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,
- Select the App Admin tab.
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- Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
- Select the Departments button 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.
- Once you are in the appropriate department, click on the Staff button. The list of staff within that unit will appear.
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- Click on the Add Staff button.
- Enter the staff member's name into 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.
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- Complete the form and select the appropriate role(s) for the staff member. To learn more about staff roles, visit the Roles Overview article.
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Click the Submit button to add the staff member to the unit.