Manage Staff and Roles allows you to manage the list of staff in your Home and the training role(s) they require.

Selecting a Home

If you have access to more than one Home, a switcher will appear above the grid. Click a Home to select it.

Staff Name

This is the name of your staff member. This is separate from users of the application to allow for staff that do not require access to be managed.

Roles

Roles are configured by the Organisation Owner so they will vary. Tick the role(s) that apply to each staff member you add.

What does this do?

Staff Roles match up with the Training Course Roles defined by the Organisation Owner. When a staff member has a certain role, courses that share that role are considered mandatory and missing or expired courses will cause warnings.

Staff with no roles assigned

Staff with no roles assigned will be able to have Training Courses booked in the Staff Training Matrix, however no warnings will be generated when those courses expire or if they are missing.