Navigating to staff & contacts

The Contacts File hosts staff and other contact records. You can navigate to the Contacts File by selecting People > Staff or People > Other depending on whether you would like to view staff records or other contact records.

Adding a new staff member or contact

A new record staff or other contact record can be created when viewing either staff or other contacts using New Record (the green plus button).

For more information see 'Add Teacher Procedure Checklist'.

Deleting a staff member or contact

Staff, especially teachers, should not be deleted from the Contacts File. Instead, either:

  • Select Archive Staff Member if the staff member is unlikely to return to work. For more information see 'Archive Teacher and Reassign Students & Ensembles'.
  • Manually set the staff member's Status to 'Inactive' if the staff member is likely to return to work in the future.

Contacts can be safely deleted when no longer in use. To do so, select Delete Record (the bin icon).

Teaching preferences & load

At the bottom of the Teaching Details tab are a set of fields for loads and teaching preference notes.

Teaching Preferences is a note field for recording teaching preferences. Preferred Maximum Hours is for recording the teacher's preferred maximum hours.

Current Allocation and Timetabled Start & Finish Times auto calculate based on enrollments and scheduling respectively.

There are also two staff load reports available under More.