The staff header displays key information about the staff in the record that is currently open, and shows at the top of each staff detail tab. The header itself cannot be edited, but the fields that display in the header may be edited elsewhere in the staff detail record, or populate automatically. The staff header will update to display any changes.
Fields that display in the staff header and where the fields may be edited:
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Staff ID |
System number automatically generated when the staff record is created; non-editable. This ID is helpful when submitting a tech support question about a particular staff record.
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Overall Status |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Program |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Position Title |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Start Date |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Staff Keyword |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Classification |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Employment Status |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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Full-time |
Staff Data tab/ Key Info panel; entered at intake or edited at the Staff Key Info panel.
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The staff detail toolbar allows you to:
•Add a new staff record
•Delete the staff record currently open
•Print the currently displayed tab and/or panels
The Record Indicator at the top right of the staff header shows what record you in out of a selection of records, and allows you to move forward or back either by record, or to the beginning or end of the staff in the list. When you use the arrows to move forward or back, the record will be at the same panel and/or tab you were previously in.
A variety of information may be entered in the
staff detail record at the individual tabs and panels. Not all of the data you
can track will be useful to every agency. The best approach is to look at
any required reports, since many reports require specific data that is contained
within a small number of fields. You should also decide what additional
data you want or need to track for daily program management.