Staff Page
Learn how to manage the Staff Page in Visitor Management
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District Admins, Building Admins and Staff Users can interact with the Staff page to view All Staff, View Visit History and Scheduled Substitute Visits. To access the Staff page, follow the below steps:
- Log into Visitor Management as a District Admin, Building Admin or Staff User
- Navigate to the Staff Page by clicking the case icon on the side navigation menu
Export List
District Admins, Building Admins and Staff Users can export a list of all staff from the current building by clicking on the Export List button on the top of the page.
- Export a list (XLXS format) of all staff members, including substitutes, in the current building with the below information
- Staff Name
- Staff Type
- Job Title
- Staff ID
- Last Visit
- Status
All Staff
On this tab, users can see and use the below functionality:
- View all staff members that were either passed from the SIS as part of the SIS sync or added manually
- Toggle between viewing Active and Inactive staff members, including substitutes
- Toggle between a Card view or Table view of staff members, including substitutes
- Search for staff members, including substitutes, by name
- Set up Barcode/RFID for staff members, including substitutes - click here for more details on this functionality
- Manually invite staff members, including substitutes, to Visitor Management - click here for more details on this functionality
- Check in and out any staff member, including substitutes
Visit History
On this tab, users can see and use the below functionality:
- View the visit history for all staff member visits, including substitutes
- Search for staff members, including substitutes, by name
- Set a Start Date and End Date to view a specific date range of visits
- Click on the ellipsis in the Actions column for any staff member or substitute to:
- Edit Visit
- Delete Visit
Scheduled Substitute Visits
On this tab, users can see and use the below functionality:
- View substitute visits that were scheduled via the mobile app
- Search for substitutes by name
- Approve or deny upcoming substitute visits