Note: All pages below are subject to having relevant Roles and Permissions.
Create a New Member of Staff
For Supply (External) Staff, see How to Add Supply Staff.
From the left Menu go to Staff and select New.
The Create New Staff page will be displayed. All fields marked * are mandatory.
Completing the Date of Birth field will automatically populate the Age field.
The Staff Code is usually three characters as default. However, the length can be changed if needed. To change the length go to Config > Administration > Administration Defaults.
Tick the Data processing consent has been granted box to allow the User to be able to process Data and produce Reports.
Create User Account
If you wish to create a User Account for a new Member of Staff click the Setup Account Details button.
This will take you to the Create New Staff page.
- The Username and Password fields will populate by default, but it can be changed if required.
- The User must change password at next logon is a security feature to force password changes. This is ticked by default.
- The Send account details to email will have to be left empty, as at this stage you have not yet entered the email for the new member of staff.
Select the User Role(s) required for the new member of Staff then click Create.
Set Session Timeout
The Default Timeout is 20 minutes. To change this, go to Modules > Setup > System Users and select the Staff Member to amend.
This can only be done one Staff Member at a time.
Enter the number of minutes the User can be non-active for before the system will log them out.
Note: the default is 20 minutes but this will show as Zero (0).