Introduction

Before we start with building the essential “building blocks’ of your college, it is necessary to add the users/ staff who will be using the system. They will be the main users of the system and therefore we need to ensure that they are adequately setup and has been assigned their functions depending on their designated roles.

Add Staff

To add staff, follow the instructions below:

1.

Click Staff

and on the drop down, click

> Add staff.

2.

Enter Staff's personal information on the fields available.

3.

Enter in Employment Information and position. If the position is not on the drop down menu, click Add New Position link and type in staff position.

4.

Tick the appropriate box for staff's role. Please note that staff can be assigned multiple roles and therefore will have multiple system access. Refer to the User Role - Menu and Feature Access to assist with assigning role functions.

5.

Type in

staff's

Username and

password

Password. You may also set your

staff's

Staff security question and answer now, however

staff has

Staff have the option to change it when they first login to the

system

System.

6.

Click Create New Staff to save.

Note
Note: Staff will receive an auto generated email notification to advise their account has been set up which will include user login details (username and password). User can change their password once they log in the system.

View Staff List

This page is where you can manage, view and update your staff profile.

Click Staff > View Staff listList. A list of your staff will appear on the page. You can manage your staff’s Staff details by clicking the action icons using the Action Icons located on the right hand side as shown above.

Image Modified

Click this icon Image Removed to view and edit staff profile.
Once changes have been made, click Update Profile.

Image Removed

2. This icon Image Removed allows you View/upload/ Download staff document.

Image Removed

The following icons let you view other information:

Image Removed

3. This icon Image Removed allows you to view/ upload/ Download staff document.

4. This icon

Image Removed allows you deactivate staff account.

Action Icons

Image Added

Icon	Description
Image Added	Home - Allows you to view Staff profile summary in a new window. This also include latest communication log/diary entry (as shown below)
Image Added	Home - Allows you to view Staff profile summary in the main window. This also include latest communication log/diary entry (as shown below)
Image Added	Profile - Allows you to edit the Staff profile. Personal and Employment information can be updated on this page.
Image Added	Upload - This function allows you to upload Staff documents such as copies of qualifications and other relevant documents.
Image Added
Image Added	Diary - This icon allows you to record/log Staff communication. The Log can record different types of communication e.g. emails, comments. All of these are recorded as a list for easy tracking and access.
Image Added	Account - Allows you deactivate the Staff Account.
Image Added	Email - This icon allows you to send email directly