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Changes for page Assign Staff

Last modified by David Stadnyk on 2026/05/06 16:33
From version 10.1
edited by David Stadnyk
on 2026/05/06 16:32
Change comment: Uploaded new attachment "1778085176659-811.png", version {1}
To version 6.1
edited by Isaac Mejia
on 2026/02/05 15:21
Change comment: There is no comment for this version

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2 2  
3 3  = Assign Staff =
4 4  
5 -Staff members must be assigned to a schedule before they can be selected as an option on that schedule.
5 + Assign Staff
6 6  
7 -----
7 +
8 8  
9 -== Navigating to Staff Assignment ==
9 +Staff members must be assigned to a schedule in order to be one of the selections on that specific schedule
10 10  
11 -1. Click **Setup** in the left-hand navigation sidebar.
12 -1. Click **Staff**.[[image:1778085115303-469.png||height="201" width="443"]]
11 +Click **Setup**
13 13  
14 -This opens the **Select Staff** page, which displays a list of all staff members with the following columns: ID, First Name, Last Name, and Email.
13 +* Click **Staff**
15 15  
16 -The list can be filtered using the search bar at the top:
15 +[[image:kb-1484292803-1487438524-1.png]]
17 17  
18 -* **Keyword** – Search by name or email.
19 -* **Schedules** – Filter the staff list to show only those assigned to a specific schedule. Defaults to //All//.
20 -* **Status** – Filter by active/inactive status. Defaults to //Active//.
17 +* Tick the box next to the trainer(s) you want to assign to a schedule
21 21  
22 -Click **Search** to apply filters.
19 +* Select the **Schedule** from the drop-down box
23 23  
24 -----
21 +* Click **Assign Staff**
25 25  
26 -== Assigning Staff to a Schedule ==
23 +[[image:kb-1484292803-1487438530-1.png]]
27 27  
28 -1. Tick the checkbox next to each staff member you want to assign.
29 -1. At the bottom of the page, select the target schedule from the **Schedule** dropdown.
30 -1. Click **Assign Staff** to complete the assignment.
31 -
32 -----
33 -
34 -== Removing Staff from a Schedule ==
35 -
36 -To remove staff from a schedule, tick the checkbox next to the relevant staff members, select the schedule from the **Schedule** dropdown, and click **Remove From Schedule**.
37 -
38 38  {{include reference="KBSupportCTA.WebHome"/}}
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