How do I add a new recipient to Optimise?

Adding New Recipients to Optimise: A Step-by-Step Guide

Check Your Administration Access

To add new employees, you need administration access. This access allows you to amend administrative details such as adding new recipients.

Note: If you do not have administration access, please email sales@safpro.co.uk to request it. Customer services will enable this for you.

You must have administration access to be able to add new recipients.

How to add a recipient

1. Select Administration

Begin by navigating to the Administration section.

How to add a recipient

2. Select Recipients

Choose the Recipients option from the menu.

How to add a recipient (2)

3. Select Add Recipient

Click on the Add Recipient button.

How to add a recipient (3)

4. Fill in the Add New Recipient Form

There are a number of fields, e.g. job title, locker number, that can be ignored. We have circled the mandatory fields that need to be filled in on the screenshot below. We have also listed out the mandatory fields.

Mandatory Fields

Forename
Surname
Depot
Department
Cost Centre (if applicable, as not all companies have cost centres set up)
Grade
Appear as recipient in Manpack: Ensure this option is ticked.
Employee Reference Number: Enter a reference number. If you do not have one, use a fictitious number, e.g., 01.

Once all mandatory fields are filled in, click 'Save'. Your new recipient will be displayed on Optimise Pack immediately.

Important: All mandatory fields must be completed; otherwise, the recipient will not be displayed.