Staff profile and forms

Staff profile and forms are great ways to collect and centralize information securely. Staff profile and forms support these use cases:

• Collect personal information for Payroll
• Allow your staff to upload documents
• Add Encrypted data
• Electronic Signatures
• Finalized PDF

Read our blog post to find out more. You can also view the Webinar we recorded to that effect.

# Accessing Profiles

Navigate to the Staff and Volunteers section through the Staff menu.

If you have Account owner permission, you can manage your database of staff. The staff table columns can be customized to view important staff information at a quick glance. If you have lots of columns, click on the Full screen button.

Click on the Staff profile button.

 The Staff profile popup will allow you to define fields you want to capture. For example date of birth, gender, social insurance number (SIN or SSN in the USA), etc. Sensitive fields are encrypted in the database. You can drag and drop fields to reorder them.

Use the + button to add custom fields (Yes/No questions, free text, emergency contacts).

# Managing Displayed Columns

Modify the visible columns by clicking the designated button. A window will allow you to select the columns to display. Choose columns from the profile and even those from the personnel forms you've defined.

Filter the data across various forms related to payroll, work hours, or other administrative needs.

# Creating and Managing Forms

Access form management through Form Management.

Separate forms related to staff (payroll, timesheets, etc.) from those intended for clients.

Customize and modify these forms according to your organization's needs.

# Using the Staff Portal

Create a dedicated microsite where staff can fill out forms (e.g., employment contracts, confidentiality agreements).

All collected information will be automatically integrated into the employee's profile.