Staff Details tab

TABLE OF CONTENTS

On the Staff Details tab there are two sections Staff details and Selling Agent details

Staff Details 

Click on the Staff Details Edit  button to change your staff member details

  • Job Description - e.g. Sales Associate, Owner, Director, Broker, displayed on OSL websites
  • Contact phone numbers
  • Phone – business contact phone number
  • Mobil phone number
  • After hours phone number
  • Email work email address
  • Postal - Postal Address
  • Next of kin
  • DOB - Date of Birth, you only have to enter the day and the month . The DOB is displayed on the Staff list
  • Gender
  • Private or personal email address
  • website - In most cases this should be your office website
  • Notes - Enter any relevant agent notes here
  • Start Date - This is the date that the Staff member is set to Active. This date is also used for the agents anniversary date (auto)
  • Finish Date - This date is when the Agent is marked as Inactive (auto)


Selling Agent

Before you can add an Agent to a listing or to a sale they must be marked as a Selling Agent 

Only Selling Agents can be attached to Listings, Appraisals, Sales and or Contacts.

Selling Agent - When the Staff member is a selling agent.

Click on the Selling Agent Edit  button to change your staff member details

To be a Selling Agent a staff member must be; a Selling Agent, Property Manager or an Auctioneer.

Admin staff/users are not selling agents but often a business owners will be a selling agent.

You cannot change an Agent to be a NON selling agent if they have active listings


Licence display

 The license display box is shown with the agents profile on all OSL websites, example: Licensed real Estate Agent

Use the auto fill button to auto fill.

This code is used by some websites e.g. Trademe to identify the agent on their website.

Licence Number

This is the agent’s local Real Estate Agent authority licence number or code.

GST Registered

If your agent registered for Goods & Service Tax (GST). When generating agent pay statements GST will be added to their pay statement.

Withholding Tax Rate

This is the % rate that Withholding Tax will be deducted from your agent pay statements.

ACC - Accident Compensation number

Bank Account - The Agent’s bank account details.

Clubs

Club membership for Agents. These are set at a real estate group level. Compnay level users can add a club membership to an agents profile.


The club membership for an Agent will be displayed on the Agents profile OSL website page.

Group 

The group details are used when your office is part of a real estate group and contains your Agents group Id.


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