Before starting new reviews, ensure your staff list is accurate:
Staff who have left should be removed or made inactive
New staff should be added and active
Active - Can log in and access the system
Inactive - Temporarily not using the system (e.g., maternity leave)
Removed - Left the organisation, but can be restored
Permanently Removed - Fully deleted (cannot be recovered)
Go to Users then select Staff Members
Find the staff member (use filters/search if needed)
Click the edit pencil
Untick the Active checkbox
Click Save
To make them active again, repeat the steps and tick Active.
Go to Users then select Staff Members
Click the bin icon next to the staff member
Enter a reason for removal
(Optional) Tick Permanently Remove (only for GDPR purposes)
Confirm the action
Go to Users then select Staff Members
Click the Restore button (top right)
Find the staff member
Click the Restore icon
The staff member will return with all previous data.
If your system is linked to an MIS or Active Directory, staff should sync automatically.
Go to Users then select Staff Members
Click Add Staff
Complete mandatory fields (highlighted in yellow), including:
Name
Login Name (often email)
Add recommended details (can be completed later):
Job Title
Line Manager
User Rights
Click Save
You can edit and complete additional details later using the edit pencil.
Add/remove staff in your MIS system
In the platform, go to Users then select Staff Management
Click Sync
Review imported staff in Staff Members
Edit any additional fields if required and Save
Ensure all staff have:
A job title
A line manager
Correct user rights
Avoid permanent deletion unless required for GDPR
Check staff data before starting reviews to prevent issues