This guide takes you through the steps for adding, editing, deactivating, and importing staff. Account holders or staff members with staff privileges can add and manage staff.
To add a staff member:
1. On the menu, click Staff Administration and select Add Staff. The Add Staff page opens.
2. Complete the fields under Staff Information.
-First Name – Type the first name.
- Last Name – Type the last name.
- Email – Type the email. An email will be sent to the user with a link to open the Change password page.
- Locations – Select one or more locations from the drop-down list. The user will be able to carry out the permissions below at the locations added here.
3. In the Permissions section, complete the permissions.
-Child Editing – Allow to add, edit, and delete child records.
- Data Export – Allow to export data using the Export Data function in the Report Center.
- Manage Staff – Allow to add, edit, and delete staff records.
- Manage Allocations – Allow to manage allocations at assigned locations.
- Manage Locations – Allow to add, edit, and delete locations for assigned locations.
4. Click Save or Save & Add Another.
-If you click Save, a User Created message appears. Close the message.
- If you click Save & Add Another, you return to a blank Add Staff page.
To search and edit a staff member:
1. On the menu, click Staff Administration and select Search/Edit Staff. The Search/Edit Staff page opens.
2. Type the search criteria in the fields.
Note: To find only inactive staff, click the Search inactive staff checkbox. 3. Click Search. The search results are listed.
4. Click the edit icon in the Actions column. The Edit Staff page opens.
5. Make changes to the information and permissions.
6. Click Save.
In BDI-3, you can import staff on an Excel spreadsheet.
To import staff:
1. On the menu, click Staff Administration and select Import Staff. The Import Staff page opens.
Note: When you have saved the template once, you can skip to step 8 and upload the
file.
2. Click the here link above the Download button to open a document with data requirements. You can use it as reference when filling in the data.
3. Click Download to download the template.
4. In the lower left of the screen, click Open to open the downloaded Excel spreadsheet.
5. (Optional) Save the document with a name and location where you can access it
to upload it.
6. Complete the information on the Excel spreadsheet following the formatting instructions on the document you opened in step 2.
7. Save the Excel spreadsheet.
8. Click Browse.
9. Locate and open the completed spreadsheet. The file appears in the File Name field.
10. Click Upload. Statistics appear at the bottom of the screen, showing the number of records
uploaded and errors that kept records from being uploaded.
Note: You can click Print Errors to open a document that lists the errors. You can save the
document as a PDF file.
11. Correct any errors and repeat steps 8 – 10.
