Staff

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Staff records are used to record details about your employed staff, as well link to the user account if they use the system. Although the system is not a designated HR system it can be used to help you manage your staff interactions.

Managing the record type

You need to decided what fields you require for the record as well as how the record is displayed. Typically yo would have the following tabs available to the record:

  • General Details - General Contact information.
  • Personal Details - Personal details like Date of Birth, ethnic group etc.
  • Work Details - Work related fields line NI number, Job Title, Department, DBS/PVG information etc.
  • Unavailability's - A page for recording sick days and holidays.
  • Matching Criteria - Here you can specify a persons work pattern.