Manage Staff Information

On this page:

Following are the procedures that can be performed for adding a staff member to the Staff Catalog. For field descriptions, refer to Staff District Information and Staff Building Information.

Staff Member Information

View a staff member's information

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link to display the Staff District Information page.
4. To access one of the staff member's Staff Building Information pages, click a Building link on the Building Information panel.
   To return to the Staff District Information page, click

   

    (Additional options) at the top of the page, then select Return to District Staff Detail.

Add a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. Click Add at the top right of the page.
3. On the Duplicate Staff Search page, enter criteria to determine whether a record already exists for the staff member you are adding.
   The Last Name field is required, while the other criteria fields are optional.
4. Click Load.
5. If no records display on the Search Results panel or if the records listed do not include the staff member you are adding, proceed to Step 6.
   or
   If the staff member you want to add is already listed, you can click the Name Link to view the staff member's information in the Staff District Information page or click the New Building link to add a new building for the staff member.
6. Click Add again to display the Staff District Information page.
7. Complete the page's fields.
8. Click Save.

Change a staff member's information

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link.
4. On the Staff District Information page, update the staff member's record.
5. Click Save.

Add races for a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link to display the Staff District Information page.
4. In the Race Section on the General Information panel, Add.

5. Complete the following fields as needed:

   Order	Indicate the priority order of the staff member's races by entering sequential numbers starting with 1.
   Race	Select each race that applies to the staff member.
   Percentage	Enter the percentage that applies to each race. The total must equal 100%. The display of this field depends on your District Definition page.

6. Click Save.

Add qualifications for a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link to display the Staff District Information page.
4. On the Qualifications panel, click Add to add a row.
5. Select a Qualification and if applicable, an Expiration Date.
6. Repeat Steps 4-5 for each additional qualification.
7. Click Save.

Upload a staff member's photo

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link to display the Staff District Information page.
4. Click

   

    (Additional options) on the top right, then select Upload Photo.
5. Click Add on the Upload Staff Photo window.
6. Locate the photo's file on your computer, click on the file to highlight it, then click Open.
7. Preview the file on the Upload Staff Photo window, click Save, then click OK to upload the photo to the staff member's record.

Generate the Staff Catalog report

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. To identify the staff members to include in the report, enter criteria for a Simple or Advanced Search, then click Load.
3. Click

   

    (Additional options) at the top right of the page, then select Run Report.
4. When processing is complete, click Tasks/Reports to display the Tasks and Reports page, then click the report's link to display the report for viewing or printing.

Mass update fields in your search results

The following procedure applies to any field on the Search Results panel whose column header includes the Edit icon. Only certain fields allow editing. Note that in Steps 2-7, the Fill Settings option applies changes to columns in the first page of results, while in Step 8, the Fill Results option repeats the same changes in subsequent pages.

1. Run a search. Be sure to list the fields you want to display in your search results.
2. To access a column's fields for editing, click Edit in the column header.
3. Click

   

    (Additional options) at the top right of the Search Results panel, then select Fill Settings.

4. In the Fill Settings window's Fill Action field, select:

   Do not fill	Prevents filling the column's fields.
   Fill	Fills all fields in the column with a selected Field Value. This replaces existing data and fills all blanks.
   Fill blanks	Fills blank fields with a selected Field Value without affecting fields that contain data.
   Clear	Clears all entries in the column's fields, rendering them blank.

5. Click OK to apply the action from Step 4 and close the window.
6. Repeat Steps 3-5 for each additional column you wish to change.
7. Click Save to save your changes to the current page of records.
   Caution
   Before saving, carefully review your changes to avoid losing significant data.
8. To apply the same changes to another page of results:
   
   • Navigate to the page.
   • Click 

     

      (Additional options) at the top right of the Search Results panel.
   • Select Fill Results.
   • Click Save.
   Repeat this step for each page where you want to apply the changes.

Staff Building Information

View a staff member's building information

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced search, then click Load.
3. On the Search Results panel, click the staff member's Building link to display the Staff Building Information page.
   If a New link displays instead of a Building link, you can use this link as an alternate method of adding a building for the staff member.
4. To return to the Staff Search page, click Search.
   or
   To display the staff member's Staff District Information page, click

   

    (Additional options), then select Return to District Staff Detail.

Add buildings for a staff member

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Staff Name link to display the Staff District Information page.
4. On the Building Information panel, click Add.
5. On the Staff Building Information page, select the appropriate building in the Building field, then complete the page's other fields.
6. Click Save.
7. To add another building, click Add, then repeat Steps 5-6.
8. To return to the Staff District Information page, click

   

    (Additional options) on the top right, then select Return to District Staff Detail.

Change a staff member's building information

1. Select Scheduling > Courses > Resources > Staff to display the Staff Search page.
2. If needed, enter criteria for a Simple or Advanced Search, then click Load.
3. On the Search Results panel, click the staff member's Building link.
4. On the Staff Building Information page, change the fields as needed.
5. Click Save.
6. To return to the Staff District Information page, click

   

    (Additional options) on the top right, then select Return to District Staff Detail.