How to locate items in the Staff Profile

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

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.

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.

Click to Select>View

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.

Example Staff Profile

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

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.

Timetable Example

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

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

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.