There are several reasons for entering Staff records in SchoolDESX. By recording Staff member information, your school is able to manage employee information, schedule Staff member duties, track Instructors and the Classes they teach, as well provide a certain security measures which is defined by the Instructor Licenses that are included in the SchoolDESX package. If you do not plan to have Instructors, themselves, enter Student Attendance or Student Grade information into SchoolDESX, and rather have it done through an administrative personnel, nor do you wish to schedule instructors to Classes, then you do not need to have Staff member records entered. However, if any of those items need to be tracked, then it is required that Staff records are entered into the system.
As with most forms in SchoolDESX, begin by formulating how the series of records you are about to create will be structured. How do you plan on using these Staff records? Will the Staff records be used to track Instructors in order for scheduling them out to specific Classes and other Events? By thinking through a few steps before getting started, you can save quite a bit of time and keep from having to re-enter information later.
When you are ready to begin creating Staff records, first navigate to the Staff Information form by:
1. On the Main Menu, Select Services > Staff.
2. As with all Services, a Locate Staff dialog will appear asking you to ocate a Staff record that was previously entered using fields that are specific to Staff records. However, because you are creating a new Staff record, you will select "Cancel" on the locate dialog.
3. Select "New" from the bottom right corner of the form. The form will become ready to begin receiving data.
4. Begin to enter the necessary information to create this Staff record, beginning with the Staff ID/Code or First Name field.
5. Reference "Understanding the data fields on a Staff record" to further your understanding of the data fields on this form.
6. Once you have completed entering the necessary information on the General page, select "Save" in the lower right hand corner of the form.
7. Continue entering information on each other page on this form as desired.
8. Once you are complete, choose "Save" in the lower right hand corner.
9. To create another Staff record, simply repeat this process.
Note: Remember, a User is able to add as many addresses and contact records that are needed per each Staff member. Simply choose the "Add" button on the left/middle of each page and the form will be ready to begin accepting the proper data.
Tip: The System Configuration Option B017.0-Street Address Format Method allows you to setup how addresses will be abbreviated in the system. It is recommended to keep this setting to "0".
Tip: The System Configuration Option B001.0-Default Area Code to be Used will set the area code to be used for all numbers recorded in the system unless specified differently. Therefore, with this SCO set, you do not have to enter the area code for the phone number of the Student unless the area code is different than the setting of the Configuration Option.
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