The Staff Profile
Turn on sensitive information for the staff profile
In Global Settings, you can mark Medical Details, and Payroll & Bank Details on the staff profiles as sensitive, meaning it can only be viewed by the user roles that are specifically given access. In the top right, click on > Global Settings. Click ...
Customising leave reasons for staff
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 ...
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 ...
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 Click on Staff in ...
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 ...
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 ...
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 ...
Making a staff member active
Inactive staff members are hidden on the system. If you still want to use them with the features of eypeople, 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 ...
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 ...
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 ...
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 ...
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 ...
Sending the staff profile form
In eypeople, 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. ...
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 ...
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 that staff 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 ...
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 ...
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 ...