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
All Tabs
District-wide Search
District Admins, Building Admins and Staff Users can search for staff members across the district by clicking on the magnifying glass icon on the top of the page. In the District-wide Search field, users can:
- Search for Staff Profiles by name
- View all matching profiles regardless of their home building
- Check staff members in or out of the building as needed
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 for the current building
- 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, for the current building
- Search for staff members, including substitutes, by name
- Set a Start Date and End Date to view a specific date range of visits
- Filter by Building if the profile searched for did not check in to the current building
- Note: requires additional user access for 2 or more buildings
- 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