How do I add a staff record?
To add a staff record:
- Click on the Staff records link
- Click the Add a staff record button
- Enter the name or ID number of the staff member you want to add and select the type of contract they have
- Click the Continue button
- Select their main job role
- Click the Save this staff record button
You’ll now have the option whether to add more details to this staff record, change what you just added or view all of the other staff records that you’ve added.
Related Articles
How do I delete a staff record?
To delete a staff record: Click on the Staff records link and click on the name or ID number of the staff record that you want to delete Click the Delete staff record link Select the reason why you want to delete this staff record (optional) and then ...
What staff record data will I need to add?
Where applicable, you’ll need to add: their name or ID number their contract type their main job role their date of birth their National Insurance number their home postcode their gender identity whether they have a disability heir ethnicity their ...
How do I add multiple files to bulk upload?
You can now add your files by either clicking select files our dragging and dropping your files. Your files can be added together or one at a time. Note 1. As a minimum you need workplace and staff record files 2. They must be in csv file ...
Can I add a training record for more than one person at a time?
Yes, you can add a training record for more than 1 person at a time. To add multiple training records: Click on the Training and qualifications link Click the Add and manage training button Select the Add multiple training records option Select all ...
How do I add training and qualification records?
Add a training record To add a training record: Click on the Training and qualifications link Click on the name or ID number of the person you want to add a training record for Click the Add a training record button If you’ve added training courses: ...