Staff Members: General Information

In MYOB Acumatica, a staff member is an employee or a vendor who performs the services specified in a service document, typically by visiting a customer’s location.

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 initially setting up the service management functionality in MYOB Acumatica
• When your organization hires a new employee who needs to be defined as a staff member in service management.

Types of Staff Members

In MYOB Acumatica, you can define the following types of staff members:

• An employee of your company can be defined as a staff member. You use the Employees (EP203000) form to add, view, and edit an employee's record. To define an employee as a staff member, select the Staff Member in Service Management check box on the General Info tab (Employee Settings section) of the form.
• A vendor—an external service provider engaged by your company—can also be defined as a staff member in service management. You use the Vendors (AP303000) form to add, view, and edit vendor's account. To define a vendor as a staff member, select the Staff Member in Service Management check box on the General tab (Vendor Properties section) of the form.

You can view the list of staff members of both types on the Staff (FS205500) form.