Staff & Substitute: Home Building- VMS
Learn how to add and edit staff & substitute home buildings.
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Home Building - New staff member
When adding a new staff member, a Home Building field is available to all users. This will add the staff member to that building to help organize each building's staff list. If a staff member moves to another building, the Home Building can be easily updated.
How to add staff to Home Building:
- Navigate to the Staff page from the land-hand menu.
- Click the purple +Invite Staff button…> Invite Individual.
- On the modal that appears, enter the staff member’s details.
- You will see the option to choose the home building for this staff person.
- Once a home building has been selected and all details have been filled out, click Send Invitation.
- The staff member profile will be added to the Home Building that was selected.
Home Building - Template
When adding new staff members via the CSV template, a Home Building column is available to all users. This will add the staff member to that building to help organize each building's staff list. If a staff member moves to another building, the Home Building can be easily updated.
How to add staff to home building via Excel:
- Navigate to the Staff page.
- Click the Invite Staff button with the option to Invite from Excel.
- Download the Excel template.
- Once downloaded, the user can open the template to start filling in staff member’s details.
- Select a home building in the Home Building column. Note: A home building is required.
- The fields in the Home Building column have a dropdown to select a building from the list. The home building must exactly match how it’s listed in your Visitor Management System.
- Once a home building is selected and all details are filled in, you can reupload the template into VMS. The staff member profile will be added to the Home Building that was entered.
Home Building - Staff profile
After adding a new staff member, any user can view that staff’s profile and see the Home Building for that person. The Home Building can be updated as necessary, depending on the user's permissions.
How to view staff profiles to see Home Buildings:
- Navigate to the Staff page.
- Click to view any staff profile.
- Here you will see the Home Building field on each staff profile.
- Depending on your permissions, you can update the home building.