- 13 Feb 2024
- 2 Minutes to read
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Staff - Staff List
- Updated on 13 Feb 2024
- 2 Minutes to read
- Print
The Staff List screen displays all staff members that have been added into the system.
From the Staff menu, click Staff List
To display a list of staff members, enter the necessary search criteria:
- View
- Active - show only active staff members
- Inactive - show only inactive staff members
- All - show active and inactive staff members
- Center - if the business level is selected, all staff will display; if a center level is selected, only staff associated to that center will display
- Last Name - if searching for a specific staff member, enter their last name
- First Name - if searching for a specific staff member, enter their first name
- Phone - if searching for a specific staff member, enter their phone number
- Employee ID - if searching for a specific staff member, enter their employee ID
- View
Click Search
The staff members matching the search criteria will display in the Teacher/Staff List below
To edit staff information, click the edit icon to the left of the staff member's name
To add a new security level for the staff portal, click the lock icon on the right. When a staff member is assigned a semester, category, and/or classroom, this provides them the ability to run reports on the assigned options. Please Note: this does not provide them access to financial records
To delete the staff member, click the red X on the right side of the user id of the staff member
Actions Menu
There are several options under the Actions menu:
Add New Staff- select this option to create a new staff record
Import Staff - select this option to upload new staff into the system. Please contact support o receive the staff import template
Overtime Rules - select this option to enter overtime rules for staff attendance. When setting up new Overtime Rules, the state, weekly maximum hours, daily maximum hours, and overtime rate are required
Payroll Period - select this option to add payroll periods into the system (only needed if you have purchased a payroll integration)
Export Staff in Excel - select this option to view a list of all staff organized by site in excel
All Profiles in PDF - this option exports all staff profiles into a PDF format. When editing a staff member, click Profile on the top right. The information added into this screen, will display in the All Profiles PDF