Staff Management Basics

Basics

By default, StaffSavvy treats all staff as casual staff with no work restrictions. You can set employment details for an employee by assigning them to a contract.

Rules about which roles/skills a staff member can do and which venues they can work at are still in force without a contract; however, no limits can be set, no regular hours setup, no TOIL management and no holiday entitlement.

This basis for staff allows you to get set up and use StaffSavvy quickly and then apply contracts to staff to achieve finer control over their employment.

Contracts are also where you set if an employee is permanent, casual or contract. These options will change the features and reporting for the assigned staff. Permanent and contracted staff can have regular hours, TOIL and holiday management.

Understanding Levels

Levels are the most important setting in the site as a staff member’s level will dictate what they can see and do within StaffSavvy. Levels are also placed in a hierarchy, which means that staff can never increase their access or give higher access than they are to others.

Each level is assigned permissions, which dictate what a staff member can do. All staff members are shown the level of their colleagues so they can see their authority within your organisation.

While the hierarchy of levels is linear and must always be in a fixed order, the actual permissions assigned to each level can be vastly different. Levels do not inherit permissions from the level below them and can have a completely different set of access permissions. For example, a venue manager might have a significant number of permissions to manage their staff. Payroll staff might have far less access as they only need to process payroll, but they will be hierarchically higher than a venue manager as they can see wages for all staff.

Setting Access Permissions

StaffSavvy comes loaded with several default levels. These can be renamed and customised. Additional levels can be added, and these default levels can also be removed.

Permissions can be assigned two different ways, either via the levels page, where you can choose which permissions the level has.

The other method is to use the Control Permissions page, where you can set which levels have access to a particular permission. Both methods do the same thing and can be interchanged.

The Control Permissions page also has additional access levels that can be used:

• Everyone
  As you would expect, this option allows all staff to access this permission.
• Direct Line Managers Only
  This allows line managers to have this permission on the staff they manage. Only the direct line managers and anyone further up the line manager chain do not have this permission on this person.
• All Line Managers
  This allows line managers and everyone above them to have this permission for the staff they manage (directly or indirectly).

Testing Permissions

Testing the access levels of your staff is just as important as setting them up in the first place. StaffSavvy’s permissions system is immensely powerful and flexible, but this means you will need to double-check the settings you have used.

System managers can use the “God mode” to take control of a user's account. This will display the site as the selected user but with the System Manager’s access level. There is another Magic Wand icon next to the user’s image which allows system managers to view the user's account as them but also with either access level.

Once enabled, the selected user can do everything you see and can do. This is perfect for checking permissions and ensuring they only have access to the information and functions you want them to have.