This article is designed for: User Type: Admins or Managers Device: Web Browser
The Staff tab on ClubsHR has a range of filters to help you manage your staff's permissions and whether or not they are set up correctly.
On the Staff tab in ClubsHR, you will see a range of filters that you can select from the drop-down menus at the top of the page, which are separated into two categories.
Status - Filters the staff based on various key attributes to ensure your staff are set up correctly.
Permission Level - Gives you visibility into who has different permissions within your account.
These are also visible on the staff list as icons or banners.
Status - You can hover over each icon and see additional information about their status.
Permission Level - You will see a banner on any staff in the staff list with elevated permission.
Yet to Login - Selecting this status from the dropdown will filter your staff list and show those that haven't logged into the platform. This includes either logging in by their smartphone or via a web browser. The Login icon on the staff list will tell you whether or not they've logged in before. It will tell you their last login date if they have logged in.
Missing Pay Template - Selecting this status from the dropdown will filter your staff list and show you the staff that don't have a Pay Template added to their Staff card for all the Positions or Sites they are qualified to work at. The Pay Template icon will toggle the same as the filter but will switch the icon from a dollar symbol to a briefcase for those staff that are set up as a Salary staff member.
Not Synced to Xero - For Xero customers, you can see which staff are connected to Xero correctly. If you know your staff member exists in Xero but ClubsHR is showing them as not synced, you can fix the issue using the Xero Employees setting. If you know that the staff member still needs to be created in Xero and you use our Staff Onboarding feature, you can Create a Staff in Xero direct from ClubsHR, provided they have filled in their Staff Onboarding.
Salary Employees - Selecting this status from the dropdown will filter your staff list and show you the staff set up as Salary staff members. The icon for salary replaces the pay template icon when the staff are set up as a Salary staff.
MFA - This icon lets you see which staff have enabled Multi-Factor Authentication.