Adding Staff to Institutions

Adding Staff to Institutions

Name: OpenEMIS Core
Article Name: Adding Staffs to Institutions
Category/Module: Institutions
Version: 3.80.5
Date Updated: 6 Feb 2024

Purpose: 

Easily add new staffs to Institutions using the Add feature. The system performs a system search before allowing creation of new records.

Features

  • Adding new user
    • Via Identity
    • Via Basic Information
  • Adding existing user
    • Via Identity
    • Via Basic Information

Things to take note: Before adding staff to Institutions, ensure that position have been created in order to assign position to staff upon adding: Add new Staff Position

Adding Staff to Institutions – Adding New User

1) Navigate to Institutions > Staff page.

2) Click on the “Add” button.

3) To add staff, fill in the Search by Identity OR Fill in the Search by Basic Information.

  • Adding via Identity – select the Nationality and Identity Type and fill in the Identity Number.

  • Adding via Basic Information – fill in the First Name and Last Name and select the Gender and Date OfBirth.

4) Click on the “Next” button.

5) The page will go through Internal Search tab and External Search tab. (This is to avoid any duplicate records)

6) Click on the “Next” button after going through the Internal Search and External Search tab.

  • Internal Search tab page

  • External Search tab page

7) The page will navigate to the Confirmation tab page.

8) Click on the “Next” button.

9) The page will navigate to the Add Staff tab page.

10) Click on the “Confirm” button.

11) The page will navigate to the Summary tab page. There will be a message displaying that “Staff is added successfully”.

Adding Staff to Institutions – Adding Existing User

1) Navigate to Institutions > Staff page.

2) Click on the “Add” button.

3) To add staff, fill in the Search by Identity OR Fill in the Search by Basic Information.

  • Adding via Identity – select the Nationality and Identity Type and fill in the Identity Number.

  • Adding via Basic Information – fill in the OpenEMIS ID OR fill in the First Name and Last Name and select the Gender and Date Of Birth.

4) Click on the “Next” button.

5) The page will go through Internal Search tab and External Search tab. (This is to avoid any duplicate records)

6) Click on the “Next” button after going through the Internal Search and External Search tab.

  • Internal Search tab page – if system found similar users in the records, there will be a message displaying:

  • External Search tab page

7) The page will navigate to the Confirmation tab page.

8) Click on the “Next” button.

9) The page will navigate to the Add Staff tab page.

10) Click on the “Confirm” button.

11) The page will navigate to the Summary tab page. There will be a message displaying that “Staff is added successfully”.

    • Related Articles

    • Add New Staff Position

      Purpose: Easily add new position to assign staff to an institution. Number of positions are dependent on the number of active staff at the institution for the current academic period. Features: Adding Positions Enabling Open positions to Active ...

    • Add New Staff Position

      Name: OpenEMIS Core Article Name: Add new Staff Position Category/Module: Institutions Version: 3.78.2 Date Updated: 7 March 2023 Purpose: Easily add new position to assign staff to an institution. Number of positions are dependent on the number of ...

    • Manage Staff Qualifications

      Name: OpenEMIS Core Article Name: Manage Staff Qualifications Category/Module: Administration, Institution Tags: Staff Qualifications, Field of Study Version: 3.10.6 Date Updated: 10 Jul 2017 Purpose: This Manage Staff Qualification feature allows ...

    • Manage Staff Qualifications

      Name: OpenEMIS Core Article Name: Manage Staff Qualifications Category/Module: Administration, Institution Tags: Staff Qualifications, Field of Study Version: 3.10.6 Date Updated: 10 Jul 2017 Purpose: This Manage Staff Qualification feature allows ...

    • Adding Students to Institutions

      Name: OpenEMIS Core Article Name: Adding Students to Institutions Category/Module: Institutions Version: 3.105.0 Date Updated: 6 Feb 24 Purpose: Easily add new entrants to current academic period using the Add feature. The system performs a system ...