Accessing the Staff Profile
To open a staff member’s profile:
Navigate to Staff from the main menu
Click on a staff member’s name
You will land on the Overview tab by default
Overview Layout
The Overview tab is split into two main areas:
Highlights (centre) – Quick summary cards
Details panel (right-hand side) – Full staff record grouped into sections
Highlights Section
The Highlights section provides a quick snapshot of key staff details.
Fields include:
Role – The staff member’s assigned role (e.g. Service Delivery Worker)
Nationality – Displays nationality (or “Missing” if not set)
Type – Employment type (e.g. Employee)
Employee ID – Unique staff identifier
Date of Birth – Includes calculated age
Access Business – The business the staff member belongs to
This section is designed for quick reference without needing to expand detailed fields.
Notes Preview
Below Highlights, you’ll see a Notes preview:
Displays recent notes (if any)
Shows a count of total notes
Includes a shortcut to View all notes
You can also quickly add a note using the + icon.
Details Panel
The right-hand panel contains the full staff record, grouped into expandable sections.
Contact & Employment
Includes core staff details:
Email
Phone
Address
Role
Type (Employee/Contractor)
Access Business
Employee ID
Basic Information
Additional personal details:
Preferred Name
Gender
Nationality
Date of Birth
Age (auto-calculated)
Emergency Contact
Used for safety and compliance:
Name
Relationship
Primary Phone
Alternate Phone
Email
Address
Account Information
Relevant for contractors and payroll setup:
ABN (Australian Business Number)
Trading Name
Editing Information
To update staff details:
Locate the field you want to edit in the Details panel
Click directly into the field (or use the edit control if shown)
Enter the updated information
Changes are saved inline, making it quick to maintain accurate records.
Editing Information
To edit any section:
Hover on the field that you'd like to change
Click the Edit button
Make your changes
