Managing Staff Profiles
The Staff section of Diversity Sync'd allows you to view, create, and edit staff profiles. This guide outlines how to navigate the staff section, manage staff, and understand the available fields and features.
Navigating to the Staff Section
To access the Staff section:
Within the Diversity Sync'd side menu.
Select Staff from the list of options.
Viewing Staff
Viewing the Staff Table requires no permission to view the full list of staff in the table, however will only be able to see information limited to the table view.
Viewing Individual Staff Profiles requires the appropriate permission.
Staff Table Overview
The staff table includes the following columns:
Staff Name
Line Manager
Employment Type
Branch
Archived Status
ID
Filtering Options
You can filter staff using the following methods:
Text Inputs:
Staff Name
Line Manager
Dropdown Selectors:
Employment Type
Branch
Archived Status:
Click the Archived Status column title to filter by archived staff.
Certificate Expiry Indicator
A red circle with an exclamation mark icon next to a staff member indicates they have certificates expiring within 30 days.
Creating a Staff Profile
To create a new staff member:
Click the blue Create Staff button at the top right of the staff table.
Staff require the appropriate permission to save and edit staff profiles.
Required Fields
To create a staff profile, the following fields are required:
First Name
Last Name
Email
Staff Position
If syncing with finance software, additional required fields include:
Date of Birth
Postcode
Employment Type
Other Available Fields
Optional fields you can complete:
Phone Number
Branch (Branches are managed in the Admin Configuration Custom Branch settings)
User Availability (visible in Roster)
Account Status (Active or Inactive)
Personal Information
Emergency Contact Details
Employment Information, including:
Minimum Contracted Hours (used in Roster)
Employment Commencement and Termination Dates
Pay Calendar Assignment (Pay calendars are created in the Finance section)
Blue Card & Worker Screening Information
Certificates & Expiry Dates (Custom certificates can be added in Admin Configuration)
Finance Integration
You can select an authenticated finance account to sync staff with.
For more details, refer to the Finance Support documentation.
Saving or Archiving a Staff Profile
At the bottom left of the staff form:
Click the blue Save button to save changes.
Click the orange Archive button to archive the staff profile.
Editing Staff
To edit an existing staff profile:
Select the staff member from the table.
Make the necessary changes.
Click Save to apply changes, or click the grey Cancel button to discard.
If you need further assistance, please contact the support team.