Overview
The Staff section is where you manage all your permanent and bank staff profiles. This article walks through how to navigate the section and find the information you need.
Accessing the Staff Section
From the main navigation, click Staff. By default, you'll land on the My Staff view, which shows all active staff members at your assigned location(s).
Filters and Search
At the top of the staff list, you can:
Search by name — type a staff member's name to find them quickly.
Filter by location — if you manage multiple sites, filter to a specific location.
Filter by role — narrow the list to a specific job role.
Filter by worker type — view Permanent staff, Bank staff, or both.
Filter by status — view Active or Archived staff.
Opening a Staff Profile
Click on any staff member's name to open their profile. A staff profile is split into tabs:
Personal Details — contact information, address, emergency contacts, date of birth.
Employment Details — role, location assignment, worker type, start date, contracts, pay rates.
Leave — leave entitlement, balance, and history.
Documents — uploaded files such as contracts, certificates, and HR records.
Working Preferences — days and times the staff member doesn't usually work.
Skills — any skills or qualifications assigned to this staff member.
Permissions
If you are a Company Director you can see all staff who work across your company account
If you are a Regional Manager you can see all staff who work across your region
If you are a Location Manager you can see all staff who are able to work at your location