Staff Management

Overview

The Staff Management page allows you to maintain a comprehensive list of all staff members, track their training records, and manage certificates. This is essential for FSA compliance and maintaining proper staff records.

Accessing Staff Management

1. Navigate to Settings in the main menu
2. Click on All Staff / Staff Training

Adding Staff Members

Creating a New Staff Member

1. Click Add Staff Member button
2. Fill in the required information:
   • Name: Staff member’s full name
   • Telephone: Contact number
   • Email: Email address
   • Position: Job title or role
   • Notes: Any additional information
3. Click Save to add the staff member

Required Information

• Name is required for all staff members
• Other fields are optional but recommended for complete records

Managing Staff Members

Viewing Staff List

The staff list displays:

• Staff member name and position
• Contact information (telephone, email)
• Notes
• Training records (if configured)
• Attached certificates/files

Editing Staff Information

1. Click the Edit icon on a staff member card
2. Update any information
3. Click Save to apply changes

Deleting Staff Members

1. Click the Delete icon on a staff member card
2. Confirm the deletion
3. The staff member will be permanently removed

⚠️ Warning: Deleting a staff member cannot be undone.

Staff Training

Setting Up Training Records

Before you can record staff training, you must configure the Staff Training Form Template:

1. Navigate to Staff Training Form Template (link provided on the Staff page)
2. Configure the training form template
3. Save the template
4. Return to the Staff page to record training

Recording Training

1. Click the Training icon on a staff member card
2. Complete the training form with:
   • Training date
   • Training details
   • Any required information
3. Save the training record

Viewing Training History

• Training dates are displayed on staff member cards
• Last training date is shown at the bottom of each card
• Click the Training icon to view full training history

Certificates and Files

Adding Certificates

1. Click the Certificate icon on a staff member card
2. Upload certificate files or documents
3. Files are attached to the staff member’s record

Viewing Files

• Attached files are displayed on staff member cards
• Click on a file icon to open and view the file
• Files open in a new browser tab

Permissions

• Read Permission: Required to view staff members
• Write Permission: Required to add, edit, or delete staff members

If you don’t have the required permissions, contact your account administrator.

Best Practices

• Keep staff information up to date
• Record training promptly after completion
• Maintain certificates and documentation
• Regularly review and update staff records
• Remove staff members who are no longer with the company

Related Topics

• Team Members - Manage PropSheet account users
• Company Settings - Manage company information