This is a directory of all staff members, who are listed alphabetically by surname. You can access and manage the staff records.
Assumption
You have the permission set to access this
Where to find this
Employment > Staff Records
Step by Step Guide
On the Staff Records dashboard staff members are listed alphabetically by surname.
Click on a letter, for example I've clicked on D, all staff members with the surname beginning with D will be listed on the dashboard. You can also tick the Include Past Staff box to view any past staff.
Click on the person's name to access their record. You will be able to access the following areas:
Personal - add as much personal detail as possible. The Date of Birth, Address and Postcode fields are mandatory. Click on Save to save your changes.
Employment - Add their employment contract type, contracted hours, pay rates etc. This information is pulled through to the Staff Rota area. Click on Save to save your changes.
Payroll - Add payroll information here, such as Payroll Type, Payroll Group, Pension Type, Pension Start Date, Life Insurance, Activation Date and Notes. Click on Save Changes to save your changes.
Training - Training modules and programmes can be added here. A completed training module can be added by clicking on the Add button, and adding the information, it will show on the dashboard. The training programmes area is populated when an employee is invited to attend a training programme by head office.
Documents - Any documents relating to this staff member can be added here. Click on Add, add the document name, and choose Open or Closed from the status dropdown, then click on Add Document. You will land back on the Documents dashboard. Click on the file button (highlighted in red below) to add the document, give the document a name and click on the Upload button. To change the status of the document, click on the link in the Document column, change the status, then click on the Update Document button to save.
To view the document click on the + button, the document will be listed on the dashboard, click on the link. Click on the X to delete.
Actions - here you can add Appraisal, Disciplinary and Grievance notes. Follow the same process as above in Documents.
Rewards - Add rewards here by clicking on the +Add button. Enter the date and description then click on Add Reward. It will be displayed on the Rewards dashboard and can be updated by clicking on the link, and clicking on Update Reward once the update has been made.
Notes - There are 3 areas where you can add any notes relating to that person, General, Restricted and Unavailability. Free type your note in the specific area, then click on Save Changes
Transfers - You can transfer that member of staff to another outlet. Select the new outlet from the dropdown and then choose the department, then click on the Transfer button. They will show on the other outlets rota.
History - Any amendments made to the staff record are recorded here, with the latest transaction at the top.
Profile - the staff members Twitter, Facebook and LinkedIn profile names can be added here, as well as their photo.
