Managing Staff Information

Managing Staff Information Overview

Discover how to manage staff information in iP. These guides cover staff settings, MIS integration, and Single Sign On, helping organisations maintain accurate staff records, streamline access, and improve system security

Settings

The dedicated area for all guides pertaining to staff settings.

MIS

Explore how to link your MIS to your iP account.

Single Sign On

Find out how to set up SSO for iP through ADFS, Azure, & Google.

How do I add and set up staff from the Staff Members screen?

Discover how to add and set up staff from the Staff Members screen, including entering details and configuring access for each team member.

How do I change staff details?

Learn how to change staff details, allowing you to update personal information, roles, and access settings for team members.

How do I set-up Multi-login?

Learn how to set up multi-login for staff, enabling secure access to the system from multiple devices or accounts.

How do I add, edit and delete evidence?

Learn how to add, edit, and delete evidence, allowing you to manage records and supporting documents for staff activities.

How do I filter and amend staff settings using the Staff Management screen?

Learn how to filter and amend staff settings using the Staff Management screen, making it easy to update multiple team members efficiently.

How do I link staff within a trust?

Learn how to link staff within a trust, connecting team members across schools for shared access and collaboration.

How do I add or amend my profile picture?

Find out how to add or amend your profile picture, personalising your account for easier identification within the system.

How do I reset my password?

Learn how to reset your password, allowing you to regain access to your account securely.

How to restore staff

Discover how to restore staff members, recovering previously removed accounts to continue tracking their information and activities.

How to import and export staff manually into the system

Learn how to manually import and export staff into the system, making it easy to add multiple team members or back up staff data.

Why do staff log in to a blank page?

Learn how to link staff within a trust, connecting team members across schools for shared access and collaboration.

Why is my portfolio not showing?

Find out what to do if a staff member’s portfolio is not showing, troubleshooting access and display issues in the system.

How do I change my password?

Learn how to change your password, ensuring your account remains secure and accessible only to you.

How do I set up and amend line managers?

Discover how to set up and amend line managers, ensuring staff have the correct reporting structure within your organisation.

How do I add staff as 'classroom observers' to monitor staff?

Find out how to add staff as classroom observers so they can monitor and record observations of other staff members.

How do I filter staff on the Staff Members screen?

Discover how to filter staff on the Staff Members screen, allowing you to quickly find and manage specific team members.

How do I update staff using import?

Find out how to update staff using import, allowing you to efficiently make bulk changes to staff information in the system.