Updating your Staff Profiles after Migration from another Software
Staff Profiles (Records) can be created in Discover to track your team and their information over time. Current and previous staff records are located under the Staff tab in the left-side menu.
There are two primary tabs of importance when creating a new Staff Profile; Staff Details and Teacher Certifications.
If your Staff Records have been Imported Staff Profiles from a Previous Software
If you have had your data imported, most of the information for your Staff Profiles will be here already.
Go to the Staff Menu > Click on the First Staff Member in the list >
If the Staff Address has been imported, please click on the address field, and select the address from the drop down. This will save from google maps.
If you are using the Discover Tablet for digital sign in and out, under the Address is Staff Pin. Click on Suggest and this will generate the Staff Pin for you.
Scroll down to ECE Yearly Census. If this information has not been imported, you will need to select the fields and then click on Save.
Click on the same staff profile > Go to the Teachers Certifications Tab. Check that the Staff Members Qualifications have been Imported
Feel free to enter any extra information you wish to.
When adding a 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:
- Click the green 'Create New' button.
- Input the relevant information to build out the core of this new staff profile
- Press 'Save' at the bottom right of the screen to embed this profile into your Discover system
Please note: Once saved, administrators can re enter this profile and add/edit/update information as they require including Certifications, qualifications, pay parity and more.
Once all your Staff have been entered into Discover, and their Qualifications are in the Teacher Certification Tab, You can now create your Roster for Go Live Week. We will cover this in the Milestone.
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