Creating a profile on eylog from eypeople

Creating a profile on eylog from eypeople

While filling in a staff member’s profile form, you’re given the option to also create a profile for them on eylog using the information stored for them on eypeople, assuming you have both products.

When adding a new staff member
  1. Click on  Staff in the sidebar.
  2. Click on the  icon in the top right to add a new staff member.
  3. You’ll find the Create eylog Profile option at the bottom of the Profile tab. It should be checked by default.
  4. Click Save.
For an existing staff member
  1. Click on  Staff in the sidebar.
  2. Click on the name of the staff member to be taken to their profile.
  3. Check the box next to Create eylog Profile at the bottom of the Profile tab.
  4. Click Save.
From the list view
  1. Click on  Staff in the sidebar.
  2. Click on the Grid menu in the top right.
  3. Select List from the drop-down menu.
  4. Under the Create eylog Profile column, click the Create eylog Profile button next to the staff member’s name.

    • Related Articles

    • Creating document types

      Each document uploaded to a staff or child profile must be assigned a document type. This determines the names of the fields that appear when you create a document. You can customise document types in System Settings. In the top right, click on > ...
    • Creating event types

      Whenever you create an event for a child or staff member, you have to assign it an event type. This determines the names of the fields that appear when you create a document. You can customise event types in System Settings. In the top right, click ...
    • Customising the staff profile form

      eypeople lets you customise the fields in the staff profile form through settings. In the top right, click on > System Settings. Click on HR in the sidebar. Click on Profile Form Setup. Uncheck the Visible box for any field you don't want to appear ...
    • Understanding the eypeople dashboard

      The dashboard is the default screen you arrive at when you sign in. You can also navigate to it from any point in the system by clicking on Home in the sidebar. The screen is split into two information modules that help keep you up-to-date on your ...
    • Creating a staff login

      When filling in a staff member’s profile, you have the option to create a staff login for them. This way, staff members can access a limited version of the system using the Primary Email entered into their profile. You will need to create logins for ...