Edition: Professional, Business, Enterprise
User-level: All users
Previous steps: Staff Overview
Use the staff register to easily navigate your staff records and access staff details.
Where is the staff register?
Organisation drop-down menu > Staff
How to Search the staff register
Click in the search box at the top left.
Type the staff member's name in the search box.
Press Enter.
How to filter the staff register
Click the filter icon at the top left to view the Staff register filters.
Expand the filter options to select a single filter or multiple filters.
Click Apply Filter.
Available filter options are:
Active: use this filter to display active, inactive, or all staff.
Custom field: use this filter to display staff with a specific custom field attached to their staff profile.
Office: use this filter to display staff assigned to a specific office.
Security level: use this filter to display staff with a particular access level.
Staff tags: use this filter to display staff with the selected tag or tags attached to their staff profile.
Staff type: use this filter to display staff with the selected staff cost (salary) type on their staff profile.
The security level filter can also be accessed by clicking the filter icon on the Security column heading:
The filter icon will display a number indicating how many filter options have been selected for that column. If no filter options are selected, a number will not be displayed.
Search and filter the staff list to find staff profiles.
Where to next?
What other features does this relate to?