Add & Manage Staff

Creating a Staff can only be done via the Administration Portal by Admin Staff. There are various levels of access to be granted. If you have someone that is a Staff and a Parent, they will need a profile created for each user type with a unique Username (their email address field can be the same for both profiles).

💻Staff > Manage Staff

1. Click on the + button in the top right corner
2. Enter required fields
• First name
• Surname
• Username
• Email address
• CategoryAccess Type
• PIN (6-digit code) - generated automatically
• Password 
3. Click Add Staff

• Filter - Change this to view Current or Previous staff profiles.
• Sort by - Select a heading from the table to sort by (or click directly on the heading).
• Filter for - Start typing the name of any staff to filter the list
• Print - renders the details on the page.
• Export Staff Details - downloads a spreadsheet of staff contact & emergency contact details.
• Tasks/Reports - Edit, Stats, View Posts, Documents & Training, Deactivate.

1. Click on a staff name
2. Use tabs to change between different fields
3. Click Update to save any changes made

When your service is linked to OWNA HR & Payroll, some details in the staff profiles become locked since updating those fields in erly will override the fields in OWNA. To make changes to these fields, please ensure you have the correct permissions in erly, and then you can click the erly logo at the bottom of the menu to access the erly portal.

1. Go to the staff profile
2. Click + Action (top right corner)
3. Select actoion

• This will send them an email with login details and links to download the App.

• This will update posts with their updated name (if changed)​.

• Configure unique codes to be included in timesheet exports (primarily used for 2CloudNine integration)​

• Generates a comprehensive child details report (including documents/qualifications) that can be provided to governing bodies if requested.​

• Deletes their profile photo and reverts it to their initials (can also reset initials after a name change).

• This will make their profile inactive and log them out of the app.​