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
From the Argenta main menu on the left-hand side of the screen,
choose Relationship Groups (CRM) or Staff and HR > Staff Members.
“Add New” button. This will pop up the Add a New Staff Member window.
Select the corresponding
Constituent. If the Constituent is already in the system, click the “Lookup”
button and select a Constituent by searching and selecting them. If the
Constituent is not in the system, you can add them by clicking the “Add New”
button (for help see KB Article, “Add
Constituent ID field will display the ID for the selected Constituent, and
their name will be displayed below. Make sure you have selected the Constituent
you want to designate as a Staff Member.
enter a Date of Hire, the date the
individual began working with the organization. This is a required field. If
your organization uses employee ID numbers, enter it in the Our Org. Employee ID field.
whether this staff member is a manager or non-management from the Management Status drop-down list, and
then select the manager they report to from the Manager drop-down list. These are both required fields.
there, select the position this staff member will fulfill from the Staff Member’s Position drop-down list.
If the Staff Position title is not in the system, you can add one by clicking
the “Add New” button. This will pop up the Add
New Staff Positions window where you can fill out the required fields (for
help see KB article, “Add Staff Positions”).
Staff Member’s Payroll Category – the
method by which they will earn their pay (salary, hourly, etc.). Then, enter in
their Salary/Hourly Wage and select
their Payment Cycle. If they are paid for commissions, fill out that information
in the Commission Rate and Commission Term (in months) fields. If
there are any extra details you would like to specify about the commission
policies, enter it into the “Commission Details” field.
you will also need to fill out the staff members Overtime Wage and Federal
Withholding %. These are required fields.
down to the second half of the page you will see the Deductions Per Pay Period section.
Here, you must fill out the Total of Personal Deductions, Federal Income Tax, State Income, Social Security
Tax, and Medicare Tax fields.
you can choose to include additional information in the Deduction Summary/Details, Log First Contact, and Notes fields, which can contain as many
entries as needed. These are not required fields.
reviewing the information entered, click the “Add This Staff Member” button to
finish. The window will close and you will find your new Staff Member in the
Staff Member list. Your Staff Member has been added.