Once you have completed the Add Staff wizard in the HR Manager module you must create an account for each current staff member. This ensures that staff members have access to iSAMS as expected.
Staff members can only be setup as staff users when they have a:
To create staff users:
- Select the iSAMS Control Panel from the module bar.
- Select the User Accounts applet.
The User Accounts window is displayed:
- In the User Account Tools section, click Create Staff Users (from Staff records).
A popup window is displayed:
- Set the User Type as 'Staff'.
Complete the User Defaults section:
Field
Select...
Default User Group
A group from the drop-down list. User groups are used to categorise different types of users, for example 'Teachers'.
Default Security Profile
A profile from the drop-down list. This defines the user access that your staff users have in iSAMS.
Match On
'Initials' to match staff records with their staff user accounts. Initials are unique for each staff record.
Username Type
'School Initials'. Use this as your default selection.
Authorisation
'iSAMS Database'. Use this as your default selection.
Access Options
Login access for the staff users. 'iSAMS Login' must be selected for staff users to start using iSAMS.
Select staff members from the list displayed. Records are greyed out if information is missing from their staff record. Check the box in the header bar to select all the staff members listed.
- Click Save & Close.
You are prompted when your selected staff members are successfully imported. - Click Finish.
Your selected staff members can now access their account.