Creating and inviting back-office staff

In Bas you can easily add new employees. It works as follows: you create a new employee, enter all the relevant information and save. After this the employee is invited by email to create an account.

Creating and inviting a new employee

Go to HRM. The screen opens on the overview of employees. To create and invite a new employee, use the 'New employee' button. You then enter all the relevant information in a number of steps. After saving, the employee is automatically invited.
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Below are a number of important points of attention.

Start date
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An employee can only log in if they are 'in employment'. Therefore enter a date that is not in the future.

Contract type

Choose the correct contract type. In the planning, employees with a permanent contract are shown in a separate overview so that you can schedule these first, and only afterwards the temporary staff.

Skills

When filling in the details, you'll also be asked about the employee's skills. The choices here affect what an employee is allowed to do and what they get access to in Bas.

• Administration

  Only has access to the back office.
  If your company uses lead generators and these are linked to Bas, they'll end up in this employee's mailbox. Every confirmation of an accepted quote also appears in the mailbox.

• Planner

  Can only work in the back office

  
  ​Job leader / foreman

  Can only work in the employee app.

  Has the option to have the customer sign and to take a payment via our app.
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• ​Estimator

  Can work in the employee app and has the 'survey' option there, and can also work in the back office

• ​Warehouse staff

  Can access the warehouse tasks menu in the app and the WMS in the back office.​

• Mover

  Can only work in the employee app

• Handyman

  Can only work in the employee app under warehouse tasks

  
  ​Packer

• Can only work in the employee app

  
  ​Hoist operator

• Can only work in the employee app

Invitation with a link valid for 24 hours

After adding an employee, they receive an email. This link is valid for 24 hours. If logging in is no longer possible, your employee can first request a new password. They then receive a new email with a new link. This is again valid for 24 hours.

Entering but not yet inviting

If you want to create an employee but not invite them yet, you can use a fictitious email address. The employee can later use 'forgot password' to retrieve all the details needed to log in

Last step: entering the work schedule for the capacity calculation in the planning

It may seem like you're done after this step, but don't forget to also supply the work schedule for the planner. Go to the employee in the list. Enter the working hours under 'work schedule' for the employee.

Next step

The next step is installing the employee app >