Adding, Editing and Removing Staff Profiles

To add a new staff member you will need to go to Admin > Personnel > Staff.

  • To be able to get to this menu item, you’ll need to have the Senior Management Team, Human Resources, or Admin role.
  • To make changes to a user's password, you'll also need the System Admin role.

If you don’t have this, you’ll need to ask your team to give you access by following these instructions: How do I add a user role to a staff member?

The Staff module allows you to add a new member of staff or view the current staff's information using the drop down option.

Adding a new member of staff

Clicking on the Add New button will allow you to enter details for a new member of staff. There are a number of stages to the process and once you have completed the first page, you are have the option to fill in further information by stepping through pages offered.  
Screenshot 2024-01-25 at 14.52.36.png

If you forget to enter any information the box will turn pink to remind you. As a minimum you need to populate the first five fields, down to the date of birth. The areas highlighted in red will be important for the workforce census.

The wizard will take you through:

  • Initial Page
  • Vehicle and Initial Contract Details
  • Qualifications and Medical Details 
  • Contact and Doctor Details

You can use the Capture Sheet to collect the required information from the new member of staff.

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Once you have entered the information, you will be taken to the staff profile page where you can enter more information about any member of staff at any point.

You can change any of the information on the staff profile page by clicking the cog next to the relevant section. You can then add further information in the following areas:

Creating a login by giving a username and password

Adding a new member of staff will not automatically allocate a username and password. You will need to do this following these instructions: Create a new login for a member of staff


Removing a staff member

To remove a member of staff, choose their name from the drop down list. Then follow the instructions here:

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