To be added as a staff member, the user must have already been created and added to the branch. Adding a user can be done through the '+ Users' button in the ‘Users’ section of the AMLHUB desktop.
Classifying the user as a staff member can be done through the ‘Users’ section of the AMLHUB desktop.
Click on the "Add" button found under the ‘Staff Member’ field adjacent to the user’s name.
A window will appear, as shown in the image below.
Enter the start date of the user; this should be the date the user started with the company. Entering the user’s end date is an optional field.
Click on the ‘Staff Member Should Be Trained’ tick box, then select a respective training role for the user. If not selected, the staff member will not be added to the training register. Staff members must be added to the training register, where if they were not added upon creation this can be done through the training register at a later stage.
Click ‘Create’.
A window will appear, as shown in the image below.
The user is now an active staff member with a start date, which means they are ready for vetting.