Staff

Introduction

1. The first step after you get your Auditomation account ready is to add your staff and assign them their roles and give permissions.
   
2. There’ll be only one staff member initially which is Company Admin and the others can be then added using the following process.

How To Create New Staff

Step 1:- Login to your Auditomation account and click on Admin > Staff.

Step 2:- Click on Create New Staff from the appearing page.

Step 3:- From the appearing page, add the necessary details in the given fields, like Role, First and Last Name, Email and Confirm Email, and Notes(if any).

Note:- If the Role is selected as an Auditor then, ASIC Auditor No, Professional Body Membership, Phone Number, and Postal Address are a few extra fields that are added and are compulsory to be filled.

Step 4:- Once all the required fields are filled, click on Create New Staff. You will now receive a confirmation message and staff will be successfully created.

Your staff will now be listed on the Staff Dashboard and you can Suspend, Edit and Activate your staff from there itself. You can also use a filter to view only Active, Suspended, or both.

How to Grant Roles and Permissions

Step 1:- Login to your account and click on Admin > Staff.

Step 2:- Click on Roles and Permissions from the appearing page.

Step 3:- On the appearing page, click the checkbox to grant permissions for different actions to the specific roles.

Step 4:- Once done, hit Save.

How to Edit Staff

You can change roles for your staff by editing the staff details through the steps given below.

Step 1:- From the home page, click on Admin > Staff.

Step 2:- Now click on the Edit icon under the Action column for the staff member you want to edit.

Step 3:- A sliding window will open and from there you can change the Role, First Name, Last Name, and Email ID. Once you have made the changes, click on Update Staff.

Note:-

1. Only a Company Admin has the authority to change the role of a company admin and assign someone else as a Company Admin. However, anyone with the Manage Staff permission granted through Roles and Permissions can edit and modify the roles of other staff members.
2. If you're changing any other Role to Auditor, it will be a compulsion to fill in details like ASIC Auditor No, Professional Body Membership, Phone Number, and Postal Address to successfully change the Role.
   
3. Only the Role of the Company Admin can not be changed and it is compulsory for Company Admin to be an auditor and fill in all the necessary and compulsive details of an auditor.
   

How to Suspend Staff

If you no longer need any of your staff members, you can simply suspend them by following the given steps below:-

Step 1:- From the home page, click on Admin > Staff.

Step 2:- Now click on the Suspend icon under the Action column for the staff member you want to edit.

Step 3:- A pop-up will appear, you can click on Yes to further continue and suspend the staff.

Step 4:- You will now receive a confirmation toast message at the bottom right corner of your screen.

Note:-

1. If you now want to view the suspended staff you will have to select the Suspended checkbox from the top.
2. You can only suspend a staff if they do not have any job assigned currently. If there is any job assigned to them, you won't be able to suspend them.
   
3. You can follow the same process to reactivate the staff again, just you have to click on the Active icon instead this time.

Permission Definitions 

Manage Audit Job

Following are the actions that can be performed if this option is selected from the Roles and Permissions > Staff.

• Access the Manage Clients menu.
  
• Create and Import New Clients.
• Create and View all audit jobs in the My Audit Job Queue and Dashboard.
• Assign and Process Audit Jobs from the Audit Job Queue.
• View jobs in the Completed Audit Job Queue.
• Unlock audit files from the Completed Audit Job Queue.

Note: If this option is not selected then, you will only see audit jobs assigned to you in the My Audit Job Queue and Dashboard.

Manage Staff

1. Access the Staff menu.
   
2. Add and Edit staff details, including Roles and Permission settings.
   

Process Audit Job

Access, Process, and Progress the stages of an audit job regardless of Manage Audit Job setting.

My Practice

• View and Manage both Connected and Not Connected firms.
• Add new firms.
• Edit Firm Details and View Firm History.
• Generate Invoices for the funds.
• Create and Post Invoices to Xero.
• Edit and View Invoice Settings, create flat fee structures, or fees based on job complexity.
• Edit, Create, or Delete Add-ons for your billing.
  

Note: This is an Optional Feature so if this option is not visible in your Roles and Permissions setting, it means you have to get it activated. To activate My Practice, contact Support@cloudoffis.com.au.

Analytical Dashboard

• View the Analytical Dashboard for My Practice and Firm.
  
• Analyse and view Job Analysis, Contravention Analysis, Revenue Analysis, Staff Performance, and Reports.
• Access Firm-Specific Analysis for both Connected and Not Connected clients.
  

Note: This is an Optional Feature so if this option is not visible in your Analytical Dashboard setting, it means you have to get it activated. To activate Analytical Dashboard, contact Support@cloudoffis.com.au.

• Related Articles

• Creating Staff in SMSF Sorted Basic

  Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...

• Staff Role Definitions and Access

  Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...

• How To Create A Job

  Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below . Creating Audit Job for Imported Funds Step 1:- Login to the platform using your ...

• SMSF Auditomation Portal New Version Release - Enhanced Features

  Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...

• Manual Fund Upload- The New Way

  Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...