Staff Update Functions

Staff Update Functions

This knowledge base article covers the different Staff Update Functions like:

Change in Staff Type

Explanation: This function allow users to change staff type depending on the types of Staff Types configure in Field Option. For example, i want to change a staff type from Contract to Permanent.

Step 1: Select Staff on the left panel/menu, find the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 2: Select Change in Staff Type from the dropdown field of Staff Change Type.

Step 3: Fill in the other fields. Select the options in the dropdown for the other fields.

Step 4: Click Save button.

Step 5: There will be message indicating that record has been added successfully and request for change in assignment is submitted successfully.

Step 6: Select Staff on the left panel/menu, in the dropdown option of staff status, select Pending Change in Assignment.

Step 7: Find and select the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 8: Click the Submit For Approval button.

Step 9: Select Assignee then click Save button. Comments can be filled in too if required.

Step 10: There will be message indicating that record has been added successfully.

Step 11: Click the Approve button.

Step 12: Select Assignee then click Save button. Comments can be filled in too if required. (Please kindly take of the warning message at the bottom)

Step 13: There will be message indicating that record has been added successfully.

Change of Start Date

Explanation: This function allow users to change staff position start date.

Step 1: Select Staff on the left panel/menu, find the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 2: Select Change of Start Date from the dropdown field of Staff Change Type.

Step 3: Fill in the other fields.

Step 4: Click Save button.

Step 5: There will be message indicating that record has been added successfully and request for change in assignment is submitted successfully.

Step 6: Select Staff on the left panel/menu, in the dropdown option of staff status, select Pending Change in Assignment.

Step 7: Find and select the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 8: Click the Submit For Approval button.

Step 9: Select Assignee then click Save button. Comments can be filled in too if required.

Step 10: There will be message indicating that record has been added successfully.

Step 11: Click the Approve button.

Step 12: Select Assignee then click Save button. Comments can be filled in too if required. (Please kindly take of the warning message at the bottom)

Step 13: There will be message indicating that record has been added successfully.

Change of Shift

Explanation: This function allow users to change staff shift. For example, i want to change a staff shift as now Institutions offers 2 shifts

Step 1: Select Staff on the left panel/menu, find the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 2: Select Change of Shift from the dropdown field of Staff Change Type.

Step 3: Fill in the other fields. Select the options in the dropdown for the other fields.

Step 4: Click Save button.

Step 5: There will be message indicating that record has been added successfully and request for change in assignment is submitted successfully.

Homeroom Teacher

Explanation: This function allow users to change staff homeroom teacher role. For example, i want to change a staff role to be from non-homeroom teacher to homeroom teacher

Step 1: Select Staff on the left panel/menu, find the staff record by scrolling through the list or using the search, then click on the record or choose Edit from the select option.

Step 2: Select Homeroom Teacher from the dropdown field of Staff Change Type.

Step 3: Fill in the other fields. Select the options in the dropdown for the other fields.

Step 4: Click Save button.

Step 5: There will be message indicating that record has been added successfully and request for change in assignment is submitted successfully.


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