How to Add and Manage Staff Members

What Is a Staff Member?

A staff member is someone who works for your organization. In Argenta, staff members start as constituents (your master contact list) and are then designated as staff. This keeps all your people in one place while giving staff-specific tools for HR, payroll, and management.

How to Add a New Staff Member

1. From the main menu, go to Staff & HR > Staff Members.
2. Click Add A New Staff Member.
3. You will see the "Designate A Constituent As A Staff Member" screen.
4. Start typing the constituent's name in the search field. If they already exist in your system, select them from the dropdown.
5. If the person is not yet in your system, click the Add New icon next to the search field to create a new constituent record first.
6. Click Add Staff Member & Enter Details.

You will land on the Staff Member Workspace where you can fill in their employment details.

The Staff Member Workspace

After adding a staff member, their workspace gives you access to everything related to that person's employment. The workspace menu includes:

• Staff Member Details - employment info, position assignment, hire date, manager, and termination details
• References - track professional references
• Training - assign and track training requirements
• Skills & Experience - document qualifications
• Evaluations - performance reviews
• Previous Positions - history of roles held
• Payroll Info - compensation and payroll details
• Related Expenses - expenses tied to this staff member
• Background Checks - track screening results
• Direct Reports - see who reports to this person
• Follow-Up - schedule reminders and follow-up tasks
• Notifications - manage alerts
• Contact Log - communication history
• Email Log - emails sent to this person
• Staff Member Files - upload documents
• Staff Member Notes - internal notes
• Record Permissions - control who can view or edit this record

Key Fields on the Details Tab

• Date of Hire - when the person started
• Staff Position - search and assign from your list of positions (see "How to Use Staff Positions in Argenta" for details)
• Manager/Supervisor - who this person reports to
• Management Status - whether the person is in a management role
• Staff Member Level - assigned from classification codes
• Paid Staff / Permanent / Returning Staff Member - checkboxes to categorize the staff member

Filtering and Searching Staff Members

The staff list supports filtering by status (Active, Terminated, All) and sorting by name. Use the search bar to find someone by ID, name, or email. You can also export the full list to CSV.

Terminating a Staff Member

To end someone's employment, open their workspace and scroll to the Termination section. Enter the Date of Termination and Reason for Termination, then click Terminate Employment. You can also mark whether the person is eligible for rehire.