Searching for Staff

1. Click Search.

   The Search dialog appears.

   

2. At the top of the dialog, enter your search criteria. You can filter by:

   • To Search for a Group of Staff Members - From the first drop list, select the group type you want, e.g. 'Form', 'Subject Set' or 'Boarding House' and from the second drop list, select the person's specific group, e.g. 'Form 10A', 'Camelot House' etc. Your selection in the first list alters the options available in the second drop list.

     

     Example: In the example below, 'Form Year' has been selected in the first drop list. Consequently, a list of form years in the school appears in the second list.
     

   • To Search by Staff Member's Name - Use the first drop list to select 'Staff Name', then type all or part of the staff member's name into the second field OR leave the second field empty to retrieve a complete list of all staff.

     Example: In the example below, the user is searching for staff by name using the key word 'Smith'.
     

3. (Optional) To exclude non-academic staff from the search, tick the Academic staff only? check box.

   

4. Click Search.

   A list of staff appears in the top half of the dialog.

   

5. Do ONE of the following:

   • Tick the check box on the left-hand side of each staff name you require.
   • To select ALL the staff in the list, tick the check box in the header row.

   

6. Click Select.

   The selected staff appear on the Staff tab in the bottom half of the screen.

   

7. (Optional) To remove any erroneous staff, tick the check box next to their name and click Remove.

   

8. Click OK.

   

   You are returned to the previous page with the selected staff added to the relevant field.

Do ONE of the following:

• Click in the relevant field and type all or part of the name you require. Select your choice from the items that appear in the drop list and it appears in the field. This is known as auto complete. For example:

  

• Click at the end of the field to search for the required record.
  The Staff Search dialog appears.

  

  1. In the top part of the dialog, enter your search criteria and click Search.

     You can filter by:

     • Group - From the first Group drop list, select the group type you want, e.g. 'Boarding House', 'Form' or 'Subject Set', and from the second Group drop list, select the person's specific group, e.g. 'Form 10A', 'English' etc.

     • Staff Type - From the Staff Type drop list, select the required type of staff, such as 'Academic', 'Non-Academic' or 'Both'.

     • Name - Type all or part of the staff member's name in the Staff Name field.

     Note: To see a complete list of results, click Search WITHOUT entering any criteria.

  2. Click on the record you want. You are returned to the previous screen with the required staff record entered in the relevant field.

In the Pastoral Management module, you can search for staff names and add them to records using auto complete OR via a search dialog.

Do ONE of the following:

• Click in the relevant field and type the first letters of the item you require. Select your choice from the options that appear in the drop list. This is known as auto complete. Repeat this sequence until you have added all the names that you require.

  

• Click at the end of the field to search for the required record. A Staff Search dialog appears.

  

  1. In the top part of the dialog, enter your search criteria and click Search. You can filter by:
     • Group – From the first Group drop list, select the group type you want, e.g. boarding house, form or subject set, and from the second Group drop list, select the person’s specific group, e.g. 10A, English etc. (If you do not wish to search by group, select ‘None’ in the first field.)
     • Staff Type – From the Staff Type drop list, select the required type of staff, such as ‘Academic’, ‘Non-Academic’ or ‘Both’.
     • Name – Type in all or part of a staff member’s name in the Staff Name field.

     The results of your search appear in a list on the left-hand side of the dialog.

  2. Click on each record you want in the list of available options that appears in the bottom left-hand corner.

     Staff names move from the left to the right-hand side of the screen once selected.

     

     Note: To deselect staff, click on the next to the relevant name.

  3. (Optional) Repeat steps a to b to search for and add other staff members to the list of selected individuals on the right-hand side of the screen.

  4. When done, click OK.

     You are returned to the previous screen with the required staff entered in the relevant field.