Staff profiles

Staff rate card

Add custom staff rates that can be applied at the time of booking staff onto shifts.

To add a custom rate to a staff rate card:

• Go to Staff profile > Rate card tab
• Click on Add
• You can now make your selections for this default rate
  
  • Name (Optional)
    • For your own reference
  • RateID (Optional)
    • Use this RateID in the rates column of a schedule import file
  • Roles (Mandatory)
    • Select the role or roles that this default rate applies to
  • Default daily rate (Mandatory)
    • Add the default daily rate for this client for the roles selected above
  • Default hourly rates (Mandatory)
    • Add the default hourly rate for this client for the roles selected above
    • Select the time period this hourly rate applies to
      • If you select less than a 24-hour period you can add another rate for the remaining time, this would be if you have a different day and night rate
  • Subs (Optional)
    • Add your default subs amount
  • Additional/Bonus (Optional)
    • Add the default additional/bonus amount
    • This is your custom field that you can custom label in Settings > Job options
  • Expense allowance (Optional)
    • Add the default expense allowance

These default staff rates can be applied to shift as follows:

• On the shift selection dialogue, if custom rates are available for the client and role combination, you will see a button to apply those custom staff rates for these roles
  
• Click Apply to update the rates on the shifts with the custom rates for the staff. The rates will update as follows
  
  • Note that if the staff is not booked onto a shift the original rates will remain

Internal use only tab

This tab allows you to custom-add the following field types to a staff profile for internal use and viewing only:

The data added to this tab cannot be seen by staff.

To add custom fields to this tab:

• Go to Settings > Staff options > "Internal use only" tab form builder
• To start you must add a form block that will contain your question set.
  • Click the + button
    
  • Give the question block a Title and press OK
    
  • You will now have a question block added to the page
    
  • The following buttons allow you to manage this block
    
    • Move the block up
    • Move the block down
    • Edit the block title
    • Remove the block
• To add questions to the block click the + button
  
  • Here you can add
    • Single-line text field and Multiple line text
      • Click to add to see the following dialogue:
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
    • Dropdown (single choice), Radio buttons (single choice) and Checkboxes (multiple choice)
      • Click to add to see the following dialogue: 
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
        • Options
          • Add the options to go to the dropdown using the + button
          • Hide/show each option to keep the data using the eye button
          • Delete the option and delete the data using the cross-button
    • Date
      • Click to add to see the following dialogue
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
        • Send notification 4 weeks before the date
          • To enable a notification to be sent 4 weeks prior to the date added to this field
          • This is useful if you are using this as an expiry date for a certification or qualification, or even as a general reminder
        • Send notification to
          • Add the email address to send this notification to
        • Show on the dashboard
          • Show this date field on the dashed 4 weeks prior to the date added
    • Text
      • Click to add to see the following dialogue
        
    • File upload
      • Click to add to see the following dialogue
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
  •  Upon completion you will see a set of custom questions similar to this
    
    • To manage these questions
      • Click and hold to drag and drop into the correct order
      • Each question has an edit and delete button
  • Press Submit to save your form
  • The view and use this form go to Staff profile > Internal > Internal use only
    
  • Your internal use only will ready to use
    
• You can also use these fields in the Profile cards.