Frequently Asked Question
Setting up a New Member of Staff
Last Updated 6 years ago
On the Main Menu/Staff Form click on 'New'. This is a pink button at the bottom of the screen next to the cancel button.
You will then need to enter the Forename and Surname of the employee. This information needs to be entered in the fields that appear on the right of the screen, above the current staff list. You can use the 'Known As' field to enter a more memorable name for the staff member if there are other people with similar names already in the system.
The staff member will now appear in the list on the right.
Mandatory minimum information is required to set up a new member of staff.
Other Information
After all of the mandatory information has been entered you can start to fill out the other personal details such as the Address, Home Phone Number, Mobile Phone Number, and Email Address.
If you have the DBS/Passport/Visa information, you can also enter that. This information has conditional formatting relating to an items expiry. When the item is OK and not due to expire, the background will be green. When the item is due to expire, the background will be yellow. When the item has expired the background will be red.
Nurse Qualifications, Work Experience, and Skills
You can now enter the qualifications of the Nurse. This part is also important as it is integral in the bookings process, so if you want to start booking this staff member onto shifts immediately, you must ensure that you have assigned them with a qualification (pay grade).
To assign them a qualification, select their qualification(s) from the drop down box below.
Once you have selected a qualification, it is automatically saved to the staff member. A confirmation message will appear telling you that their qualifications have been updated.
You can add their Work Experience in a similar way, just select the required work experience items from the drop down box below the Work Experience box.
To add the skills of different work experiences, right click the work experience, then tick the relevant skills and click Add Skills.
Click the Add Skills button
The skills now appear nested below the relevant work experience entry.
Adding Training, Documentation, Staff ID Pictures, and Payroll information are all separate articles under the Staff Details Category.
You will then need to enter the Forename and Surname of the employee. This information needs to be entered in the fields that appear on the right of the screen, above the current staff list. You can use the 'Known As' field to enter a more memorable name for the staff member if there are other people with similar names already in the system.
The staff member will now appear in the list on the right.
Mandatory minimum information is required to set up a new member of staff.
- Surname.
- First Name.
- Title Select the Title from the drop Down List
- Gender Select the gender from M or F
- Work Type The choice is Full Time or Part Time. Full time should only be the staff that work in your Office as administrative employees, Part Time should be used for all Agency Workers.
Other Information
After all of the mandatory information has been entered you can start to fill out the other personal details such as the Address, Home Phone Number, Mobile Phone Number, and Email Address.
If you have the DBS/Passport/Visa information, you can also enter that. This information has conditional formatting relating to an items expiry. When the item is OK and not due to expire, the background will be green. When the item is due to expire, the background will be yellow. When the item has expired the background will be red.
Nurse Qualifications, Work Experience, and Skills
You can now enter the qualifications of the Nurse. This part is also important as it is integral in the bookings process, so if you want to start booking this staff member onto shifts immediately, you must ensure that you have assigned them with a qualification (pay grade).
To assign them a qualification, select their qualification(s) from the drop down box below.
Once you have selected a qualification, it is automatically saved to the staff member. A confirmation message will appear telling you that their qualifications have been updated.
You can add their Work Experience in a similar way, just select the required work experience items from the drop down box below the Work Experience box.
To add the skills of different work experiences, right click the work experience, then tick the relevant skills and click Add Skills.
Click the Add Skills button
The skills now appear nested below the relevant work experience entry.
Adding Training, Documentation, Staff ID Pictures, and Payroll information are all separate articles under the Staff Details Category.