Filling out the staff profile
Most of the fields in the staff profile are just used to record information. However, there are several fields in the Profile tab that have system functionality. Let’s go over them.
First Name/Last Name: These are mandatory fields. You cannot create a new profile without filling them in.
Address/Postcode: The Address and Postcode is used to pinpoint the staff member’s location in the Map View of the Staff page.
Primary Email: All communications are sent to this email by default.
Create eymanage Staff Login: Checking this will create an account for the staff member on the system, which they can use to view their schedule and book absences.
Start Date: The date the staff member started at the company. You must select the start date for this staff member before holiday and sickness entitlement can be calculated.
Leave Date: The date a staff member will leave the company. This can be used to calculate the remaining holiday and sickness entitlement for a leaving staff member.
Salaried: Check this option if the staff member is paid a fixed salary.
Job Title/Position: This affects Holiday Pay Rate, and which Qualifications and Training Courses you can add to the staff profile.
Additional Role: Allows you to indicate this staff's additional responsibilities. Additional roles can be linked to Training Courses.
Line Manager: Assign this staff member's line manager. A line manager can be given access to this staff member's sensitive information in Global Settings > HR > Staff > Sensitive Information.
Preferred Activity: The default Activity when scheduling sessions for this staff member.
Room: The default Room when scheduling sessions for this staff member.
Key Children: Select this staff member’s key children from the drop-down menu. On eylog, depending on Nursery Details, staff members may only be able to access their key children.
DBS Number: Clicking on this field will allow you to add a DBS number as a document.
Term Time Only: Check this if the staff member only has sessions during term times. Sessions that don’t take place during term times are removed.
Active: When this box is checked, it signals that the staff member is a current employee. Unchecking this box makes them inactive on the system, and generally indicates they have left the company.
Create eylog Profile: Checking this box will create a profile for the staff member on eylog.
Editing eylog permissions
If this staff member is also a practitioner on eylog, you can use the table at the bottom of the page to edit their permissions for what they can publish using the various features of eylog. The two options you can check for each feature are Publisher and Reviewer, with the exception of Daily Diaries which only require publishers.
Publisher: Can publish observations/forms/reports/diaries without needing them reviewed
Reviewer: Can review and publish other practitioners' observations/forms/reports/diaries. Selecting Reviewer will automatically check Publisher for the chosen feature.
Some fields not included in this list may still be included in filters, or may appear when creating reports.
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