Staff records in the MIS contain all be data required for the completion of the Workforce census and to manage the curriculum.  Schools have the option to disable the detailed staff contract information in the staff record by disabling this in the MIS (you may wish to do this is you use a third-party product for HR).


Staff records are accessed via the main menu People > Staff.


Permissions required

Permissions can be granted to view staff accounts and information, and an additional permission to edit staff accounts:


Those staff required to manage confidential documents relating to a member of staff can be located in the 'Documents' section.


See article Adding a new staff member to create a new staff record. 


Staff member block


Staff details can be added in this block. Those marked with a or must be entered as they are requirements for the workforce census. Options in the drop-down for these fields are maintained with the latest required census fields. A list of these can be seen in School > Terminologies.


Contact details


The contact details block can contain multiple phone numbers, email, postal address and web addresses. Initially the block is blank and by selecting '+Add' you can add key contact information. 


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After the details have been inputted this area can be edited.


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The clock also in the top right of the image will give you an audit history of the block. 


Staff contacts - Next of kin


Key contacts for the staff member can be added in the staff contact block and marked if next of kin and/or emergency contact. This can be added via the '+ Add new contact' button.


Select the '+ Add' to add key contact information for this contact, eg. phone number, email address.

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Staff absence - also see Cover management guide


Staff absences can be added for all staff members, including teaching and support staff, by selecting '+ Add new absence'. A teacher's absence will display on the cover diary once added.  See Cover management for more details. 


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Details of date and the reason for absence can be quickly added with a count of working days lost. The list of absence categories is taken from terminologies and includes:


Select the pen icon to add a note, and the edit icon to update the date range or to choose specific lessons within a day.

Single and multiple periods can be selected as well as multiple dates. 


Curriculum - coming soon


Professional


This section is to record professional body information, as well as highlighting particular staff categories e.g. Early career teacher, senior leadership team. This also allows you to determine staff members use in regards of cover. 

  • QTS route is a terminology and when QTS is enabled QTS date and QTS route are mandatory.
  • when NPQH is enabled NPQH date is mandatory.


Contracts

A contract can added using the '+ Add new contract' button.

  • contract/service agreement type is a terminology which controls category which is a read-only field which displays the contract category.
  • post is a terminology
  • the reason for leaving field is free text
  • if contract type is "fixed term", end date becomes a required field

Roles

A contract can have multiple roles appended to it but must have at least one, the tabs and add/delete buttons control the selection addition and deletion of these roles.

  • Role identifier is a terminology which changes the name of the tab designated to the the role.
    each role can have additional payments, but this is not required. 

  • If an additional payment is present it must have a payment type


Once key fields have been updated you will see an overview.  The edit button will allow you change the details, and the audit trail will allow you see when those changes were made.




Qualifications

Staff qualifications can be added via the '+ Add new qualification' button.


The drop-down options are drawn from terminologies:


Single central record

This block will be visible if the central central record has been enabled for your school. More information is available in the single central record guide.


Sections will retain warning flags until relevant information has been completed for each section.

Data entered in these fields will also update the People > Single central record page.


Any supporting documents should be attached to the 'Documents' block (outlined below).


Documents

You can attach a file, a URL or a note and choose whether to mark each one as confidential.


The options available in the 'Document type' drop-down are controlled by the Document type terminology. This can be edited  in School > Terminologies.

The field will display the date it was added and the member of staff.


Roles and permissions

If you have created roles (with associated permissions) you will be able to assign them in this block, alternatively you can assign individual permissions.


See managing roles and permissions guide and video.