The Staff Profile
Using tasks with staff
Tasks are a way of keeping track of any actions that staff members need perform. Assigning a task to a staff member creates a record of it on their profile or on the Tasks screen, where you can insert a description of the task, as well as the date ...
Activating/deactivating a staff profile
When a staff member leaves the nursery, you need to be able to reflect this on the system. As a customer, you aren't able to delete staff profiles entirely from the system on your own, but you are able to deactivate them. By doing this, the staff ...
Adding staff to eypeople
Adding records of your staff members to the system is an essential part of setting up your nursery for the first time, and of continuing to keep your system up-to-date as employees join and leave. There are several ways to add staff the system. If ...
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 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 use the eyemployee app, and access a limited version of the system using the Primary Email entered into their profile. You ...
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 ...
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 ...
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 ...