Staff

What it is

The directory of every staff member, with search and filters.

Why it matters

Gives one trusted record for each person's role, department and status.

When to use it

HR finds, updates and exports staff records; some staff see only their own.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click Staff.

What you see

Staff · click the picture to enlarge

• The list has these columns: Employee, Name, Department, Designation, Type, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• Add staff member — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the Add staff member button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Staff · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Salutation	choose	Choose the title to use, such as Mr, Ms or Dr.
First name *	text	The staff member's first name, as on their official papers.
Middle name	text	Optional. The middle name, as on official papers.
Last name *	text	The staff member's family name, as on official papers.
Work email	email	The school email address for this person.
Work phone	text	Optional. The office or desk phone number for this person.
Branch	choose	Choose the campus where this person works.
Department	choose	Choose the department this person belongs to.
Designation	choose	Choose the job title for this person.
Reports to	choose	Optional. Choose the person they report to day to day.
Staff type *	choose	Choose the kind of staff member, such as teaching or support.
Staff category	choose	Choose the category the person falls under, from the list.
Employment status *	choose	Choose whether they are employed, on leave, or have left.
Joined on	date	The day this person started at the school. Pick it from the calendar.
Notes	long text	Optional. Anything the HR office should know about this person.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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