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Adding New Staff

There are two ways to add new staff to UC OATS; Staff Data Import and manually adding a new staff member. This article will focus on how to manually adding a new staff member to UC OATS.

To manually add a new staff member,

  1. Click on the "App Admin" button to open the Application Administrator workspace.Application Administrator workspace page
  2. Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
  3. Select the "Departments" tab and locate the department / unit where that staff member should reside. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department / unit title links until you get to the appropriate location. 
  4. Once you are in the appropriate department, click on the "Staff" tab. The list of staff within that unit will appear.staff tab page
  5. Click on the "Add Staff" button. 
  6. Enter the staff member's name into the the "Search for Users" search bar. UC OATS will search the database for the staff member. A list of possible matches may appear. If the staff member does not exist, the "Add Staff" form will appear.searching for staff member in the search bar or creating a new staff member
  7. Complete the form and select the appropriate role(s) for the staff member. To learn more about staff roles, visit the Roles Overview article.
  8. Click the "Submit" button to add the staff member to the unit.

Last Modified: 2023-03-17 09:44:03.773003-07