To edit an existing staff member’s details, status (e.g. when they have left), filters, or subjects, click into Admin > Data > Staff > Staff List tab.
Search or scroll to the staff member and click on their Staff Name to drill down.
Editing Staff Details (Name, Staff ID, Status)
To edit the staff members details, such as their name, Staff ID, Initials, or Status (for example, if they have left school), click 'Edit Details', type your changes into the boxes, and click Save.
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Q: A staff member has left, what should I do? A: If a member of staff has left, you can use the 'Status' column to reflect this: Left School - This means they can no longer be selected when creating new records, but their historical records will still appear in the Records & Reports areas for analysis. Excluded - This means they can no longer be selected when creating new records AND historical records for them will be removed from the Records & Reports areas. Once you have updated their status, the changes will be reflected immediately. We also recommend checking the users list in Admin > Users, and blocking them from here so that they can no longer log into the service. |
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Editing Staff Filter Details (e.g. Role etc.)
To edit a staff members filter details, click 'Edit Filters' and type in your changes.
If you have any staff filters that have been imported previously but the filter has since been removed from your Staff Filter Profile, then you can click ‘Show Inactive’ in the Filters section to display these.
Editing Staff Teams
If you need to add a Team that a member of staff is associated to (e.g. the Teams that report to them, or the Teams they teach) you can click 'Add Team', then select the Team/Department.
You can also edit their existing details here. You can make a team active or inactive for the staff member by using the pause or play icon in the 'Actions' column within the 'Teams' section.
Any changes made to the staff information will then automatically be updated throughout.