Staff Management
Staff > Staff Management
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Search - search by staff name or identifier
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Include Inactive - check to include inactivated staff in the search
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Reset - click to reset search parameters
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Add New Staff - click to add a new staff member
Alternatively, staff can be added via import.
Identifier - if prompted, enter the staff identifier; otherwise the identifier will be auto-assigned based on configuration and can be changed after creation. -
First Name - enter staff first name
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Last Name - enter the staff last name
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Cancel - click to return to the Staff Management screen without creating a new staff member
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Save - click to create the staff member and be redirected to the staff member's General tab
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Advanced - click to access additional filters
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All Buildings - filter by Building Assignment
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All Staff Types - filter by Staff Type
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Staff Tags - filter by Staff Tags
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Phone - filter by phone number
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Date of Birth - filter by Date of Birth
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Search - click to apply advanced filters
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Identifier - click to sort by Staff Identifier
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First Name - click to sort by First Name
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Last Name - click to sort by Last Name
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Building - click to sort by assigned building
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Current Balance - click to sort by staff balance
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Is Active? - click to sort by active status
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Pencil - click to be redirected to the staff member's General tab
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< > - click to scroll through pages