This article will give a comprehensive look at the information held in the Staff Dashboard and Profiles within the Discover system.

TABLE OF CONTENTS

• Staff Dashboard
• Staff Profiles
  • Staff Details
  • Holidays
  • Teacher Certifications
  • Notes and Documents
    • New Category
    • Create New
  • Health
  • Payroll
    • Pay Rate
  • Staff Availabilities
  • Audit Log

Staff Dashboard

To access the Staff Dashboard, navigate to Staff in the left side menu > Staff dropdown.

Filter Options: As a default, Discover will filter to show active staff only on the dashboard. If you require past staff information, select the 'Include Past Staff' option by ticking the checkbox.

Entries View: Select how many staff records to view on the page at one time, with up to 500 visible per page.

Quickview Information: This section refers to the dashboard information being viewed on this screen. This displays:

• Staff Member full name
• Job Title as inputted to the staff profile
• Mobile number
• Personal email
• System login email 
• Are they a permanent team member
• If they are scheduled to finish or have finished up with the centre, this will hold their leaving date

Create New: By selecting this button, administrators will be able to create a new staff profile.

Staff Profiles

From the Staff dashboard, click on the Staff member's name to navigate to their profile.

Staff Details

The Staff Details tab holds relevant information about this staff member such as:

• Staff Member details
• Child Protection Training status
• User Permissions for Discover
• Roster Group Allocation
• Qualifications and Certifications (Please note: this is important to include for RS7 Funding and MOE reporting)
• Safety Checks
• Driver and Vehicle information
• Employment details
• ECE Census Details
• Emergency Contact information

Holidays

Through this tab, administrators are able to view and audit leave an task hours on a monthly and yearly view. Administrators may wish to view:

• Approved leave days
• Declined leave days
• Upcoming leave days
• Download the staff hours details report
• Leave days by year/assignment
• Work activities by year/task

To add leave for a team member:

1. Use the back/forward buttons on the calendar to navigate to the relevant month
2. Click on the date the leave will begin
3. Within the pop up screen, include from date, to date, from time (optional), to time (optional), reason and notes (optional)

Any holidays input through this screen will be visible in the Roster sheet and scheduler tabs.

Teacher Certifications

Staff member qualifications should be recorded through this tab in addition to qualification and certification information in the Staff Details tab.

• ECE qualified teachers with practising certificates - count towards the 80% funding ratio and 50% ECE rule
• Primary teachers - count towards the 80% funding ratio but not towards the 50% rule
• Students - count towards the 50% rule but not the 80% funding ratio
• Expired ECE Qualification - count towards the 50% rule but not the 80% funding ratio

To enter certifications, within the Staff Members Profile:

1. Navigate to the Teacher Certifications Tab
2. Select the Create New button to the bottom left of the screen
3. Select the Teacher Certification from the dropdown
4. Select the Certification Effective From date
5. Select an expiry date (if applicable)
6. Input their qualification description
7. Input a comment
8. Select 'Create'

You'll now see the Certification on the screen.

Notes and Documents

Administrators are able to hold digital records of notes and documentations for educators. To navigate to this tab administrators will:

1. Navigate to the Staff tab within Discover
2. Select the Staff Member
3. Select the Notes and Documents Tab

New Category

New categories can be added to best manage staff records. 

1. Select the '+New Category' button to the bottom left of the screen. 
2. Add the category title and select 'Save'. 
3. Done

Create New

To add new documents and notes to a profile:

1. Select the green 'Create New' button to the bottom left of the screen. 
2. Add the Note, Reminder Date, Category and input a PDF (optional) 
3. Select 'Save'

Health

Relevant health information relating to the staff member can be added in via the Health Tab, including:

• Doctor information
• Special Diet
• Immunisation
• Staff Diseases
• Category 1 Medicines
• Category 3 Medicines
• Allergies

Payroll

Payroll information for Staff Members can be added, which will assist in Payroll data exports, including:

• Payroll ID: To export payroll information from Discover to a third party payroll system, please place the unique payroll code from the third party software in this field.
• Bank Account: Branch Code and Account Number.
• Department: If integrating with a third party payroll system, place the third party unique pay-rate code here.
• Tax Code
• Unique Code
• IRD Number
• Appraisal Date

Pay Rate

Staff member's pay rates can be entered in this section by clicking. This will help inform rostering costs and pay roll reports within Discover.

1. Click 'Add'
2. Enter the Hourly Rate Effective From date
3. Enter the Hourly Rate and Hourly Rate Overtime
4. Click 'Save'

Staff Availabilities

Administrators can input staff members availability within this tab. This will create a digital record which can be referred to when rostering within the Discover system.

1. Click on the '+Add New Staff Availability' button
   
2. Select the day of the week
3. Click on Available From and use the clock to indicate the starting hour, then minutes
4. Click on Available To and repeat as above
5. Select the Centre Function (Task) from the dropdown

Audit Log

Administrators will be able to review any tasks completed against the staff's profile.