Overview

Staff Field Categories help organize information within Staff Profiles by grouping related fields into logical sections.

Categories make staff records easier to manage and allow institutions to structure employee information according to their operational requirements.

Examples of categories include:

• General Info
• School Info
• Address & Contact
• Certification Info
• Staff Vehicle

Institutions may also create custom categories for specialized staff information.

Accessing Staff Field Categories

To access Staff Field Categories:

Settings > Staff Settings > Staff Fields

The Categories panel is displayed on the left side of the screen.

How Categories Are Used in Staff Profiles

Staff Field Categories determine how information is organized and displayed within Staff Profiles.

Each category appears as a separate section within the staff profile.

This structure helps administrators quickly locate and manage different types of staff information.

For example:

• General Info may contain personal details.
• School Info may contain employment-related information.
• Certification Info may contain licenses and qualifications.
• Staff Vehicle may contain transportation-related information.

Why Use Categories?

Categories help institutions:

• Organize staff information logically
• Simplify profile management
• Improve data entry workflows
• Reduce profile clutter
• Support department-specific information collection
• Maintain consistent staff records

Without categories, staff profiles can become difficult to manage and navigate.

Adding a New Staff Field Category

To create a category:

1. Navigate to:
   
   

   Settings > Staff Settings > Staff Fields
2. Click:
   Add New Category
3. Enter:
   • Category Title
   • Sort Order
4. Click Submit

The new category will appear in the Categories panel.

Category Fields Explained

Category Title

The name used to identify the category.

Examples:

• Professional Licenses
• Emergency Information
• Department Details
• Payroll Information
• Equipment Assignment

Choose names that clearly describe the information stored within the category.

Sort Order

The Sort Order determines the position of the category within Staff Profiles.

Lower numbers appear first.

Example:

Proper ordering helps maintain a logical profile structure.

Editing a Category

To modify a category:

1. Locate the category in the Categories panel.
2. Click the edit icon.
3. Update the required information.
4. Save the changes.

The updated category name and order are reflected within Staff Profiles.

Deleting a Category

To remove a category:

1. Locate the category.
2. Click the delete icon.
3. Confirm the deletion.

Before deleting a category, ensure that any important custom fields or information associated with the category are no longer required.

Reordering Categories

Categories can be organized using the configured sort order.

Many institutions arrange categories based on:

• Hiring workflows
• Employee onboarding requirements
• Human resources processes
• Information frequently accessed by administrators

Examples of Custom Categories

Institutions commonly create categories such as:

• Professional Licenses
• Payroll Information
• Emergency Contacts
• Department Information
• Technology Assignments
• Equipment Tracking
• Staff Benefits

The categories used will vary according to institutional needs.

Best Practices

• Use clear and descriptive category names.
• Group related information together.
• Avoid duplicate categories.
• Maintain a consistent category structure.
• Review categories periodically for relevance.