Katipo Project Survival Kit

Administration - Staff

Staff Management

The staff management section is a directory for staff contact details and their availability. Administrators will be able to:

  • Add, modify and delete staff
  • Modify staff details such as name, address, phone, email, etc.
  • Assign specific time slots to staff members, either by days or hours of availability
  • Send customized emails to staff
  • View past rosters for each staff member for the previous month (see Reports)

From the staff administration screen an administrator can:

  • View a summary of each staff member and their contact details. That is;
    • User name
    • Work phone
    • Home phone
    • Cell phone
    • Email address
  • Search for a staff member
  • View a staff member's current roster
  • View a staff member's work history
  • Edit a staff member's availability
  • Edit a staff member's details
  • Delete a staff member
  • Add a new staff member

Delete Staff

If a staff member is no longer employed, he/she can be deleted from the system. However, if a staff member is rostered to an event, the administrator will receive a notification requiring that they are cancelled from the roster before they are deleted.

Add / Edit Staff

When adding a staff member or editing a staff member's details the following information is assigned to the staff member:

  • User name
    • Used by the staff member for logging in
    • Compulsory field (can be altered by administrator)
  • Staff type
    • Staff member (default)
    • Site administrator
  • Log-in password
  • Full name
  • Work phone
  • Home phone
  • Cell phone
  • Address
  • Email address
    • If the email address field is blank, the system will flag the staff member as requiring manual notification.
    • Staff role(s) (see Staff Roles - below)
  • Start date
  • Administrator notes

From a link on this screen an administrator may send a staff member an email through the system.

Staff Roles

From the Staff Roles screen, an administrator can:

  • See a list of all roles and their description
  • Add a new role
  • Edit an existing role's title and description
  • Delete a role

Staff Availability

This calendar interface allows an administrator to mark and edit a staff member's availability for work. The interface features a week view with 24 hours for each date.

All time slots default to Unavailable. The administrator marks when the staff member is available.

Administrators may be able to make changes to a staff member's availability after the staff member has already been rostered to work.

From a link on this screen an administrator can choose to write and send an email the staff member about changes to availability through the system.

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