Staff management (administrators)
Set up and maintain staff profiles so work can be assigned, scheduled and reported.
Needs: staff.write; tenant.users.write to enable or disable logins.
Setting up a new staff member
- Create the profile: Staff → Create staff (name, email, title, department, role, status, site). Or import many at once: People and staff.
- Give them a login: Admin → Users → Add user, and link the staff profile in step 3 of the wizard. See Users and access.
- Complete the profile: on the staff page, Edit Staff information to set the employee #, hire date, Max open cases and spoken languages.
- Turn on scheduling: set Scheduling enabled for anyone who takes appointments.
- Set availability: working hours, blocked hours and planned time off. See Availability.
Keeping profiles accurate
| Field | Used for |
|---|---|
| Role, department, status | Filters, reports. Values are edited in Settings → Staff definitions (definitions) |
| Site | Default site for their work; staff list filter |
| Max open cases | Capacity warnings, Staff at capacity, Near capacity, target attainment |
| Scheduling enabled | Whether they can be picked for appointments |
| Active | Inactive staff are hidden from pickers |
| Spoken languages | Shown on the profile as tags, to help choose who to assign a client to |
Leave and departures
- Temporary leave: add Time off, set the status to On Leave, and optionally reassign urgent work.
- Departure: Reassign workload, then Disable account, then untick Active. See Offboarding.