Homebased: Coordinator Profiles

Create New Staff Profile

When creating new staff profiles, we suggest checking for any possible duplicates first by performing a search from the top search bar on the dashboard. If the staff member does not exist, select 'Create New' to create a profile for them. 

Please Note: Ensure 'Past Staff' filter is ticked when searching.

To create a new staff profile:

1. Navigate to the Staff tab via the left-side menu.
2. Select 'Staff & Educators'.
3. In the Staff list, to the bottom left, click the green 'Create New' button.
4. Input the relevant information to build out the core of this new staff profile.
5. Under 'Employment Details', select 'Coordinator' in the 'Staff Member Type' field.
6. Press save at the bottom right of the screen.

Please note: Once you have saved the profile, you can re-enter by clicking on the Coordinators name from the Staff list, to add further details to their record.

If the profile does not save, please be sure to check all mandatory fields have been entered in the profile. A red outline will be displayed for any required fields that have been missed.

Assigning Educators

Once your Coordinators profile has been saved, a new tab entitled 'Educators' will be available.

To assign an Educator, their profile must have been created first. Please see here for guide.

1. Click 'Create New'.

2. Select the date the Coordinator began supervision of the Educator.

3. Select the Educator from the dropdown list.

4. Click 'Create'.

If the Educator has been added in error, they can be removed from the Coordinator by clicking the bin icon next to their name.
If the Educator is ending their time with the coordinator, clicking on the date under the 'Date From' column will allow you to enter a 'Date To'.

For further information on Staff Profiles, including the Staff Details, holidays, Teaching Certifications, Notes & Documents, Health, Payroll, Availabilities and Audit Log tabs, please see our article Staff: Profiles