Managing staff & leave

Overview

If you run your HirePanther business with a team, staff management lets you add the people who deliver your services, control what they can access, and keep track of when they’re away. This keeps bookings assigned to the right person and your availability accurate.

Add a staff member

1. Open Staff Management in your provider dashboard.
2. Add a new staff member and enter their details — first name, last name, email, and phone number.
3. Set the permissions that decide what the staff member can see and do.
4. Save. The new team member appears in your staff list.

Manage your team

The staff list gives you an at-a-glance summary of your team:

• Total staff, active staff, and inactive staff counts.
• Each member’s contact details, address, and total completed jobs.
• The date each member was registered.

Use the search box to find a member quickly, and edit a profile at any time to update details or permissions.

Note: If a staff member has active bookings assigned to them, you’ll be prompted to reassign or close those bookings before you can remove the member. This protects customers who are already booked.

Record staff leave

Booking availability should reflect when your team is actually working. Use the leave tools to block time off:

1. Open the staff leave area.
2. Choose the staff member.
3. Select the leave type — for example Annual Leave, Sick Leave, Unpaid Leave, Study Leave, Maternity Leave, or Paternity Leave.
4. Pick the start and end dates for the leave period.
5. Add a reason if needed and save.

You can edit or remove a leave entry later if plans change.

Tips

• Give each staff member only the permissions they need for their role.
• Record leave as soon as it’s known so bookings aren’t offered during time off.
• Review active and inactive counts regularly to keep your roster tidy.

Related

• Managing bookings, availability & holidays
• Provider onboarding guide
• Understanding your analytics dashboard