Staff Management

Staff > Staff Management

Screenshot of the Staff Management screen as described on this page.

  1. Search - search by staff name or identifier

  2. Include Inactive - check to include inactivated staff in the search

  3. Reset - click to reset search parameters

  4. Add New Staff - click to add a new staff member
    Alternatively, staff can be added via import.
    Screenshot of the Add New Staff modal as described on this page.
    Identifier - if prompted, enter the staff identifier; otherwise the identifier will be auto-assigned based on configuration and can be changed after creation.

    1. First Name - enter staff first name

    2. Last Name - enter the staff last name

    3. Cancel - click to return to the Staff Management screen without creating a new staff member

    4. Save - click to create the staff member and be redirected to the staff member's General tab

  5. Advanced - click to access additional filters

  6. All Buildings - filter by Building Assignment

  7. All Staff Types - filter by Staff Type

  8. Staff Tags - filter by Staff Tags

  9. Phone - filter by phone number

  10. Date of Birth - filter by Date of Birth

  11. Search - click to apply advanced filters

  12. Identifier - click to sort by Staff Identifier

  13. First Name - click to sort by First Name

  14. Last Name - click to sort by Last Name

  15. Building - click to sort by assigned building

  16. Current Balance - click to sort by staff balance

  17. Is Active? - click to sort by active status

  18. Pencil - click to be redirected to the staff member's General tab

  19. < > - click to scroll through pages