Enterprise users can manage staff access across multiple centers in two ways. If a staff member needs to remain active at more than one location, you can create access for them in each center using the same email address. If a staff member is permanently changing locations, you can transfer them from one center to another and remove their access from the original site. This article walks through both options so you can choose the approach that fits your situation.
💡 This article applies to multi-site (enterprise) Playground users only.
Add Staff Members to an Additional Center
If staff members needs access to more than one location, you can add them to each center using the same email address. This allows them to toggle between locations without giving them enterprise level access.
Start in the original center and go to the Staff tab. Select Download roster to export your current staff list if needed.
Then switch to the second center, return to the Staff tab, and click the Add staff button and the Upload multiple staff via roster.
Once you've upload the roaster, click the Next: Review button.
Then click the Finish button
In the next window, click the Send invite button to send the sign-up links to the staff.
When the staff member clicks the new sign up link in their email and completes the process using the same email address, their accounts will be linked. From there, they can quickly switch between centers using the Switch account option in the mobile app or on the web.
Once the staff member has accepted their invite and appears in the new center, complete any remaining setup for that location.
a. If you use Scheduling, add a schedule for the staff member.
b. If you use Payroll, enable payroll for the staff member in the new location and confirm their pay settings. You can follow the steps in the payroll setup guide here to enroll the staff member in payroll after their account has been added to the platform.
This approach works best when a staff member needs to stay active in more than one location but should not have enterprise wide access. It also allows you to add staff to another center in bulk by uploading the roster, which can save time if you are setting up multiple team members at once.
Transfer a Staff Member to Another Center
If a staff member is permanently moving to a different location, you can transfer them directly within the platform. This process must be completed individually for each staff member.
🚨 The staff transfer feature is currently in beta. If you run into any issues or have feedback about this feature, please contact our support team.
From your Enterprise Dashboard, click into the staff member’s current center.
Click Staff tab and select the name of the staff member you want to transfer.
On the staff member’s profile, click the Settings tab.
Scroll down to the Staff management section.
Click Transfer staff.
On the transfer window, search for and select the new center the staff member is moving to under New center.
If the staff member should no longer have access to their original location, select Deactivate old staff.
If Payroll is enabled at the original center, you will also have the option to deactivate payroll for that staff member. Deactivating payroll will remove them from any future payrolls at that location.
You can also choose to remove the staff member from any group chats and archive existing 1:1 chats at the original center.
Choose which information you would like to include in the transfer. You can select from the following options:
a. Include pay rates
b. Include staff form submissions
c. Include staff documents
d. Include staff trainings
After making your selections, click Transfer staff.
Navigate to the new center you selected during the transfer.
Click Staff tab. The transferred staff member will now appear in the staff list at this location.
Once the staff member appears in the new center, complete any remaining setup for that location.
a. Assign the staff member to the appropriate classroom or classrooms.
b. Add a schedule for the staff member if they will be using scheduling.
c. If you use Payroll, enable payroll for the staff member in the new location and confirm their pay settings. You can follow the steps in the payroll setup guide here to enroll the staff member in payroll after their account has been added to the platform.
Because the staff member was transferred within the platform, there is no need to send a new sign up link. Their existing account remains active and is simply associated with the new center.
If you selected Deactivate old staff during the transfer, the staff member will no longer have active access to the original center in the mobile app. However, they may still be able to log in to the web platform to view limited historical information, such as payroll or tax documents, from the previous location.
If the staff member needs to access past payroll records or completed paperwork from their former center, they should log in through the Playground website rather than the mobile app.