The Staff Profile
Using the tasks screen for staff
Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system. Adding a public task ...
Adding private tasks
Private tasks can only be seen by the user who created it, and aren't connected to any entities. You can create a private task from the Tasks screen. Click on the icon in the top banner. Click on Create Task in the top right. In the pop-up window, ...
Tasks in the staff profile
Tasks are a way of keeping track of any actions you need to do associated with a child. Adding a task Click on Staff in the sidebar. Click on a staff member's name to bring up their profile. Go to the Tasks tab. Click on Create Task in the top right ...
Sending the staff profile form
In eymanage, you can add staff members by filling out their profile yourself, but you also have the option to save yourself a bit of time by allowing staff members to fill out their own profiles. You do this by sending them the Staff Profile Form. ...
Controlling staff login access for documents and events
If a staff member has an eymanage staff login, they have access to limited features of eymanage, including the ability to view their staff profile. Though generally staff can't edit their own profiles, depending on what permissions you give them in ...
Customising the staff profile form
eymanage 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 ...
The communication tab
The Communication tab of a staff member’s profile keeps a record of all message and email communications with this staff member. Use the buttons in the top left to sort between Sent (as in sent by a user on the system) and Received (as in received by ...
Creating an eymanage staff login
When filling in a staff member’s profile, you have the option to create an eymanage staff login for them. This way, staff members can access a limited version of eymanage using the Primary Email entered into their profile. You will need to create ...
Creating a profile on eylog from eymanage
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 eymanage. When adding a new staff member Click on Staff in the sidebar. Click on the icon in ...
Completing events for staff
You can mark events as completed, in which case they won’t appear on your dashboard but will still show up on the Branch Calendar. Click on Staff in the sidebar. Click on the name of the staff member to be taken to their profile. Click on Events in ...
Adding an event for staff
eymanage allows you to schedule Events for specific staff members, such as contract changes, reviews, paternity/maternity leave, and so on. These events can be tracked through the calendar, and upcoming events are shown in the Notifications section ...
Adding a DBS number
Through the Document tab Click on Staff in the sidebar. Click on the name of the staff member to be taken to their profile. Click on Documents in the sidebar. Click on the icon in the top right to add a document. Select DBS Number as the Document ...
Adding documents for staff
Any important documents related to a staff member can be uploaded to the Documents section of their profile. Upcoming expiry dates for documents appear in the Notifications section of the Dashboard. Click on Staff in the sidebar. Click on the name of ...
Adding tags to a staff profile
Tags are a good way of keeping track of staff members with certain qualities. Tags can be filtered, and also fit into various aspects of system functionality. Click on Staff in the sidebar. Click on the name of the staff member to be taken to their ...
Staff grid/list/map views
There are three ways you can view the information on the Staff page: Grid view, List view, and Map view. To change between them: Click on the green drop-down menu in the top right (this will be labelled either Grid, List, or Map depending on what ...
Customising gender identity
You can customise what options appear in the Gender Identity field of the staff profile in settings. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to Staff > Gender Identity. Click on the icon in the top right to add a ...
Customising leave reasons
When you deactivate a staff profile, you have to choose a reason why they left from a drop-down menu. You can customise what options appear in that menu in settings. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to ...
Making a staff member active
Inactive staff members are hidden on the system. If you still want to use them with the features of eymanage, they will need to be made active again. Click on Staff in the sidebar. Check the box next to Show Only Inactive in the top left. Click on a ...
Making a staff profile inactive
When a staff member leaves the nursery, you’ll probably want to make them inactive on the system. This will hide their profile on the Staff page and all other parts of the system until they are made active again. Making a staff member inactive Click ...
Importing staff data
If you have existing data on your staff members, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file ...
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 ...
Adding a staff member
Adding a staff member manually Click on Staff in the sidebar. Click on the icon in the top right. Fill out the relevant information in each tab of the Staff Profile. At the very least you should enter the staff member's First Name, Last Name, Date of ...