Every account has a detailed profile page. This profile page provides summary information about the staff member but also provides access to edit and update their account, view details reports and archive their account.
You can access the profile page by clicking on any staff member’s name when it’s in blue or their profile picture.
The information and options shown on a profile page will depend heavily on the access and permissions you have for that staff member. You might be able to see all the details, access all reports and make all changes. You might also only be able to see basic information such as name, venue and profile picture.
The actions menu gives managers access to edit any part of the staff member’s profile from roles to venues, holiday bookings, absences, shift reports and more.
Custom Line Managers
Under the Actions menu, you are able to set custom line managers for this staff member. Without these set, they we default to having their home venue’s managers as their line managers.
It’s important to configure the venue manager’s line managers otherwise they will be assigned to manage themselves.
This tab includes generic information about the profile.; where they are based, current access level, their line managers and anyone they line manage.
It will include employee numbers, PIN codes and last logged in dates depending on access and which features are enabled.
The staff member’s contact information will also be displayed and can include up to two email addresses and two phone numbers.
We also include a profile image and personal statement.
This second includes details on the staff member’s employment with you. Start date, leaving dates along with assigned contracts.
You also have access to Right to Work statuses, on-boarding status and any payroll specific information.
This tab provides access to the key private information fields and any custom fields that you have requested are displayed here.
This can include Address, Term Time Address, Next of Kin, NI, DOB and Bank Account details.
Access to edit this information (if permitted) is under the Actions menu.
The skills tab includes the staff member’s roles, exam results and training progress.
The roles will be displayed in a table and it will confirm if they are allowed to work that role of if there are requirements outstanding. The details button will provide a breakdown of the requirements needed.
Training programs that the staff member can access are listed along with their current status and access to any digital certificates.
The exams list provides access to all completed exams and the details button includes a breakdown of their answers and scores.
This tab includes quick access to the staff member’s next few shifts along with lifetime statistics about their shift management.
This will only be displayed if the staff member’s primary contract includes an absence policy.
From this tab a staff member can have absence recorded or removed, managers can see the different absence types and review reports for those.
There can also be an automatic Bradford Factor calculation.
Personnel Record entries allow for managers to create and store documents or letters from templates provided by system administrators.
The record can be of any content at all and can be fully customised by the manager when completing the entry.
Records will stay within the active panel for their set duration and then move to the historical panel for your records.
This provides details of the staff member’s primary contract; from expected hours to maximum hours. It also includes three summary boxes for the current period, last period and the upcoming period. If the contract is set to cover a week, these boxes will show this week, last week and next week.
They also provide quick access to detailed reports.
This tab is only shown if the staff member does not have a holiday allowance.
It will display any booked time off periods that have been approved alongside a summary of their weekly preferences as they provided.
Holiday/Leave/Paid Time Off
This tab is only shown if the staff member has a entitlement to paid time off.
This will show a summary of the staff member’s bookings and a breakdown of their entitlement and how it’s been currently used.
You can still access the staff member’s weekly preferences from the Reports section under the Actions menu.