resides in
- Set the 'Work Calendar' to reflect their contracted working hours
- Tick "Exclude from Resource Planner" and "Exclude from Missing Timecards" if the staff member is in Business Services Team
- Click Save