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KMR · Pantallas y funciones

How to bring a new person into the team

Two ways: register the staff member and send access, or invite by e-mail someone who has (or will create) a free account.

Actualizado Android · iPhone / iPad · Web

Este artículo aún no está traducido a su idioma: se muestra la versión en English.

En esta página

Choose the path

  • Register staff: you fill in the details and send access. Good for people who will work under a company contract and need bank details, hourly rate and documents.
  • Invite (free account): the person gets a code by e-mail and joins with their own free account. Good for people who already use KMR on their own.

Path 1: register staff

Staff list on the web panel (shown in Portuguese)
Staff list on the web panel (shown in Portuguese)
  1. Open Menu → Staff and tap New staff (on the web, register staff, ②).
  2. Fill in name, e-mail, phone, address, Contract type, Hourly rate and Transport.
  3. Fill in Bank & address for the statements.
  4. In Portal access, tap Send password setup e-mail or Send password setup SMS.
  5. Tap Save. The person installs the app, signs in as Staff (field) and completes Profile & documents.
  6. Review the documents in Menu → Staff documents and approve them.
  7. If there is mandatory training, follow progress in Menu → Training.

Path 2: invite by e-mail (free account)

Invite staff (free account) (shown in Portuguese)
Invite staff (free account) (shown in Portuguese)
  1. Open Menu → Invite staff (free account) and tap Invite (②).
  2. Enter the E-mail (and Name (optional)) and tap Send invitation.
  3. Note the code shown (only now) and give it to the person if the e-mail does not arrive.
  4. The person enters the code in the app; the invitation shows as accepted in the list (①).
  5. Complete their record in Staff (hourly rate, contract) before scheduling.

Common mistakes

  • The person did not get the e-mail: check the address and use Resend; for registered staff, use Send password link.
  • The invitation expired: cancel it and send a new one.
  • “Training pending” on the schedule: the person has not finished mandatory training.

Related questions

  • Staff and staff documents: records, profile and review
  • Accounts, free-account invitations and worker mode
  • Company invitations: link your free account to a company

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