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 detailed 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 staff member's access and permissions. You might be able to see all the details, access all reports, and make all the necessary changes. However, you might also only be able to see basic information such as name, venue, and profile picture.

Actions Menu

The actions menu allows managers to edit any part of the staff member’s profile, from skills to venues, holiday bookings, absences, shift reports, etc. Additionally, there is the option to ‘Become’ a staff member, which allows you to view the Staff Savvy system from that employee's account to see how the website will appear to them.

From this menu, you can also:

• Edit a staff member's skill/details/venues
• Create reports
• Manage training progress
• Send a personal message to a staff member
• View a staff member’s documents
• Add documents and welfare reports
• View certificates
• See their assets
• Manage a staff member's shifts

Documents

Under Documents, you can add your employment eligibility, view documents, add personal records or assign performance and welfare forms.

Details

This option lets you set key details, including the employee PIN, and you are also able to view your contract. You are also able to set a staff member's line manager.

Custom Line Managers

Under the Actions menu, under the 'edit details' tab, you can set custom line managers for this staff member. Without these sets, they will 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.

Assignments

Under assignments, you can view a staff member's skill and choose whether their skills use a default pay element, as most pay elements are linked to skills rather than people. 

You can also assign a staff member's main venue here and choose whether this staff member is assigned to multiple venues.

 

Shift Management

Under this tab, you can quickly transfer shifts between staff members. There is also the option here to set up regular repeating shifts for staff.

Holiday & Absence

Under this tab, you can add or view holiday and absence requests and view absence reports.

Training Progress

Under training progress, you can see all current and in-progress certificates and the date they were completed or last updated. Managers have the option to update the status of this progress.

Reports

Reports are useful tools and templates used to collect staff data. We have a variety of standard reports that you can use within the system.

Reports: Contact Tracing Report

This report allows for tracing the locations and staff a staff member has probably been in contact with using their shifts and time entries.

• View the locations a staff member has been reported at over a period of time.
• View the other staff members at each location during the same period.
• Create an alert to those staff members at the click of a button.

There is also the option to send out an alert to all staff members in the report so you can advise them of any issues.

Reports: Holiday/Time Off Report

This report shows all entries recorded against a staff member’s holiday allowance. It allows for the days to be edited or removed and add missing entries.

Reports: Shift and Time Entries Report

This report shows all of the shifts of a staff member between a chosen start and end date.

Reports: Check-In Report

This report shows all of a staff member’s completed check-in forms. These are more regular reports that can be used to keep track of staff health and well-being or ensure a staff member has the right equipment for the day.

You can filter only to view forms that have raised alarms.

Reports: Case Report

You can view a report per staff member of the cases that they were involved in between two dates
. This will streamline the investigation process of a staff member’s case history log. You can filter this further by case type if you are only interested in investigating a certain type of case. Choose Case Reports and set a time frame you want to look back through.


Goals

Here, you are able to view and track progress toward a goal.

This tab displays all a staff member's goals and their progress status. You can also add notes to the goals through this tab.

Goals can be enabled in your System > Configuration > Global Settings > Features tab.

 

Goals can be connected to one of the standard StaffSavvy features: training programs, training certificates, awards and skills.  You can also add a custom goal that is not linked to another StaffSavvy item, which can record completion for any task. For the linked goals, the system will automatically track the goal and mark it complete once the other item is complete. So, when a training certificate is passed, the goal will be updated and marked as completed.

Staff members or managers can assign status updates and notes for all goals to keep a record of progress. Custom goals can also have a percentage completed to show their progress.

Assets 

The final tab in the actions menu allows you to view a staff member's personal long-term assets. This allows you to track who has what and when and can often be used for items such as work laptops.

You can also archive a staff member via the actions menu.

 

Profile Information

Basic Info

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, including up to two email addresses and two phone numbers. Staff members can also provide details here for an Emergency Contact. We also include a profile image and personal statement in the About Me section.

 

There is also where the employee reference will be. Employee references are often their payroll ID or account code used to connect their account in StaffSavvy to their payroll account.
When enabled, staff without employee references for the payroll services you have enabled will not be included in wage sheets. 

 

 Support Code

The support code is private and visible only to staff members and the StaffSavvy support team. It allows the support team to verify the staff member who has contacted them is the person they claim to be.

Do not share your support code with anyone other than the StaffSavvy support team.

Employment Details

This section includes details on the staff member’s employment with you. Start date, leaving dates, and assigned contracts.

You can also access Employment Eligibility statuses, onboarding status, and payroll-specific information.

Additional Details

This tab provides access to an array of data fieldsets. You can choose which data sets appear here. This is commonly used for addresses, demographic details, protected characteristics,  and additional details you wish to record.

Access to edit this information (if permitted) is under the Actions menu in 'Edit Details'.

Training and Skills

This tab includes the staff member’s skills, exam results and training progress.

The skills will be displayed in a table, confirming whether they are active and allowed to work that skill or if there are outstanding requirements. 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.

 

Display Hourly Rates 

You can also add a display for hourly rates on a staff member’s profile under the training and skills tab. 

This includes a new ‘View Pay’ Permission. To ensure this has been enabled, go to System > Levels and permissions >  Access levels. Choose the skill for which you want to set the permission and go to edit permissions to manage access permissions. Under the Clock in, Time Sheets, Pay & Expenses tab, choose to enable 'view and confirm personal time entries'. This permission will be expanded to cover the protection of all pay displayed within the system; currently, it just covers the new features.

 

Shifts

This tab includes quick access to the staff member’s next 10 shifts and lifetime statistics about their shift management.

Absences

This will only be displayed if the staff member’s primary contract includes an absence policy.

A staff member can have an absence recorded or removed from this tab. Managers can see the different absence types and review reports for those.

There is also an automatic Bradford Factor calculation.

Personal Record

Personal Record entries allow managers to create and store documents or letters from templates provided by system administrators.

The record can be of any content and fully customised by the manager when completing the entry.

Records will stay within the active panel for their duration and then move to the historical panel for your records.

This is also where Welfare and Performance records will be displayed.

Contract

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, last, and upcoming periods. If the contract is set to cover a week, these boxes will show this week, last week and next week.

It also includes copies of your contracts and the status of whether they have been signed yet.

They also provide quick access to detailed reports.

Availability

This tab is only shown if the staff member has no 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 & TOIL

This tab is only shown if the staff member has a holiday allowance. This tab also allows you to make and view TOIL requests. 

This will show a summary of the staff member’s holiday bookings, a breakdown of their holiday entitlement, and how it’s been used.

It will also show the staff member's preferred working hours. You can still access the staff member’s weekly preferences from the Reports > Availability Preferences section under the Actions menu.

Awards

This tab displays awards a staff member has received. From this tab, you can also nominate a staff member for an award. You can edit the award title and the reason for the nomination.