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Dashboard Tab

The Staff Dashboard provides an overview of a staff member's key information at a glance. This is the default view when you open a staff member's profile.

Sarah May avatar
Written by Sarah May
Updated this week

Accessing the Staff Dashboard

  1. Navigate to Staff from the main menu

  2. Click on a staff member's name to open their profile

  3. The Dashboard tab is displayed by default

Information Cards

The dashboard displays staff information organised into four cards:

Basic Information

Field

Description

Date of Birth

The staff member's date of birth with their calculated age

Preferred Name

The name the staff member prefers to be called

Gender

The staff member's gender

Type of User

The role/user type assigned to this staff member

Address

Field

Description

Street Address

The street address

Suburb

The suburb or city

Postcode

The postal code

State

The state or territory

Country

The country

Account Information

Field

Description

Nationality

The staff member's nationality

ABN

Australian Business Number (for contractors)

Trading Name

Business trading name (for contractors)

Access Business

Which business locations the staff member can access

Emergency Contact

Field

Description

Name

Emergency contact's full name

Relationship

Relationship to the staff member

Phone Number

Emergency contact phone number

Email

Emergency contact email address

Address

Emergency contact's address

Editing Information

To edit any section:

  1. Click the (three dots) button in the top right corner of the card

  2. A modal will open with editable fields

  3. Make your changes

  4. Click Save to apply your updates

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