Staff Management

Staff other than instructors, such as secretaries, accountants, cleaners and security, are kept on record in this section. Personal details, contact information, duty, and hire and leave dates are entered. Staff who leave are made inactive, and their record is kept.

Records and permissions

• The emergency contact is entered as free text, with the relationship (spouse, sibling, mother and so on).
• Staff duties are defined separately. A person limit can be set on a duty, and the number of assigned people is shown.
• Staff can get panel access if you want. A username and password are created, and the ready-made Staff role or a role you define is assigned. Staff use only the screens the role allows.
• Staff who do not need a login, such as cleaners or security, are kept as records only.
• Salary details can be entered. The amount is stored in the institution's default currency and is protected by a separate "Salary information" permission.
• In expenses, when you choose a category marked "Staff expense" (for example Salary), you select the staff member and the recorded salary fills in the amount automatically.
• Staff birthdays appear in the calendar.
• The list supports search, sorting, filtering and Excel export by duty, gender, age, marital status and status.
• The module can be turned on or off per institution from institution management.

Steps

1. Create staff duties in the Definitions section: Secretary, Accounting, Cleaner and so on.
2. In New Staff, enter the details and the duty.
3. If needed, create a login account and give the secretary the Staff role.
4. Search for staff in the list and update their details from the Personal, Contact, Salary and Account tabs.

For schools and courses that have secretarial, accounting and support staff alongside instructors.