Staff Members: General Information

A staff member is a person who is responsible for delivering the services that your company offers to customers.

Learning Objectives

In this chapter, you will learn how to define an employee as a staff member.

Applicable Scenarios

You define employees as staff members in MYOB Acumatica in any of the following cases:

  • When you initially configure the service management functionality in MYOB Acumatica
  • When your organization defines a new employee as a staff member in service management

Types of Staff Members

You can enter, keep, and manage information about staff members of the following types:
  • Employee: A staff member of this type is an employee of your company. You use the Employees (EP203000) form to add, view, and edit a record for a staff member of this type. For the employee to be defined as a staff member, you must select the Staff Member in Service Management check box on the General Info tab (Employee Settings section) of the form.
  • Vendor: A staff member of this type is a third party that your company engages to perform services. You use the Vendors (AP303000) form to add, view, and edit a vendor account that is a staff member. For the vendor to be defined as a staff member, you must select the Staff Member in Service Management check box on the General tab (Vendor Properties section) of the form.

In MYOB Acumatica, you can specify any existing employee or a vendor as a staff member, or create a new employee or vendor and specify it as a staff member. You can view the list of staff members of both types on the Staff (FS205500) form.