Creating staff members

To create a new staff member:

1. Either click on the:
   • Set Staff Search Criteria window
   • Staff Maintenance window.
2. Use the and buttons to move through the data input windows.

   The Name window is displayed first.

   

3. Enter the staff member's name.

   Note: If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Creating community members - Possible Name Matches. Select the matching name, if applicable.

4. Enter other fields, as required.
5. Click .

   The following windows are displayed after the Name Details window, depending on the selections made:

   • Spouse details, if applicable. See Spouse Name window in the Community manual.
   • Home address details. See Home Address window in the Community manual.

   Note: You can enable address validation to display matching address records as you type into address fields. See Configuring address validation in the System maintenance manual.

   • Couple relationship. See Select Couple Relationship window in the Community manual.
   • Phone and occupation details. See Phone/Occupation window in the Community manual.
   • Spouse’s phone and occupation details, if applicable. See Phone/Occupation window in the Community manual.
   • Staff Details. See Staff Details window.
   • Matching search results in the IDAM database. See Identity and Access Manager (IDAM) Search Results window in the Community manual.

Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the Synergetic System maintenance manual.

Note: See Community creation windows in the Community manual if you need more information about what to enter when you are creating a new community member.

Last modified: 8/05/2017 11:03:32 AM