Staff

  1. Staff overview > current staff
  2. Staff overview > archived staff
  3. Staff overview > not used staff
  4. Staff overview > new applicants
  5. Requires urgent attention > payroll
  6. Requires urgent attention > staff compliance

Staff overview > current staff

  • This will show all your active statuses and how many staff in each status
    • Incomplete are staff that are in the process of their registration
    • Applied are staff that have completed their registration
  • Statuses with no staff are hidden by default
  • Click each status to see a list of staff
  • You can manage these statuses in settings > staff options > staff statuses

Staff overview > archived staff

 

  • See all statuses of staff in the staff archive
    • You can use any status within the archive
  • Statuses with no staff are hidden by default
  • Click each status to see a list of staff
  • You can manage these statuses in settings > staff options > staff statuses. See: Staff statuses

 

Staff overview > not used staff

  • See which staff haven't been booked in a certain amount of months
  • Click to see the staff in that list
  • Also see our housekeeping feature: Housekeeping

Staff overview > new applicants

  • Today
    • Total staff applied Today
  • Previous week
    • Total staff applied within the previous week
  • Previous month
    • Total staff applied within the previous month
  • All
    • Total of all new applicants
  • Recently applied staff
    • Shows the last 30 new applicants with their
      • Main photo
      • Name
      • Town

Requires urgent attention > payroll

To ensure a smooth payroll we present you with staff totals whereby staff are missing information that you will require to pay them. Only items in red need to be addressed.

  • Total booked/due pay
    • To inform you of the total staff awaiting payment
  • Freelance booked/due pay
    • To inform you of the total Freelenace staff awaiting payment
  • FL - due pay, missing UTR
    • Freelance staff that have worked a shift, due pay and are missing their UTR number
  • FL - booked, missing UTR
    • Freelance staff that are booked onto a shift are missing their UTR number
  • Due pay, missing bank details
    • So you can ensure staff that are due pay add bank details in advance of the next payroll run
  • Booked, missing bank details
    • So you can ensure staff that are due pay add bank details in advance of the next payroll run
  • Due pay, terms not agreed
    • So you can ensure staff that are due pay agree to their terms in advance of the next payroll run
    • You can set terms 'not to be required to be agreed' to pay staff in settings > terms, consent and opt-ins
  • Booked, terms not agreed
    • So you can ensure staff that are booked onto a shift have agreed to their mandatory terms in advance of the next payroll run
    • You can set terms 'not to be required to be agreed' to pay staff in settings > terms, consent and opt-ins
    Active staff, not opted in
    • This combines all consents, terms and opt-ins you have added into the system and lets you know who has not opted into all thus far
    • This is not a reflection of staff not being able to be paid
  • Still 'incomplete' and booked
    • The system will allow you to book staff onto shifts that have not completed their profile fully. This is a warning to ensure you make sure these staff complete their profiles, and then approve their profile
  • Still 'applied' and booked
    • The system will allow you to book staff onto shifts that have completed their profile but have not yet been approved. This is a warning to ensure you make sure you approve these staff profile
  • Emails that are bouncing
    • Total staff that have an email address that cannot receive emails
  • Staff queries
  • New starters for next payroll
    • Advance warning of all new starters that will be in the next payroll run

Requires urgent attention > staff compliance

This section of your dashboard gives you details on any staff compliance issues. You can click each to see a list of those staff

  • RIGHT TO WORK (BOOKABLE)
    • Will display items relating to expiring or expired ID and/or Right to work documentation
    • Only staff statuses that have been set as bookable via settings > staff roles will be listed here
  • DIGITAL RIGHT TO WORK (BOOKABLE)
    • Will display items relating to our digital right to works checks with Yoti
    • Only staff statuses that have been set as bookable via settings > staff roles will be listed here
  • DBS UPDATE SERVICE (BOOKABLE)
    • If staff have entered their DBS certification number upon registration and are registered with the update service we will check their DBS cert every day at midnight
    • Only staff statuses that have been set as bookable via settings > staff roles will be listed here
  • QUALIFICATIONS EXPIRING/EXPIRED
    • We will list all staff here whereby any qualifications are due to expire or have expired
  • OTHER
    • Staff queries
    • Incomplete and to be removed today
      • 6 months have lapsed for staff that have not yet completed their registration
      • Can be set to automatically delete in Settings > Staff options
    • Rejected and to be removed today
      • 6 months have lapsed for staff that have had their registration rejected
      • Can be set to automatically delete in Settings > Staff options