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 & Administration