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How To Manage Staff Directory

Add new staff members from the Staff Directory and confirm required fields, role mapping, and directory filters.

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Last updated: March 16, 2026

This guide covers the Staff Directory entry workflow for creating and saving staff records in the HR area.

Short summary

From the Staff Directory page, you can add a staff member with required identity and access fields, then verify it appears in the directory list with the selected department, designation, and role metadata.

Best for

HR officers and administrators managing staff onboarding and role assignments.

Requires

HR access with permission to add staff users.

Result

A new staff member is created and visible in the Staff Directory list for the selected organizational attributes.

Before you start

  • Confirm you have the correct department, designation, and role values for the staff member.
  • Prepare employee ID and a temporary password that meets your policy.
  • Confirm the staff email is unique in the current school account context.

HR -> Staff Directory

Step 1: Open Staff Directory

Go to Human Resource and open Staff Directory.

Staff Directory workspace showing filters, list columns, and Add Staff action.
Staff Directory list view with filter controls and Add Staff action.

Step 2: Set directory filters (optional)

If you are checking existing records first, use the filter bar before adding a new staff member:

  • Search
  • Department
  • Designation
  • Role

Then click reset filters to return to the full view when needed.

Step 3: Open the Add Staff form

Click Add Staff.

Add Staff form with required and optional staff identity and HR fields.
Add Staff drawer with identity, staff code, and role details.

Step 4: Complete required profile fields

Fill the required fields:

  • First Name (required)
  • Email (required)
  • Employee ID (required)
  • Password (required)

Add optional details as required:

  • Last Name
  • Contact number
  • Department
  • Designation
  • Role
  • Status

Step 5: Save staff record

  1. Review all values for accuracy.
  2. Click Save changes.
  3. Return to the list and verify the staff member appears with the correct labels (department/designation/role/status).

Important notes

Important: email and employee ID are identity fields used by downstream workflows. Keep them unique and verify before saving to avoid duplicate/conflict states.

Verification checklist

  • Staff profile includes the intended first name and employee ID.
  • Staff email and status are correct.
  • The staff appears in list filters matching their assigned department/designation/role.
  • If needed, repeat with Import Staff when adding multiple people.

Expected result: staff directory includes the new staff entry and it is searchable with the selected role/department context.

Troubleshooting

IssueLikely causeWhat to do
Save does not completeRequired identity field is missingRe-check required fields: First Name, Email, Employee ID, Password
Staff not found after savingYou are filtered into another department/role contextClear filters and search by email or employee ID
Email is rejectedEmail format is invalid or already in useUse a valid unique school email format
Role or designation not visibleField values were not selected at create timeOpen entry and confirm profile metadata was filled correctly

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