To Create a New Staff Member in CRS, perform the following:
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Then, Click Staff
- This will present the following screen
- Click Create New
- This will present the following screen
- First Name – Type a First Name into the First Name field
- Last Name – Type a Last Name into the Last Name field
- Email Address – Type an Email Address into the email Address field
- Click Update to Save
Staff Member – Supervisor Tab
CRS allow Supervisors to review and action Exception Reports. Supervisors can be assigned to Staff Members.
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Click Staff
- This will present the following screen
- Click on the Pen Icon to access a Staff Member
- This will present the following screen
- Select the Supervisor tab
- Click Add
- This will present the following screen
- Supervisor – Select from the dropdown list of Supervisors
- Start date – Enter a Start date
- End date – Enter an End date
- Click Update to save
Editing a Supervisor Assigned to a Staff Member
- Click on the Edit icon to the right hand side of the screen
- The UPDATE EXCEPTION REPORT SUPERVISOR pop up screen will display.
- Select an End date
- Click Update to save
Deleting a Supervisor Assigned to a Staff Member
- Click on the Delete icon, to the right hand side of the screen.
- The Delete Supervisor pop up will display.
- Click Delete
Staff Member – Contract tab
Contract types and associated contract information can be added to Staff Members
TABLE OF CONTENTS
- Create/Edit contract tab
- Edit Staff Member - Contract tab - Edit Contract
- Edit Staff Member - Contract tab - Delete Contract
Create Contract for a Staff Member
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Click Staff
- This will present the following screen
- Click the Pen Icon to access a Staff Member
- Click the Contract tab
- This will present the following screen
- Click Add
- This will present the following screen
The following fields require completion.
- Contract Number – this is a unique number assigned to the contract name and type
- Contract Type – Select the staff member’s contract type from the drop down list of options
- Start Date – Type or use the calendar to add the Staff members start date for this contract
- End Date – Add the end date for this contract
- Grades – Select the Staff Members grade for this contract. (Grades are associated to Contract Types)
- Leave Entitlement – This will be pre-populated once a Contract Type is selected.
- Leave Units – Select Days or Hours from the drop down list of options. This is pre-populated once a Contract Type is selected.
- Leave Start Date – Enter the Date in which the Staff Member will commence requesting Annual Leave
- Study Leave Entitlement – This will be pre-populated once a Contract Type is selected.
- Study Leave Start Date – Enter the Date in which the Staff Member will commence requesting Study Leave
- Contracted Hours – This is pre-populated once a Contract Type is selected.
- EWTD Opt out – The option to opt out of European Working Time Directive. Select the necessary radio button
- Click Update to save
Deleting Contract from Staff Member
- Click on the Contract tab
- This will present the following screen
- Click on the delete icon, highlighted above
- The Delete Staff Contract pop up will display
- Click Confirm to delete the Contract from the Staff Member
Staff Member - Specialty Tab
Specialties can be assigned to Staff Members.
Assign Specialty to Staff Member
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Click Staff
- This will present the following screen
- Click the Pen Icon to access the Staff Member
- This will present the following screen
- Click the Specialty Tab
- Click Add
- This will present the following screen
- Specialty – Select a Specialty from the dropdown list of options
- Start date – Enter the start date for the Staff Member to be assigned to this speciality
- End Date – Enter the End Date date for the Staff Member to be assigned to this speciality
- Comment – Type a comment
- Click Update to save
Editing a Specialty assigned to a Staff Member
- Click the Pen Icon to the right hand side of the screen
- The ADD SPECIALTY pop up will display
- Edit the Start Date (if required
- Edit the End Date (if required)
- Click Update to save
Deleting the assigned Specialty from a Staff Member
-
Click on the delete icon, to the right hand side of the screen
- The Delete Specialty pop up will display.
- Click Delete to remove the specialty assigned to the staff member
Staff Member - Competency Tab
CRS allow Competencies to be assigned to Staff Members. Competencies can be used to create Coverage Rules for Rosters
Assigning Competencies to Staff Members
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Click Staff
- This will present the following screen
- Click on the Pen Icon to access the Staff Member
- Click on the Competency tab
- Click Add
- The ADD COMPETENCY pop up will display
- Competency – Select from the drop down list of options
- Start date – Enter the start date of the competency to be assigned to the Staff Member
- End Date – Enter the End date of the competency to be assigned to the Staff Member
- Comment – Type a comment
- Click Update to save
Editing Competency assigned to Staff Member
- Click the Pen Icon to the right hand side of the screen
- The ADD COMPETENCY pop up will display
- Edit the Start Date (If Required)
- Edit the End Date (If required)
- Click Update to save
Deleting a Competency assigned to a Staff Member
- Click the Delete Icon to the right hand side of the screen
- The Delete Competency popup will display
- Click Delete to remove the competency assigned to the Staff Member
Staff Member - Roles Tab
CRS allows the assignment of roles which provide specific permissions and access to specific functions within CRS.
Assigning roles to a Staff Member
- Click on the Home dropdown menu on the top left hand-side of the screen
- Select Staff Members
- Click Staff
- This will present the following screen
- Click the Pen Icon to access the Staff Member
- This will present the following screen
- Click on the Roles tab
- This will present the following screen
- SSP User is a mandatory Role assigned to all Staff Members
- Multiple roles can be selected and assigned to the Staff Member
- Click Update to save
Role Descriptions
- Exception Report Manager – This role will allow the user to review and action all exception reports
- GOSWH - Guardian of Safe Working. This role will allow the user to review and action all exception reports as well as receiving copies of all exceptions raised.
- Roster Admin – This role will provide access to Staff Members and other eRostering administration functions
- Roster Manager – This Role will provide the Staff Member with access to Rotas and Rosters
- SSP User – All Staff Members require the Role of SSP, to enable all staff to register and create their passwords. This role also allows the user to submit exception reports.
- Supervisor – Staff member who has a supervisory role and required to review and action Exception Reports
- System Manager – This role provides access to all administration functions
- WDT Admin – Workforce Development Trust staff only
- Work Pattern Planner – This role provides access to the creation and management of Work Patterns
- Work Pattern Allocator - This role allows the user to assign work patterns to doctors
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