Staff Accounts - Human Resources tabs

When creating a Staff Account, login details and access is granted in the 'User Details' tab, however, this article focuses on the tabs to the right-hand side of this which is known as the 'Human Resources' functionality within SupportAbility and primarily relates to information managed by Human Resources and/or Management Staff. 

Information in these tabs is not mandatory for completion, however, may provide additional benefit for providers as a place to record & manage personnel-related information. Additional privileges are required to access this information. 

Click on the links below to take you to the relevant sections within this article:


Human Resources

The Human Resources tab contains information relating to Employment information such as working hours, qualification/award levels, volunteer status, employment dates, contact details, etc.

To access a Staff members Human Resources tab: 

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege is required

N.B. While the 'Human Resources Details' section displays three phone numbers for the Staff Member, when performing a Staff Account Search only the 'Work Mobile Number' will populate in the Search results. 

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Contacts

The Contacts tab of a Staff Account contains information relating to the names and contact details for Emergency and important contacts of the Staff member.

To access a Staff members Contacts tab: 

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege

Staff require a valid Emergency Contact to be set in the Contacts tab of their Staff Account, a first name and phone number is required as a minimum. Incomplete Staff Member warnings will be displayed if no valid Emergency Contact is available.

The Staff Account Search is a useful tool for identifying those Staff members whose Staff Account does not contain a valid Emergency Contact.

More information regarding this Search is available in the Staff Accounts Search article, linked below.

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Availability 

Contains information relating to the Standard Availability times for the Staff member for each day of the week, along with Availability Exception information, and is where Leave Exceptions may be approved or declined. 

To access a Staff members Availability tab: 

  • Requires the Human Resources OR Team Leader privilege at the Site/Service level, or one of the global privileges - Human Resources For ALL Staff OR Team Leader for ALL Services.

Standard Availability

Availability Exceptions

When creating Activities, SupportAbility understands Staff Availability based on the following factors: 

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Training

The Training tab is where information relating to training undertaken by the Staff member can be entered including details of cost, renewal dates, Staff member set to notify, a link to related Staff Documents, and Notes added. 

To access a Staff members Training tab:

  • Requires the Human Resources ORTeam Leader privilege at the Site/Service level, or one of the global privileges - Human Resources For ALL Staff OR Team Leader for ALL Services.

Training

The list of selectable options for Training Type can be configured by your organisation in System Preferences::Lists::Staff:Training Type. 

Assuming Training Document files have been uploaded on the Documents tab of the Staff Account, relevant Documents (e.g training certificates) can be linked here. 

Qualifications

Qualifications can also be listed on the Training tab of the Staff Account:

Training Search

The  Staff Training Search report accessed via Reports::Staff Reports, can be used to search for training information such as Training Types, Scheduled Dates, and Renewal Dates, etc. 

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Documents

Relevant and compulsory Documents may be uploaded to the Staff members Documents tab. A 'Due/Review Date' and person to 'Notify' may be set for each Document. Notifications will then appear on the Dashboard for this individual and the Document Search report may also be used to locate and review Staff Documents. 

To access a Staff members Documents tab:

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege is required


Reviews

The Reviews tab of the Staff Account is where information relating to Performance Reviews may be recorded including review date, review score, renewal date, renewal person to notify. 

Assuming Review Document files have been uploaded on the Documents tab the relevant documents e.g performance reviews can be linked here.

To access a Staff members Reviews tab:

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege is required


Goals

The Goals tab of a Staff Account is where information relating to Staff goals may be entered including Start/End dates, notes about the Goal, Company Strategy and Staff Responsibilities.

To access a Staff members Goals tab:

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege is required

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Journal

The Journal tab of a Staff Account is where notes relating to the individual may be recorded. Staff Journal Types may be customised in System Preferences. Please see the Configuring Journals article linked below for more information. 

To access a Staff members Journal tab:

  • The Human Resources privilege at the Site/Service level or the global Human Resources For ALL Staff privilege is required


Learning Centre Log

Contains information relating to the videos the Staff member has viewed in the Learning Centre, displaying the number of views, dates viewed, and a Viewing Heat Map indicating the most frequently viewed areas of each video.

To access a Staff members Learning Centre Log tab:

  • TheTeam Leader or Human Resources privilege at the Site/Service level, or one of the global privileges -Team Leader for ALL Services or Human Resources For ALL Staff is required

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