Knowledge Base Article

A staff member is an individual who works for your organization in exchange for compensation. Staff members are first created as constituents in Argenta and then assigned as staff members.

To get started, choose either Constituents or Staff & Human Resources > Staff Members - from the Argenta main menu on the left-hand side of the screen, 

This will open up your Staff Member list. From here, click the “Add New” button.

This will open the Add a New Staff Member by Designating A Constituent As A Staff Member screen.

 

Here just a few details are needed to add your new staff member.

1. Constituent ID -Select the "Lookup" button to search for and select a constituent that you are hiring as a new staff member. This will help avoid duplicates in your system. You can search by full name "Jane Doe" or by a partial name such as "Jane." If the constituent is in your database select them by clicking the pink check mark  this will select your constituent and return you to the Add A New Staff Member by Designating A Constituent As A Staff Member screen. If the constituent is not in the system, you can add them by clicking the “Add New” button. This field is required.

For help adding a constituent please see, KB Article - Add Constituents.

You can include any related files, contact, and notes by adding them in their areas below. You can add as many files, contact, or notes as needed.

For help adding files, please refer to KB Article - Add Related Files.

For help adding a contact, please refer to KB Article - Add Contact to Contact Log.

For help adding a note, please refer to KB Article - Add A Note to the Notes Section. 

•  Payroll Category - Options are: Salary, Hourly, Hourly + Commission, Commission Only, Other. This field is required.
• Wage - This is the dollar amount for yearly salary, hourly rate, or commission rate.  This field is required.
• Per - This is how the wage is paid.  Options are: Hour, Week, Bi-Weekly, Month, Quarter, Year, Other. This field is required.
• Tax Reporting Type - W2 or I9.  Select the reporting type for your staff member.
• Social Security Number - Your staff members social security number goes here.
• EIN - If the member is a corporation, enter the corporate EIN number here.
• Commission Rate - If the staff member is paid based on a percentage, put the percentage here.
• Commission Term (in months) - If the commission has a term limit, put the months the commission term is for here.
• Overtime Wage -  If the staff member is qualified to receive overtime, put their overtime wage here.
• Federal Withholding % - Enter the federal withholding percentage for the staff member here.
• Commission Details - If you would like to enter details about the staff members commission details enter them here.
• Account Information/Where does payment go? (Bank Account, Paypal, Venmo, etc.) - If there are instructions for your payment for paypal, venmo, etc. put them here.
• Deductions Per Pay Period:
  •  Fed. Income Tax - Enter the amount to be withheld for each pay period for federal income tax purposes.
  • Sate Income Tax - Enter the amount to be withheld for each pay period for state income tax purposes.
  • SS Tax - Enter the amount to be withheld for each pay period for social security tax.
  • Medicare Tax - Enter the amount to be withheld for each pay period for medicare tax.
  • Total Deductions - Enter the amount of total deductions for each pay period. (The total of Fed. Income Tax + Sate Income Tax + SS Tax + Medicare Tax)
• Deduction Summary/Details - You can enter any details about the staff members deductions here.

• Open/Unchecked, Passed, Failed - Use these to keep track of where you are at with following up or checking on a reference. 

• Completed By (Team Member) - A team member from your organization can be selected to contact this reference. Team members in Argenta include staff members, users, board members and volunteers you have designated as team members. Select the team member that completed the reference check.

• First Name - This is the first name of the person's reference. This field is required.

• Last Name - This is the last name of the person's reference. This field is required.

• Primary Phone - This is the phone number for the reference. This field is required.

• Email Address - This is the email address for the reference. This field is required.

• Relationship to Staff Member - This is the reference's relationship to the staff member. This field is required.

• Acquainted How Long - Enter a numeric value for how long the reference has known the member. This field is required.

• Open/Unchecked, Passed, Failed - Use these to keep track of where you are at with the background check.

• Date Completed - You can enter a date manually or use the date selector.

• Completed By (Team Member) - The team member from your organization who completed or requested this background check. Team members in Argenta include staff members, users, board members and volunteers you have designated as team members. 

• Source of Background Check - Enter where you obtained or the source for your background check here.

• Details - You can enter any information about the background check here.

• Placement Status - Options are Tentative, Confirmed, or Cancelled.

• Placement Type - Select a type from the drop-down list or add a new one by clicking the "Add New" button.
• Staff Member ID - This will be the staff placement member. This field is required.
• Mission Trip ID -  Will display the Mission trip you selected. This field is required.
• Department/Chapter - You can assign the staff member and the mission trip to a specific department/chapter.  Select one from the drop-down menu or add a new one by selecting the "Add New" button.
• Assigned to (Team Member) - A team member from your organization can be selected as the point of contact for this staff member placement. Team members in Argenta include staff members, users, board members and volunteers you have designated as team members.
• Arrival Date & Time - You can manually enter a date and time or use the date and time selectors.
• Departure Date & Time - You can manually enter a date and time or use the date and time selectors.
• Arrival Method - You can enter how the member will be arriving.
• Traveling From - You can enter where the member will be coming from.
• Special Instructions - You can enter any other instructions for the member here.