- Add Staff — create a record manually with no login
- Invite User — create a record and send a login invitation at the same time
- Convert from Candidate — when a candidate is hired, their record carries across automatically
Adding a staff record without a login
From the Staff page, click Add Staff. Fill in the details:- Full name (required)
- Preferred name
- Email (required — used if you invite them later)
- Phone
- Job title
- Employment type — Full Time, Part Time, or Casual
- Start date
- Centre assignment — which centre(s) they work at, and which is their primary centre
Inviting a staff member to log in
If you want the staff member to have platform access, click Invite Later from their profile — or click Invite User from the Staff list to create a record and send an invitation in one step. Either way, an invitation email is sent with a link for them to set a password. Once they accept, their status changes to Active and they can log in. All data already entered on their record is preserved.What staff can see when they log in
Staff with a standard login can see their own training modules, policy acknowledgements, and any induction training assigned to them. They can’t see other staff records, HR data, or compliance management areas unless they have additional access permissions.Staff members who don’t need platform access — casual relievers, support staff — can have complete compliance records without ever being invited. Their records count towards compliance reporting the same as any other staff member.