In this guide, we will show you where to look for the following items in the Staff Profile.

• Profile
• Key Data
• Timetable
• Absences & Leave Requests
• Claims
• Qualifications
• Performance Management
• Background Check
• Documents
• Working Patterns

For further training on Staff Management & HR see here.

Access: The minimum permissions required to access this part of the Staff Profile are found in the Framework Module of Config>Setup>Roles & Permissions.

Further Guidance

• For Contracts see How to Add a Staff Contract
• For SCR see How to Manage the SCR (Single Central Record)
• For Performance Management see HR & Performance Management
• In some of the screenshots below you will see User Defined Fields or Panels added to sections in the Staff Record, see How to Add User Defined Panels and How to Add User Defined Fields

To begin, go to the Staff List Page by clicking Staff on the vertical bar on the left of the screen

From there, click on the Staff you need to update and press View. In the example below we have chosen a single member of Staff however, you can select multiple if required.

This will open in the Staff Profile, if you have selected more than one Staff member from the Staff List Page then you will be able to click Next.

Profile

In the Profile panel if you click on the top right drop down next to All you will see it contains the following items.

• Emergency Contacts
• Ethnicity & Religion
• Medical Conditions
• Medical Events
• Banking
• Vehicles

Key Data

The Key Data panel can be found in the top right hand corner of the Profile page, it contains the School Staff Number, Payroll Number, National Insurance Number and Bromcom Staff ID.

Timetable

This contains an onscreen view of the current weeks Timetable for the selected Staff member, you can amend the dates using the Term and Week Beginning drop down and Print the Timetable if required.

Absences and Leave Requests

In the Absences & Leave Requests panel if you click on the top right drop down next to All you will see it contains the following items.

• Absences
• Leave Requests

Claims

In the Claims panel if you click on the top right drop down next to All you will see it contains the following items.

• Additional Hours
• Expense Claims

Qualifications

In the Qualifications panel if you click on the top right drop down next to All you will see it contains the following items.

• Qualifications
• Subjects Offered
• Trainings

Performance Management

In the Performance Management panel if you click on the top right drop down next to All you will see it contains the following items.

• Staff Objectives
• Reviews
• CPD Activities
• CPD
• Staff Conduct
• Staff Probation
• Line Managers
• Direct Reports

For more information please see How to Use the Performance Management Page

Background Check

In the Background Check panel if you click on the top right drop down next to All you will see it contains the following items.

• Previous Employer
• Right to Work
• Background Check
• DBS Evidence
• Check and Seen
• Address Check
• Photo ID Check

For more information please see How to Manage Staff Background Checks

Documents

In the Documents panel you can add Document to the Staff Profile by clicking + in the Document list panel , in addition you can search, archive, flag, download or delete Documents for the selected Staff member.

There are also Grid Actions as below

Working Patterns

In the Working Patterns panel you can assign Working Patterns to roles that have been added to a Contract. For more information please see How to Record Staff Working Patterns