Staff List

This is the clinic's master register: who works here, which department and branch, what their login is. Everything else in the module — attendance, leave, payroll — hangs off this list.

Illustration of the Staff list screen

Area	What it does
1. Export	Sends the list to Excel.
2. Import	Loads several staff at once from a file.
3. Create	Adds one person — see Adding a staff member.
4. The Keyword box	Search by name, phone or username.
5. Department	Filter to one department.
6. The row buttons	View, Edit, Delete for that row.

Reading the table

Column	Meaning
Staff	Full name; click to open the record.
Attendance code	The code that matches this person to the time clock.
Username	The account they sign in with.
Role	What they can see and do — see Roles and permissions.
Status	Active means usable; for leavers change the status rather than deleting.
Department · Branch	Where they work — also what puts them in the right chat channel and the right payroll.

The right of the toolbar also holds advanced filters, clear filters, refresh and column picker to hide columns you don't need daily.

When someone leaves: change the status, don't delete

Deleting a record takes their attendance, payroll and work history with it. Changing the status stops the login while every past figure stays intact.

Related

• Adding a staff member — the whole form.
• Attendance sheet — their working days.
• Roles and permissions — set roles up before assigning them.