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:

• Click Staff > Add staff. 
• Enter Staff personal information on the fields available. 
• 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.
• Tick the appropriate box for Staff role(s). 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.
• Type in Username and Password. You may also set your Staff security question and answer now, however Staff have the option to change it when they first login to the System.
• Click Create New Staff to save.

View Staff List

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

1. Click Staff > View Staff List. A list of your Staff will appear on the page. You manage your Staff details using the Action Icons located on the right.

Action Icons

Icon	Description
	Home - Allows you to view Staff profile summary in a new window. This also include latest communication log/diary entry (as shown below)
	Home - Allows you to view Staff profile summary in the main window. This also include latest communication log/diary entry (as shown below)
	Profile - Allows you to edit the Staff profile. Personal and Employment information can be updated on this page.
	Documents - This function allows you to upload Staff documents such as copies of qualifications and other relevant documents.
	Photo - This function allow the upload of a Staff picture.  This picture can be used, in addition to the other profile details, to identify the Staff member.
	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.
	Account - Allows you deactivate the Staff Account.
	Email - This icon allows you to send email directly

Staff Profile Summary Home

Click either the  or   Action Icon on the Staff Management page. This page opens up in a new window or in the main window, and lets you view a Staff profile, including the latest communication log/diary entry, and Action Icons used to manage the Staff. 

Action Icons