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How to add new staff to Staff Pulse

Updated

You are able to add in new staff and participants directly into Pulse.

  1. Adding Staff as Participant
  2. Adding a Pulse Director/Steward

Adding a new Participant

  1. As a Pulse Coordinator, go to Settings and the Enrolments section.
  2. To add a staff member in as a participant, click the ‘+ Add Person’ button in the top right corner:

add-person-staff.png
Image 1: Add Person option in the Enrolments section.

  1. A widget will pop up where you will be able to add in the staff member’s details. Enter in the staff member’s first name and last name, and their email address. Then select the group/s that they need to be included in:

add-staff-select-group.png
Image 2: Participant option.

  1. Hit ‘Save’ to save the participant into Pulse.

Adding in a new Pulse Director or Steward

NOTE

  • There are two different roles that staff members overseeing Staff Pulse can be. If you need a reminder of the roles and the permissions, see Pulse User Roles and Permissions.
  • The bottom of the widget in the system will outline what level of access each the staff member being added in will have.
  1. As a Pulse Coordinator, go to Settings and the Enrolments section.
  2. To add a staff member in as a Pulse Director/Steward, click the ‘+ Add Person’ button in the top right corner:

add-person-staff.png
Image 3: Add Person option in the Enrolments section.

  1. A widget will pop up where you will be able to add in the staff member’s details. Enter in the staff member’s first name and last name, and their email address. Select what role they need to have in Pulse (Pulse Director/Steward), then select the group/s that they need to have oversight of:

add-staff-director.png
Image 4: Set a role for the user.

  1. Hit ‘Save’ to save the staff into Pulse.