Staff creation windows

The staff member's Name details window is displayed first.


Example of a name details window for a person or personal company	Example of a name details window for a company

If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. You can either:

Select a record from the grid and add the community member to the staff constituency.
Create a new record. This creates a completely new member in the community database.

Depending on your selections, the following windows are displayed after the Name window:

Home Address details. See Address window sample in the Community manual.
Address details. See Address window in the Community manual.
Note: You can use the optional Rapid Addressing Tool to match addresses with the Australia Post barcode database. See Maintaining postal addresses in the System maintenance manual.
Phone and occupation details. See Phone/Occupation window sample in the Community manual.
Staff details. See Staff Details window.

Create New Staff Member - Name window key fields

Field	Description
Record Type	New staff members can be Personal, Company or Personal Company. Select these using the radio buttons at the top of this window. The data input windows depend on your choice here: Personal is for an individual person. Company is where the company is the primary contact, and you address the company. For example: Jackson Holdings Attn: Mr John Roberts Personal Company is where the person is the primary contact. For example: Mrs Anne Johnson Salbut Enterprises If you select Company, the windows that follow are similar but will not require you to enter any individual personnel information. This is done on the Human Resources Maintenance window. See Maintaining staff.
ID	Synergetic identifier of an existing staff member.
Use existing ID	If you are creating a staff member from an existing community member and you know their Synergetic ID, select this field and enter the ID into the Contact ID field. The details of the staff member are retrieved from the community database. Note: If you select Personal Company, Synergetic searches the community for records of people, rather than companies.

Field

Description

Record Type

New staff members can be Personal, Company or Personal Company. Select these using the radio buttons at the top of this window. The data input windows depend on your choice here:

Personal is for an individual person.
Company is where the company is the primary contact, and you address the company. For example:
Jackson Holdings
Attn: Mr John Roberts
Personal Company is where the person is the primary contact. For example:
Mrs Anne Johnson
Salbut Enterprises

If you select Company, the windows that follow are similar but will not require you to enter any individual personnel information. This is done on the Human Resources Maintenance window. See Maintaining staff.

Synergetic identifier of an existing staff member.

Use existing ID

If you are creating a staff member from an existing community member and you know their Synergetic ID, select this field and enter the ID into the Contact ID field.

The details of the staff member are retrieved from the community database.

Note: If you select Personal Company, Synergetic searches the community for records of people, rather than companies.

Last modified: 28/02/2014 9:57:56 AM