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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's 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'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.
  • 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.


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.


  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


 


IconDescription
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. 

Upload - This function allows you to upload Staff documents such as copies of qualifications and other relevant documents.


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




Note that staff information cannot be deleted and can only be deactivated.

Staff Profile Summary Home





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