Staff Records Head Office - to do

This page lists the employees alphabetically by Surname. Click on the relevant letter, a list of employees whose surname begins with that letter will appear. If you want to include past staff tick the Include Past Staff box. Click on the staff members name to see/add more detail on that person. You will see and have access to the following areas:

Personal - This pages shows all the personal details for the employee which can be added to/amended.

Employment - This pages shows the employees employment details such as contract type, contracted hours, pay rates etc which can be added to or amended. This information is pulled through to the Staff Rota area

Payroll - This page shows the employees payroll information such as the payroll type, group, pension type, pension start date, life insurance, activation date and any relevant notes. You can amend the details

Training - Training programmes that the employee has been invited to by Head Office and has accepted are shown on this page. You can add training modules that are relevant to the employee by clicking on the +Add button and adding the information

Documents - You can note which documents have been issued to the employee here

Actions - Appraisals, Disciplinaries and Grievances can be logged in this area. Select the type from the dropdown, click on Add and complete the fields

Rewards - You can note any rewards the employee has received here

Notes - Add any notes relating to that employee

Transfers - You can transfer that employee to another outlet by choosing the new outlet and deparment and clicking on Transfer. Their transfer history is displayed on this page

History - Any amendments made to the staff record are recorded here

Profile - The employees Twitter, Facebook and LinkedIn profile names can be added here. You can also upload their photo