Add and Manage Staff in Zylu | Staff Setup and Access Guide

How to Add Staff in Zylu

This guide explains how to add a new staff member, define their working details, provide system access, and manage their account in Zylu.

Overview

Staff Management in Zylu allows you to:

  • Add employees to the system
  • Assign roles and responsibilities
  • Define salary and working hours
  • Provide login access
  • Manage active and inactive staff

Completing this setup ensures smooth handling of bookings, billing, and daily operations.

Add Staff Details

  1. From the main menu, go to Manage
  2. Click Staff Management
  3. Click the ‘+’ (Add Staff) button

This opens the Add Staff screen, which contains two sections:

  • Details (basic information)
  • Compensation (salary and working schedule)

Under Details, enter:

  • Phone number (used for identification)
  • Staff name (full name)
  • Email address (must be unique and used for login)
  • Gender
  • Role (Owner / Manager / Employee)

These fields are mandatory.

  1. Click Save and Continue to proceed to the Compensation section.

Add Compensation Details

  1. Enter the Salary amount
  2. Select Salary Type (Monthly or Yearly)
  3. Enter Hours per day
  4. Enter Days per week
  5. Click Save

This completes the staff creation process. These details are used for payroll and reporting.

Send Invite to Staff

  1. Go to Staff Management
  2. Select the staff member
  3. Click Invite to App

The staff member will receive an email invitation. They must:

  • Open the email
  • Click the invite link
  • Set their password

They can log in only after completing this step.

Edit Staff Details

  1. Go to Manage → Staff Management
  2. Select the staff member
  3. Click the three dots (⋮)
  4. Click the Edit icon
  5. Update the required details
  6. Click Save

If the email address is changed, a new invite must be sent.

Deactivate Staff

  1. Go to Staff Management
  2. Locate the staff member
  3. Click the three dots (⋮)
  4. Select Deactivate

Use this when a staff member leaves or should no longer have access. Deactivated staff cannot log in, but their historical data remains in the system.

Notes

  • Each staff member must have a unique email and phone number
  • Staff cannot access the system without accepting the invite
  • Ensure the email address entered is correct

Important

  • Passwords should be set only by the account owner or the staff member
  • Do not share login credentials
  • If the owner role is changed to employee, it cannot be reverted

Tips for Efficiency

  • Complete staff setup before assigning bookings or sales
  • Ensure roles are assigned correctly to avoid access issues
  • Ask staff to check spam or junk folders if the invite is not received
  • Regularly review and deactivate inactive staff

Common Questions

    •  How do I add a staff member?
    • How to invite staff to the app?
    • Why is staff not receiving the invite email?
    • How to resend invite to staff?
    • How to edit staff details?
    • How to update staff email?
    • How to set salary and working hours?
    • How to deactivate a staff member?
    • Why is staff not able to log in?

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