View/Edit Staff

3 minutes time to read

This article will guide you on how to view or edit a staff record in Moralius.

 

How to view/edit staff

To view or edit a staff record, simply follow the steps below:

  1. Click on ‘Human Resources’ on the menu on the left part of the screen.
  2. Click on ‘Staff’.
  3. Select the staff you want to view or edit and click the pencil/eye icon (depending on your role permissions) at the right of the row.
  4. Change the fields that you want.
  5. Click on ‘Save’ if you want to save any changes.

 

Basic information

On the ‘Basic Information’ tab you can view/edit the following fields: 

  1. First Name

The first name of the staff.

  1. Last Name

The last name of the staff.

  1. Email

The email of the staff.

  1. Job Title

The job title of the staff.

  1. Phone number

The phone number of the staff.

  1. Mobile

The mobile phone number of the staff.

  1. Service Type

The type of service linked to the staff.

  1. Login

Shows whether the staff has access to the worker app.

  1. Date of Birth

The date of birth of the staff.

  1. Prefecture

The prefecture of the staff’s address.

  1. Area

The area of the staff’s address.

  1. Location

The location of the staff’s address.

  1. City

The city of the staff’s address.

  1. Municipality

The municipality of the staff’s address.

  1. Address

The staff’s address.

  1. Secondary Mobile

The secondary mobile phone number of the staff.

  1. Staff Code

The code of the staff.

  1. Active

Shows whether the staff is active or not.

 

Records

On the ‘Records’ tab you can view/edit all the information about the staff's: 

  • Shifts
  • Staff Evaluations
  • Additional Staff Evaluations
  • Customer Evaluations
  • Internal Tickets
  • Correction Reports
  • QR Code Hits

 

 

Criminal Records

On the ‘Criminal Records’ tab you can view or edit an existing criminal record entry, or add a new one.

 

Related articles

Read this article to see how you can filter, sort and export the data of these screens, or even select which columns will appear.