Organisation & Settings
Practical how-tos and answers about organisation & settings in StaffCircle — organisation details, branding, sites, regions and beta features.
BETA Features: Overview
The BETA features area of the platform will enable you to enable particular features including: For further information regarding these features,…
BETA FeaturesCareer Development Plan
v.1.36.0 Administrator See Reviews: Settings Manager Within Person/Employee Record Within Profile
BETA FeaturesSuccession Planning
v.1.34.0 Manager Dashboard Overview Summary Panel Accessed when clicking on the "Summary Panel" icon, see above.
BETA FeaturesBranding: Customisation
The guide will discuss the configuration options for the platform including colours and logos. To navigate to this area of the platform, click on the…
BrandingBranding: Overview
The Branding section of the platform allows you to customise the look of the StaffCircle platform and match it to your organisation's brand…
BrandingConfiguration: Menu Customisation
The guide will discuss the configuration options for the side-bar navigation to the left. To navigate to this area of the platform, click on the…
CustomisationCustomisation: Overview
The Customisation section is where you can change the names of the modules to suit your organisation's terminology and style. For example you can…
CustomisationDepartments: Add
Organising Your Platform Adding Departments and Assigning Managers
DepartmentsDepartments: Associate an employee
Employees are added to departments to allow the platform to understand your organisation's structure. This also makes it easy for employees to find…
DepartmentsDepartments: Child Departments
After creating a department within the platform, you will then be able to add the associated child departments. This helps to implement structure…
DepartmentsDepartments: Configure
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
DepartmentsDepartments: Delete
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
DepartmentsDepartments: Overview
Creating Departments allows you to create an organisational structure to help categorise employees. Having Departments means that: You can assign…
DepartmentsCompany Details
Company Details contain the basic information about your organisation including the name of the company, telephone number, and tenant name. These…
InformationExternal Links
The External Links section of the platform is where web pages for the organisation such as the Website, LMS, Blog, and LinkedIn can be added.…
InformationPrimary & Secondary Contacts
Each platform can have up to two dedicated contacts: the primary contact, and a secondary contact. The Primary Contact is the first user of the…
InformationRegions: Add
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
RegionsRegions: Associate a Site
Once the region is created, you can then associate this with specific Sites. An example of a Boston, MA site is shown below and this site has been…
RegionsRegions: Configure
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
RegionsRegions: Delete
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
RegionsRegions: Overview
Regions allow the grouping of Sites and can be viewed in a list or a chart. To view the region chart, navigate to the REGIONS area of the platform…
RegionsSites: Add
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
SitesSites: Associate an Employee
Employees can be associated with sites after the site has been added to the platform. The employee's site can be selected at the point the…
SitesSites: Configure
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
SitesSites: Delete
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
SitesSites: Overview
Sites are locations that the organisation operates from and can be offices, factories, warehouses or temporary business accommodation. Each site…
SitesValues: Add
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
ValuesValues: Add/Associate a Behaviour
Once you have added the value to the platform, you can then add the associated behaviours. Click on the settings wheel in the top right-hand…
ValuesValues: Delete
Click on the settings wheel in the top right-hand corner of the screen and click on the Organisation and Branding tab on the left-hand side. 🚀 If…
ValuesValues: Overview
Company values work hand in hand with the feedback feature, empowering employees to offer peer-to-peer feedback on a value and its associated…
Values