The Profile Page

This is the Profile page. Here you can see all the information you have stored for a particular Profile, as well as Edit, Delete, Transfer and Copy the selected profile including exporting a document.

Please Note: If any area of the staff profile page has a padlock icon, it is likely you do not currently have the permissions set to carry out the task. Please contact your organisation administrator regarding this. 

Editing

At the top right of each section, there is a button that looks like a pencil. Press this to open up the drawer that will allow you to see the Profile data:

From here you can edit the data using the available controls. Once done, the data is only stored when you press the Save button at the bottom left of the drawer.

If you do not want to make any changes, simply click off the form if nothing has been touched or press the Cancel button to undo any changes.

Profile Tags

Under the staff name on the Profile Page, you will also see the staff members 'tag' which lets you know their current status. The tags will appear by default, depending on a staff member's Start and Leave dates entered into the 'Employment Details' section of their profile.

	The 'Onboarding' tag will appear on any staff member that has a start date in the future, as entered in the 'Start Date' field. Please see the following guide to Create a New Profile
	Once the start date is reached, the tag will automatically update to 'Active'
	The 'Leaver' tag will appear the day after the date entered in the 'Leaving Date' field. Please see our guide on Leavers for further information about this.

Please Note: If no start date is entered on a staff members Profile Page, the tag will automatically show as 'Active'

Profile Page Tabs

Next to the 'Profile' Tab which will show you the staff member's Profile Page, you will also see the below tabs:

Documents: This tab is where you can upload and store staff documents. Please see our guide on Document and File Management for further information regarding this. 

History: The History tab will store any change that has been made to the staff profile page, including what the information was changed from and to, as well as which user made the change and when. 

Adding a Staff Profile Photo

You also have the option to add a photo to the staff member's profile page. To do this, hover over the grey image above the staff member's name on their profile page, and a small camera icon will appear in the bottom right-hand corner as below:

When you click on the camera icon, you can then select the file you wish to upload as the staff member's profile photo. Alternatively, you can drag and drop this into the file uploader as below:

Additional Options

In the top right-hand corner of the Profile Page, you will see the below available options:

	The Order Check button will be available if your organisation has signed up to use our External Checking Service
	Pressing Print will create a PDF document that will open up for either printing or downloading.
	If you are part of a Federation/Group, these buttons will appear so you have the option to Transfer or Copy a profile to another Organisation within your Federation.
	This will permanently delete a staff profile. Please see our guide on Deleting a Staff Profile for this action.