The staff member's Name details window is displayed first.
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Create New Staff Member - Name window key fields
Field | Description |
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Record Type | New staff members can be Personal, Company or Personal Company. Select these using the radio buttons at the top of this window. The data input windows depend on your choice here:
If you select Company, the windows that follow are similar but will not require you to enter any individual personnel information. This is done on the Human Resources Maintenance window. See Maintaining staff. |
ID | Synergetic identifier of an existing staff member. |
Use |
Existing ID | If you are creating a staff member from an existing community member and you know their Synergetic ID, select this field and enter the ID into |
the ID field. The details of the staff member are retrieved from the community database. Note: If you select Personal Company, Synergetic searches the community for records of people, rather than companies. | |
Title | Staff member's title. |
Surname | Staff member's surname. |
Any | Select the Any field to search for community members by:
|
Given 1 | Staff member's given name. |
Preferred | Staff member's preferred name. This field is automatically completed with the staff member's given name. You may type another name if required. For example, if the staff member's given name is Stephen, you could type Steve. |
Other Given | Staff member's other given names. |
Gender | Staff member's gender. This field is automatically completed when you select the staff member's title. Note: For gender-neutral titles the gender must be selected. For example, Dr. |
Date of Birth | Staff member's date of birth. |
Mail format | Address format for the staff member. For example, whether their initials should be used, or an ampersand instead of 'and'. |