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Step 4 — Staff

The final required step of the onboarding wizard adds your team members. The step's hint: Add at least one staff member — shifts can't be created without it.

Fields

FieldRequiredNotes
Full nameYesThe employee's name as it will appear in schedules and reports.
PositionNoOne of the positions you created in Step 3.
LocationNoOne or more of the locations from Step 2.
PhoneNoThe employee's contact phone.
EmailNoThe employee's email address.
TelegramNoThe employee's Telegram username — used later to deliver checklists.

How to complete this step

  1. Press Add staff member.
  2. Enter the employee's Full name — the only required field.
  3. Optionally assign a Position and one or more Locations, and add Phone, Email, or Telegram.
  4. Repeat for each team member you want to add now.
  5. To delete an entry, use Remove next to it.
  6. Entries are saved as you go.

You must add at least one staff member. If the list is empty, the wizard shows Add at least one entry. and won't let you continue.

One person is enough to finish

You can add yourself or a single manager now and bring in the rest of the team later under SettingsStaff.

Connecting staff to Telegram

For an employee to receive checklists in Telegram, their account must be linked to the DailyMark bot. You don't have to do this during onboarding — the wizard only records the Telegram username.

The actual linking (a one-time invitation link or QR code that the employee opens and confirms with Start) is done afterwards in SettingsStaff. See Staff settings for the full step-by-step invitation flow.

Editing later

After onboarding, the team is managed under SettingsStaff, which adds more capabilities: vacations, the Telegram connection status for each person, and the invite/unlink flow.

Once you press Finish, setup is complete and the full app unlocks — see what happens after Finish.