Staff directory

Who this is for: Admin, Tenant owner
What you'll achieve: Add, edit, and deactivate people on the rota

Requires role

config.manage — Tenant owner or Admin

Before you begin

School basics should be saved so grades exist for assignment.

Add a person

1. Open Staff.
2. Fill in Display name, optional Email, Grade, and Duty tier.
3. Tick First aider and/or Can lead duty when relevant.
4. Save the new person.

Duty tiers: preferred, acceptable, last resort, excluded. See Key concepts.

Edit details

1. In the directory, select Edit on a row.
2. Update fields as needed.
3. Save.

Deactivate leavers

1. Open Edit for the person.
2. Confirm deactivation when prompted.

History preserved

Deactivated staff are hidden from the duty pool, but historical assignments remain for audit and reporting.

Import many people at once

Use Importing staff for CSV paste or XLSX upload.

Weekly commitments

Recurring teaching and cover blocks are managed per person — see Weekly commitments.

What happens next

• Importing staff
• Initial setup — template assignment

Troubleshooting

Problem	What to try
Person missing from template assign list	Confirm they are active
Wrong grade options	Complete setup basics / seed grades for the tenant