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How to Add Staff Members and Give Them Access to ZenMaid
How to Add Staff Members and Give Them Access to ZenMaid

Give cleaners/office managers access to their schedule, the mobile app, clock in/out buttons, and set their pay rates.

Courtney Wisely avatar
Written by Courtney Wisely
Updated this week

Summary:

  • Here's how you can add new cleaners to your account and also give them access to the mobile app with their own credentials


Adding a New Cleaner

  • Hover over the Cleaners icon on the left side of the screen and click Add new cleaner.

  • Enter the cleaner's first name, last name, phone number, and email. The cleaner role will only be able to see the schedule they are assigned to, whereas the office manager role can see all the appointments.

  • If you need to assign the Cleaner as Office Manager, check the box that says Is this cleaner an office manager? For more on office managers, this article will help you with their specific settings.

  • If the cleaner is a contractor, check the box that says Is this cleaners a contractor?

  • In order to let the cleaners log their time in the system, check the box that says Allow this cleaner to log their time in the system? which allows the cleaner to clock their time on the mobile app.

  • Select the cleaner's calendar color and language. The mobile app will be translated into the language selected except for customer notes. You will need to add the customer notes in the alternative language for the translation.

  • Under Pay Rate and Job Estimation, you can choose what pay type this cleaner has and input the cost. There is Hourly, Revenue Share, Flat Rate, and Variable Rate. The Man Hour Cost is what you charge your customers - if you charge customers by the hour.

  • The Notes and Other information lets you enter the cleaner's birthday, notes, and any custom fields you may need (SSN, Alternative phone number, etc).

  • If you need to add a custom field for your cleaner to insert a special section for cleaner information like Customer Feedback or Sick Log? Click the button below to follow the article to show you how to create Cleaner Custom Fields.

  • Add the cleaner's address.

  • Click Save Changes.


Giving your Cleaners access with their own credentials

  • To allow the cleaner to sign in to their account and access the mobile app, check the box that says Allow this cleaner to sign in using their email and view their schedule? and create a password for them.

  • When you add the cleaner with the option to sign in using their email, you will get a pop-up asking if you want ZenMaid to notify them that they have access and give them instructions, or if you want to do it yourself.

  • In case you want to notify your cleaners yourself, you can quickly send them their login info by going to the Actions button and clicking on Resend login info

  • Your cleaners will be able to log in to their account with the email entered in their profile, and the password you previously assigned.

Notes

  • If the cleaner does not see the clock in/out buttons on their mobile app:

    Have the staff member log out of the ZenMaid app, close the app from running (do not delete the app), and launch the app fresh to log back in.

    To do so, have them click MORE (...) then PROFILE in the app. At the top right will be the LOG OUT button. Close the ZenMaid App by swiping up (or clicking the menu to close the app), reopen it, and log back in to get the latest update.

  • If when creating a cleaner you get an error message saying Email has already been taken, it means either the cleaner mistakenly created a new account instead of logging in with the credentials you shared or they previously worked for another company using ZenMaid.


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