People & Administration
Practical how-tos and answers about people & administration in StaffCircle — profiles, roles, groups and settings.
Custom Fields: Add
Custom fields sit within a custom section. A custom section can contain up to ten custom fields. This guide will explain the process of adding a…
Custom FieldsHow do I save the app to my home screen?
When logging in to StaffCircle for the first time look out for the below banners that will appear at the bottom of your screen to give direction…
FAQ'sHow to Check and Adjust Feedback Visibility Settings on Your Profile
Checking Feedback Visibility Settings This article explains how to check the feedback visibility settings to ensure that feedback is displayed…
FAQ'sGroups: Assign a Person
You can assign people to a group in a number of different ways, this step by step guide will detail all methods. Via the Group Step One Navigate…
GroupsOnboarding: Personal Data Templates
Building Personal Data Templates for New Hires
OnboardingOnboarding: Secure Data Templates
How to Set Up Secure Data Templates for New Hires
OnboardingLeaver Process (ex-employees)
From time to time you will need to update and change your personnel within your StaffCircle Platform. This article shows you the 'standard' Leaver…
PeoplePeople: Activate (including Bulk Activation)
Once the person (or people) have been added to the platform, they will then need to be activated before they can access their StaffCircle…
PeoplePeople: Add
To add an employee to the platform so that they are able to use StaffCircle, you can follow the guidance below. Once the employee has been…
PeopleHow to Export People Data and View Tasks When Export Isn’t Available
This article explains how to export certain types of data into a spreadsheet and alternative ways to view task data when export is not available.…
People & AdministrationHow to Locate and Manage a User's 2FA in StaffCircle
Find and manage a user's 2FA in StaffCircle: search the user, open their profile, then go to the Security tab.
2FACustom Fields: Data Types
When creating custom fields, there are a variety of different data types you can select. This guidance document shows how they appear in the…
Custom FieldsCustom Fields: Delete
This guide details how to delete custom fields within a custom section. Deleting a custom section will permanently delete the custom fields which…
Custom FieldsCustom Fields: Overview
If you want to store additional information about your people, you can create custom fields as a system administrator. These custom fields can be…
Custom FieldsCustom Fields: Populating custom fields
To populate a custom field for an employee, follow the steps below: Navigate to the People area of the platform in MANAGE mode. This will display…
Custom FieldsContact Record Information
The Contact record information section allows Managers to view employee contact information which they have the required permission to access. The…
Detail SectionsIT Asset & Equipment Records
The IT Asset & Equipment area allows records of equipment to be assigned to the user. Adding Assets Adding an asset can be achieved through the…
Detail SectionsPeople Data: Other Information
This section of an employee's record shows information for custom fields. To create custom fields, you must have admin permissions and then go to…
Detail SectionsAdding a folder and file to Documents
Documents are utilised across the platform. Whether an important policy that needs to be circulated as part of a communication, an SOP to be…
DocumentsDocuments & Folders Module Overview
Documents are utilised across the platform. Whether an important policy that needs to be circulated as part of a communication, an SOP to be…
DocumentsEmailing a folder
A folder within Documents & Folders has the ability to receive a documents via email. Making it easy to save documents to the platform folders…
DocumentsHow do I add a File or Folder?
Documents are utilised across the platform. Whether an important policy that needs to be circulated as part of a communication, an SOP to be…
DocumentsUpload Employee Documents
If you have documents you wish for the employee to see in their personal document folder then you can follow this guide:
DocumentsWho can see my uploaded documents?
StaffCircle documents are separated in to two different areas: Personal and Company. Documents held within the User's Personal folder can be…
DocumentsCan I report on custom fields?
Yes you can! If you've added custom fields to show in your people records, you can follow the below steps to report on all data inputted to those…
FAQ'sHow can a user control who is able to see their birthday?
Your Birthday and Contact details can be displayed in the platform wide Directory for all your colleagues to see if you wish. The default for…
FAQ'sHow can I download a list of employees?
There are 4 easy steps to download a list of employees: 1) Go to People->Manage view. 2) Select all people by clicking on the text box 3) Click on…
FAQ'sHow can I manage my notifications?
You can manage your notifications via your personal profile by selecting your name in the top right-hand corner of the screen and selecting…
FAQ'sHow can I update a user's email address?
1. Navigate to the "People & Groups" tab on the right hand side. Ensure that you are completing the below steps in "MANAGE" mode. 2. Click on the…
FAQ'sHow can I update my personal information?
You can update your profile information (including your profile photo) by clicking on your name in the top right-hand corner of the screen and…
FAQ'sHow can I view my timeline?
Your timeline will provide you with a list of activity associated with your account including when you have logged, what articles you have read, any…
FAQ'sHow do I change a user into a manager
1. Log in to the platform as a Superuser or an Administrator. 2. Click on the 'Settings' icon at the top ribbon. 3. From the left side panel…
FAQ'sHow do I change my password?
Click on your profile photo in the top right-hand corner and select Profile from the drop-down. Then select Change Password from the left-hand…
FAQ'sHow do I change my profile photo?
You can change your photo via your personal profile. Select your name in the top right-hand corner and select Profile from the drop-down. Then…
FAQ'sHow do I de-activate or terminate a user or staff account?
When a user or employee leaves you are able to de-activate them in two different ways. For Immediate De-activation: 1) You can go into the people…
FAQ'sHow do I enable the new menu?
How do I enable the new menu?
FAQ'sHow do I reset a user's password?
Instructions to reset a users password if you are a manager
FAQ'sHow do I reset a users password?
To reset a user's password, simply go to the "Manage" area of "People & Groups". There, alongside their name you will find a button under the…
FAQ'sHow do I update employee’s personal information?
You can update an employee's personal information by following the guidance included in this StaffCircle University lesson.
FAQ'sHow do I update my banking information in StaffCircle?
How do I update my banking information in StaffCircle?
FAQ'sHow do I update my email address?
How do I update my email address?
FAQ'sHow do the system notifications work with my quiet hours and my timezone?
StaffCircle supports multiple time zones within your organisation which can be configured on the "Site" and on the "Person" account. In Settings…
FAQ'sWhat is an Alias?
Alias are used throughout the system when setting up Users,Teams, Departments and Sites. It is the tag that you give to a User, Team, Department…
FAQ'sWhere can I update employee information?
You can update an employees personal information, their role, department, and site (amongst many other fields) by navigating to the Manage People…
FAQ'sWho can see my personal information?
Who can see my personal information?
FAQ'sGroups: Add
Navigate to the People area of the platform in MANAGE mode, then select the GROUPS tab at the top of the page. 🚀 If you are using our new menu…
GroupsGroups: Configure
Navigate to the People area of the platform in MANAGE mode. 🚀 If you are using our new menu feature, hover over the People section of the…
GroupsGroups: Delete
To remove a group, you will need to navigate to the People area of the platform in MANAGE mode. Then select the GROUPS tab. 🚀 If you are using our…
GroupsGroups: Overview
Once users have been added to the platform they can then be assigned to a Group. Groups are a great way to send tailored communications and assign…
GroupsHow to Access and Generate Monthly Holiday Usage Reports
Easily access and generate your monthly Holiday Usage report by applying filters for departments, roles, and dates with this step-by-step guide.
HR Operations ModuleExport Users
Filter by Name, Department or Role and simply select by checking Check against individuals or the Check All box next to the column headers. When…
Import & ExportImport Users
To down load the template simply press Update the template with all fields for the individual that you would like to add. Save the document. The…
Import & ExportImporter: Roles
You can import Roles, including their description via the Role Import page. To do so we recommend downloading our example spreadsheet and…
Import & ExportNew Starter: Add
How to Add New Starters and ask them to complete the required data fields.
OnboardingNew Starter: Convert
Completing Onboarding by converting a New Starter to an Employee Profile
OnboardingNew Starter: Reject
There may be instances where you may need to reject a New Starter during the onboarding stage.
OnboardingOnboarding: Overview
The Onboarding feature in StaffCircle is a great way to manage your prospective employees before they are formally onboarded. It is an efficient…
OnboardingPeople: Deactivate
We would recommend deactivating accounts as opposed to deletion as this retains the employee's historic information for reporting purposes.…
PeoplePeople: Delete
It is possible to delete a user from the platform entirely, however in almost all instances we would recommend deactivating the person instead.…
PeoplePeople: Overview
The people and groups area allows system administrators to add and remove people from the platform. There are two main views for the People area. The…
PeoplePeople: Update
This guide will detail how basic information can be updated for an employee. However other information such as skills, qualifications, absences…
PeopleHow to Add a 'Pension Scheme' Field to Employee Payroll Information
Easily add a 'Pension Scheme' free-text field to employee payroll by following these simple steps. Get started today!
People and GroupsHow to Manage Employee Leavers: Deactivate, Report & Archive
Set an employee's leave date and deactivate their account to remove access and celebration feed entries; find leavers in Insights > People report.
People and GroupsPeople Reports
StaffCircle provides you with a host of reports that allow you to dive in to your People data to access a wealth of information. You will find…
Reports & DashboardsPeople Stats: Dashboard
A snapshot of your most interactive Departments and People by the number of sentiment clicks number of likes and number of comments To view the…
Reports & DashboardsReport: Not Logged In
1. Click "MANAGE" 2. Click "People & Groups" 3. Click "REPORTS" 4. Click "Not Logged In" 5. Change the date range to see who's not logged in…
Reports & DashboardsSentiment Stats: Dashboard
In manage mode > People & Groups > Dashboard tab, a snapshot of sentiment on the left hand menu results for the week and month. To simplify the…
Reports & DashboardsThe Week: Dashboard
Showing a snapshot of login and sentiment activity for the week. To simplify the view of the graph press on to a stat category to exclude it from…
Reports & DashboardsThis Month: Dashboard
Showing a snapshot of login and sentiment activity for the month. To simplify the view of the graph press on to a stat category to exclude it from…
Reports & DashboardsRole: Assign to an Employee
You can assign a role to an employee when adding the employee to the platform, or by updating their employment information if the employee already…
RolesRoles: Add
Roles can be added to the platform either individually, or via the import tool. This guide will cover how they can be added individually. Navigate…
RolesRoles: Adding Role Progression
Before adding a progression route to a role, ensure the progression roles have been added as individual roles. Navigate to the People area of the…
RolesRoles: Configure
To remove a role, you will need to navigate to the People area of the platform in ADMINISTRATION mode. Then select the ROLES tab. 🚀 If you are…
RolesRoles: Delete
To remove a role, you will need to navigate to the People area of the platform in ADMINISTRATION mode. Then select the ROLES tab. 🚀 If you are…
RolesRoles: Overview
You can associate employee's with a role so that they can be quickly identified in the directory. Role can also be used to map out required skills…
RolesHow to Change a User's Security Group
Change a user's security group via Settings > Security & Data—select the group, edit "People" to add or remove users. Admin (Superuser) access…
Security & AccessAudit Log
The audit log located in Admin > Security & Data, allows you to track & find adds, changes, deletes and assignments in your StaffCircle. This is…
Security PermissionsDisplaying Dates Across The Platform
We currently store all dates entered into the platform as SQL datetime fields as UTC. This allows use to be able to display dates back to the user…
Security PermissionsSecurity Group Modules
The platform is split in to modules some of which have User functionality and some of which have Administration/manager functionality. You have…
Security PermissionsSecurity Groups Overview
Security Groups create the basis for how and what the user will view and interact with in the platform. Security Groups are completely…
Security PermissionsSecurity Permissions: People
This page covers the access changes that apply to each of the security permissions. Add allows access to go to Manage > People and click 'Add' in…
Security PermissionsSecurity Permissions: Training
This page covers the access changes that apply to each of the security permissions in the 'Training' section. When the security settings are…
Security Permissions