Staff Summary
Overview
The Staff Summary shows one staff member's details, payroll information, leave and productivity on one screen. It also opens from the Leave module: right-click a leave line and select Open Staff Summary.
Settings
User Settings
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Human Resources > Staff Summary - Access Allowed |
| None |
| Human Resources > Leave - Access Allowed | Needed to add or open leave from the Leave tab (see Leave). | None |
Search
Supervisors enter a name and click View to list the staff, then double-click a staff member to open their summary. The + column offers Open Staff, which opens the staff member's record in My Organisation, and the grid layout options.
Tabs Explained
The Detail and Payroll tabs are read-only. Change the details on the staff member's record in My Organisation.
| Tab | Description |
|---|---|
| Detail | The contact details (Mobile, Tel - Home, Tel - Work, SMS, Email, Postal and Street address), the photo, the Position and Cost Centre, and whether the staff member works in Production or Sales. |
| Payroll | Gender, Marital Status, the Started, Probation and Termination dates, Date of birth, ID Number and the payroll note. |
| Leave | The staff member's leave (see Leave Tab). |
| Productivity | What the staff member did in a period (see Productivity Tab). |
Leave Tab
Only Approved leave counts as days used. Adding or opening leave needs the Leave - Access Allowed setting.
| List | Description |
|---|---|
| Available | For each Leave Type: the days Accrued from earlier cycles, the Current cycle's days, and the Total available. Click the button in the last column to add leave of that type. |
| Current Cycle | For each Leave Type: the cycle's Start and End dates, the Total days allowed and the days Used. |
| Leave Taken | The leave lines with their Type, From and To dates and Days, coloured by status: orange for Pending, green for Approved and red for Declined. Click the button in the last column to open the leave line in the Leave module. |
Productivity Tab
Select a date range and click View. The arrows move the range back or forward.
| List | Description |
|---|---|
| Transactions | The transactions the staff member was linked to, by Role (for example, Rep or User) and Trans Type, with their Count and Total. |
| Workflows | The number of workflow Actions per Module (see Workspace). |
| Timekeeping | The hours (Hr/s) and Cost recorded in Timekeeping, per transaction type. |