Adding a new staff member

From candidate profile to active staff — covers contracts, accreditations, pay info, and Xero sync.

Written By Chris Germon

Last updated About 1 month ago

Steps

  1. Go to People → Staff and click Add staff.
  2. Fill in personal details: name, email, phone, date of birth.
  3. Set employment details: position title, start date, employment type (casual / part-time / full-time), location, reporting line.
  4. Pay info — base rate or award, pay cycle, bank details, super fund, TFN.
  5. Assign roles (Radiographer / Sonographer / etc.) and any accreditations they hold.
  6. Save. Optiq creates the Keycloak user and emails them an invitation to set their password.
  7. If you have Xero connected, Optiq syncs the new staff to Xero as an employee with the bank/super details in step 4.

Tips

  • If you're hiring multiple staff at once, use the candidate pipeline (People → Hiring) — once they sign their contract, they become a staff record with all fields pre-populated.
  • Permissions are assigned via the Permission level dropdown (Staff / Location Manager / Payroll Admin / Super Admin). See the 'Roles vs permission levels' FAQ for the difference.