To effectively manage an existing Staff member, please follow the steps below.
To access all Staff members, edit / update their profiles, and change security settings, you need the Add & Edit Internal Employees (previously Staff RW) permission. This permission should only be granted to the main administrator and HR Staff.
Find a Staff Member
1.To find a Staff Member, select the module picker at the top-left and select STAFF.
2. Utilise the Search feature to locate the Staff member and select View to access the record.
Assign / Remove Staff Category
1. Navigate to the Settings tab. In the Staff Category section you can modify and / or assign Staff categories.
2. Choose a category from the dropdown menu and select Assign Category.
3. To remove a Staff category assignment, select Actions > Unassign.
Assign / Remove Plant Category
1. In the Plant Category section you can modify and / or assign Plant categories.
2. Choose a category from the dropdown menu and select Assign Category.
3. To remove a Plant category assignment, select Actions > Unassign. The selection of the Plant category will initiate the request for documents necessary to facilitate the operation of the plant.
Assign Additional Documents
1. To include additional documents, proceed to Additional Documents section.
2. Choose one or more Document categories from the dropdown menu.
3. Select Assign Document.
Assign Online Training / Inductions
1. If you want to assign an Online Inductions to the Staff member, navigate to Online Training / Inductions section
2. Choose the online test from the dropdown menu and select Assign Online Training.
Update Staff Attributes
1. To edit the Staff Attributes, go to Staff Attributes section.
2. Tick the checkbox next to the attribute you want to assign and select Update to save changes.
Edit / Update Permissions
1. You can edit / add Staff Permissions (Organisational level) via the New and Old ComplyFlow.
2. Select Manage Permission on the top right of the Settings tab. For detailed access to each permission, refer to Staff Permissions Overview.
3. To save the changes select Update Permissions.
Please refer to Managing Permissions for your Staff users
Assign / Remove Staff Members to Sites
1. To view which Site a Staff member is assigned to, proceed to Sites & Departments tab.
2. If you want to assign the Staff member to an additional Site, chose the Site from the drop down and select Assign Site(s).
3. To remove a site, select Remove next to the site name.
Deactivate a Staff Member
1. To deactivate a staff member select Edit Details.
2. Scroll down and select Deactivate Staff.
Upload a Staff Member’s Photo
1. Select the Upload Photo icon next to the staff member name.
2. Select the photo you want to upload and crop it if needed.
3. To apply the changes select Save Photo.
