A staff profile organizes everyday information, access, rates, work, and history into separate tabs.
What each tab is for
- Overview: identity, role, manager, access, contact details, preferences, notes, photo, and available account information.
- Permissions: inspect the permissions associated with the staff member's role.
- Price List: review default and staff-specific rates for configured expense aliases.
- Agenda: review open activities assigned to the linked user account.
- Notifications: inspect notifications received by the linked user.
- Notes: add and maintain staff-related notes where authorized.
- History: review recorded profile activity and audit information.
Converted applicants
Overview can also show Application Data, an Original Application link, Application Files, and fields that need follow-up. This preserves context from recruiting without treating every application answer as a completed onboarding setting.
Empty does not always mean missing
Price List, Agenda, and Notifications can depend on a linked user account. Permissions may also restrict content. Read the explanatory message in the tab before assuming the staff record failed to save.