Manage staff members

The Staff screen lists the users who hold the Staff role. It only appears on accounts equipped with the Staffing module: this is where you declare the people (supervisors, monitors, education assistants…) that you will later schedule in Staffing.

This tab is used to create the accounts and manage their information and their service hours. Assignment to tasks (duty periods, supervision, exams…) happens in the Staffing module — see Assignments.

Record fields

A staff member record contains the common fields of a user and a few staff-specific fields:

• first name, last name and gender;
• date of birth;
• email and phone;
• external identifier / staff number;
• login;
• service hours (reference volume for tracking);
• roles and comment.

A detailed record is accessible from the list (Details) to view and complete this information member by member.

Staff member and Staffing

The separation is deliberate: here you manage the people (the directory of members), in Staffing you manage their schedule — grids, tasks and assignments. A member created on this screen becomes selectable as an authorized supervisor in the assignments.

List actions

From the list, Add a staff member adds a member, and Import data opens bulk creation or correction. The selection actions also let you invite members, set passwords, activate accounts or delete them, depending on the available APIs.