Adding an Employee/User to FireMate

Give your staff members access to FireMate!

Contents

1. Locate Employees and Logins
2. Creating a New Employee
   
   1. Create a new employee
   2. Complete the [Login] tab
   3. Complete the [S&E Type / Regions and Zones] tab
   4. Complete the [Address] tab
   5. Complete the [Emergency] tab
   6. Complete the [Notes] tab
   7. Complete the [Attachments] tab
3. Show Inactive Employees/Users
4. Setting an employee/user as a Subcontractor

Locate Employees and Logins

1. From your FireMate navigation menu, select [Admin]
2. From the dropdown, select [Employee and Logins]

Creating a New Employee

Create the Employee

1. Select [Create New Employee] from the top left options
   
2. Complete the fields in the "General"  tab
   1. The General section contains the contact information for your employee. Use this information for reference, and also see name, signature and payroll information reflected throughout FireMate.
   2. Need to set up a Subcontractor? Be sure to select [Subcontractor] from the "Contract Type" dropdown. Learn more here.
   3. 
      
      

Complete the [Login] tab

1. Create the username and password for your new employee.
   1. The password cannot contain the Employee's first or last name.
2. Select the licences you would like to allocate to this user
   1. Select [Enable Desktop Login] to give the employee permission to access FireMate from the desktop application
   2. Select [Enable Mobile Login] to give the employee permission to access FireMate from the mobile application
3. (Field Staff Only) Select [Set as Technician]
4. (Optional - Field Staff Only) Select [Allow Calendar Modifications on Mobile]
   1. This will allow the employee to edit their FireMate calendar in the FireMate mobile application.
5. (Optional - Field Staff Only) Select [Allow Contact Modifications on Mobile]
   1. This will allow the employee to edit property contacts within their FireMate mobile application.
6. (Optional - Field Staff Only) Select [Allow Key/Access Notes Modifications on Mobile]
   1. This will allow the employee to edit the Key/Access Note for properties in the FireMate mobile application.
7. Select the appropriate access for the Employee under "System Access"
   1. Learn more about System Access here .
8. Select [Save]

Complete the [S&E Types and Regions] tab

The "S&E Types and Regions" tab allows you to configure your staff to only being able to be assigned work in those speciality fields (system & equipment types) or Regions and Zones (such as Brisbane).

Ensure your field staff are only provided work within their skillset and areas but selecting the relevant "System and Equipment Types" and "Regions and Zones" fields for the field staff member in this section of their employee set up.

Complete the [Address] Tab

For internal reference only, you can opt to enter the employee's address

Complete the [Emergency] Tab

For internal reference only, you can opt to enter the employee's emergency contact information here.

Complete the [Notes] tab

Optionally add a note to the employee file. This could be information regarding training certificates, insurance, or even internal review information.

1. Select [New Note]
2. Type information within the "Note Description" section at the bottom of the dialogue box
3. Select the "Note Type" from the drop down
4. (Optional) Select a Start and End date
5. Select [Save]

Complete the [Attachment] tab

Optionally add an attachment to the employee.  This could be copies of training certificates or employee photos.

1. Select [New Attachment]
2. Type information about the attached in the "Description" section at the bottom of the dialogue box
3. Select the attachment type from the dropdown
4. Select [Browse] and select the document you would like to attach to the employee file
   1. The name of the attachment will display as the "Name" within FireMate Mobile where applicable.
   2. The description of the attachment will display the "Description" on the FireMate Portal where applicable.
   3. These can be changed at any time
5. Select [Save]

Once you are happy with your new employee, select [Save] located at the bottom right.

Show Inactive Employees/Users

1. Locate Employees and Logins
2. Select [show Inactive Employee] located on the bottom left.

Setting an employee/user as a Subcontractor

When setting a new Employee as a [Subcontractor] within their Contract Type, the employee will not have access to the Callout Book on the FireMate mobile application. This is to ensure your Subcontractors only have access to the information on properties and jobs they have been assigned.

To set a user up as a Subcontractor, select [Subcontractor] from the "Contract Type" dropdown available in the "General" tab. See more here .