Staff

  • The screenshot below shows a sample grid of the staff function in HR.

    More information
    • Document number: The code given to the member of staff .
    • First and last name
    • Contact information:Email, phone, postcode and URL.
    Tip

    To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

Find a member of staff

  • You can use the search bar to find a staff member.

  • You can toggle between the sets to narrow down your search.

    Tip

    You can even create your own custom sets by selecting the cog.

  • Alternatively you can use the selection criteria to search for a member of staff.

Create a new member of Staff

  1. Press NEW.

  2. Enter an account name.

  3. Fill out the remaining fields.

    Remaining fields explained
    • #: Reference to identify the member of staff.
    • Legacy ref: The old reference used to identify the member of staff.
    • Tick boxes: Tick the roles that you would like the member of staff to have access to.

  4. Fill out the tabs.

  • The following will explain the tabs.

  • This section will present the contacts that you have listed for the resource. Press EDIT then ADD to list more contacts under the resource.

  • You can also ASSIGN a contact to be the main account if there is more than one contact.