Using the Action Panel in Staff Management

The Action Panel on the right hand side of the site typically comes into play when you select a single and/or multiple staff members.

In Staff Management, you'll see a number of options populate once you select the staff.

Message Staff

If you click on "message staff" after selecting staff from your staff list, a message box will appear. This will outline the people that you are going to send the message too. All emails to staff are sent BCC - so they aren't exposed to all the emails of your staff via this.

The Subject field is pretty self-explanatory - it's what will appear in the subject line of the email that your staff receive. You can also choose to use No Reply or Allow Reply. If you choose No Reply, the email will appear to come from the specified ski school email address. If you'd like to Allow Reply, it will appear to come from the email of the person logged in.

Hit Send and away you go.

Assign to Supervisor

To assign a single staff or multiple staff members to a supervisor, simply select the staff you wish to assign and click Assign to Supervisor. A white box will then appear where you can type in the name of the supervisor. If the name of the Supervisor you want does not appear, then you may need to promote that person to a Supervisor (see below).

Once you've selected the Supervisor that you want, click Save and those staff members are now associated to that Supervisor.

Add a note

You've got the ability the add notes to a single staff profile or to multiple staff profiles. Instructors will not see this but it will attach to their profile. To add a note, simply select the staff member or members that you want to add a note to and click Add a note. It will then bring up a notes box as per the image below. It will also highlight which staff profiles that this note will be attached to.

Once you've typed in the note, hit Save.

Archive Staff

The staff archive is a repository of all staff that no longer work at the resort. flaik uses an archive to ensure that you've got a permanent record of all staff that have worked for you in case you need to reference their file at any point in the future.

To archive staff, simply select the staff profile or profiles that you want to archive and then click on Archive staff. A box (as shown below) will pop up asking you to confirm. Click on 'Yes, archive them' and they will be removed from staff management to Archived People.

Note: once in Archived People, they will no longer be able to access flaik via their username and password.

Promote all to supervisor

You can also promote a staff member to a supervisor. Once a supervisor, you can assign staff to that supervisor via the Assign to a Supervisor function detailed above. Once you select the staff member that you want to promote, click on Promote all to Supervisor. You will then see a pop up confirming that you want to promote X number of staff to a supervisor. Click Yes to confirm.

Remove supervisor

The reverse of the function above, you can remove a staff member from being a supervisor. Simply select the staff member that you want to remove as supervisor, and click Remove supervisor. You will then be prompted to confirm that you want to remove this supervisor. If the supervisor still has instructors assigned to them, these instructors will be disassociated and no longer have a supervisor assigned to them.

Bulk update staff

Bulk update allows you to download a list of existing staff data, make changes to it in excel and then re-upload the information.

Related: Downloading Staff Data via Bulk Update

Manage Staff Groups or Tags

You can also manage staff groups/tags from the action panel in Staff Management. Start by selecting the staff members that you want to manage staff groups or tags for. Then click on Manage Groups or Manage Tags in the Action Panel.

This will bring up a pop up with 3 options:

• Add staff to selected staff groups/tags

• Remove staff from selected staff groups/tags

• Remove staff from their existing staff groups/tags and add to selected staff groups/tags.

Once you've selected the action that you'd like to undertake, then you need to specify the staff groups/tags that you like to add to this/these staff profiles. Just type in the first few letters of the staff group/tags that you want to add and it will be appear in the drop down list. You can select as many staff groups/tags as you need to action.

After you've entered in all the staff groups and/or tags you want to add to the selected staff, hit Save and away you go.