Creating staff members

To create a new staff member:

Either click on the:

• Set Staff Search Criteria window
• Staff Maintenance window.
Use the and buttons to move through the data input windows.
The Name window is displayed first.
Enter the staff member's name.

Note: If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches. See Creating community members - Possible Name Matches. Select the matching name, if applicable.
Enter other fields, as required.
Click .
The following windows are displayed after the Name Details window, depending on the selections made:

Spouse details, if applicable. See Spouse Name window in the Community manual.
Home address details. See Home Address window in the Community manual.

Note: You can enable address validation to display matching address records as you type into address fields. See Configuring address validation in the System maintenance manual.
Couple relationship. See Select Couple Relationship window in the Community manual.
Phone and occupation details. See Phone/Occupation window in the Community manual.
Spouse's phone and occupation details, if applicable. See Phone/Occupation window in the Community manual.
Staff Details. See Staff Details window.
Matching search results in the IDAM database. See Identity and Access Manager (IDAM) Search Results window in the Community manual.

Note: The Identity and Access Manager (IDAM) Search Results window is only displayed if the IDAM:Enabled configuration setting is set to True. See IDAM:Enabled configuration setting in the Synergetic System maintenance manual.

Note: See Community creation windows in the Community manual if you need more information about what to enter when you are creating a new community member.

Create New Staff - Name window key fields

Field	Description
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: Personal is for an individual person. Company is where the company is the primary contact, and you address the company. For example: Jackson HoldingsAttn: Mr John Roberts Personal Company is where the person is the primary contact. For example: Mrs Anne JohnsonSalbut Enterprises 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: surname previous surname maiden name override legal surname.
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. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table in the Synergetic System maintenance manual.
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'.