This guide explains how to generate staff ID cards from the Generate Staff ID Cards workspace.
Before you start
- Create at least one active staff ID-card template first.
- Confirm the role you want to process.
- Make sure the staff records are complete enough for printing.
- Check that the user running generation is allowed to work with staff identity data.
Important: the generation workspace depends on staff data already existing in the system. If no staff members match the selected role, the list stays empty and the Generate button remains unavailable.
Navigation path
Certificates -> Generate Staff ID Cards
Step 1: Open the generation workspace
Go to Certificates in the sidebar and choose Generate Staff ID Cards.
In the current local environment, no staff records are returned for the available roles, so the empty state is visible right away.
Step 2: Choose the role
Pick the target Role first.
What to expect:
- the list of staff updates after the role filter is applied
- changing the role can reset the visible result set
- the workspace stays focused on one staff group at a time
This step matters because staff cards are usually generated by role or department in batches.
Step 3: Select the staff ID-card template
Use the ID Card Template dropdown to choose the active template you created earlier.
If the template list is empty:
- verify that a staff template exists
- confirm that the template is active
- return to the template workspace and create one if needed
The template controls the staff-card layout, branding, and field visibility.
Step 4: Search and select staff members
Use the search field to find staff members by name or role details, then select the staff you want to include.
The list area should let you review the staff before generation. In the current local dataset, no rows appear, so the page shows No Staff Found until matching records exist.
Step 5: Generate the cards
After role, template, and staff selection are ready, click Generate ID Cards.
The workspace then moves into the printable generation flow so you can review the output before final printing.
Verify the result
Use this checklist after generation:
- the correct role was selected
- the template matches the intended card design
- the selected staff members are the ones you intended to print
- the output is ready for review or printing
Expected result: the selected staff members are prepared as printable ID cards using the active template and the chosen role filter.
Troubleshooting
| Issue | Likely cause | What to do |
|---|---|---|
| No staff appear in the list | The selected role has no matching staff records | Change the filter or confirm the staff already exist |
| Generate button stays disabled | Staff have not been selected yet | Choose one or more staff members before trying again |
| Template list is empty | No active staff template exists | Create and activate a template in the template workspace |
| Wrong staff are shown | Search or role filter is too broad | Narrow the filter before generating cards |
| Output does not match the card design | The wrong template was selected | Go back, choose the correct template, and generate again |