Staff

Overview of the Staff List Screen

You use the Staff List screen to add new staff and to view and edit existing staff records.

Requester Groups

Staff is one of the requester groups. Staff can be employees or groups of people such as students who are authorized to enter requests.

• You do not have to include Workers or work order admins in the Staff List because those user groups have a privilege set that may include creating work orders.
• Also note that requesters can also be Tenants.
• If requestors are Tenants, the Solution Admin can go to System Preferences and change the buttons and field labels from Staff to Tenants.
  

Tools to Find Data and Information

There are multiple tools on the List screen to search and filter the Found Set so that you can view exactly the Staff or Tenants you need to.

Find records using:

1. The Global Search Field
2. The Filters Window

Things You Can Do on the Staff List Screen

1. Add New Staff
2. Print the Staff List Report

Add New Staff

1. Click the New Staff button to go to a blank Staff Detail screen.

2. Begin entering information about the staff member.

3. Note that Order By and Location details are displayed on the Overview tab of the Work Order Detail screen for all requests and work orders.

Print the Staff List Report

After you have the Found Set of Staff you want, you can print the Staff List Report.

1. Click the Actions Menu button and choose Staff List Report.

2. Edit or accept the default Report Title and click OK to open the Sort Report window.

3. Click Department, Location, or Last Name to choose how the report preview will be sorted and displayed.

4. Options On The Report Preview Screen

Create Email List

You can view and copy a list of all the email addresses of staff or tenants in the Found Set.

1. Click the Actions Menu button and choose Create Email List.

2. The email addresses are automatically selected in the text window.

• Click Ctrl+C to copy the addresses to your clipboard.
• Paste the email addresses into your email application.

Overview of the Staff Detail Screen

You use the Staff Detail screen to view and edit information about each staff member.

You also use this screen to send credentials to requesters who use the Performo Request System.

Things You Can Do on the Staff Detail Screen

1. Add New Staff
2. Create A Web Requester Account
3. View and Edit Details About Staff
4. Delete a Staff Record

Create a Web Requester Account

1. Click the Create button to go to the Web Requester Account window.

2. Edit or accept the unique user name and temporary password, and press OK to send the credentials to the requester.

3. Once the Web Requester Account is created, the user can manage their password within the Performo Requester System.

Logging in to the Performo Requester System

Delete Staff

1. Click the Actions Menu button and choose Delete Staff to remove a staff record.
   • Upon confirmation the staff record is deleted permanently with no undo.
   • The user's access to the Performo Requester System will be terminated.

2. Click Delete to permanently remove the staff record with no undo.

• Further Information About Deleting Records