# Staff Management

# Description

This document outlines the procedures for creating staff members, viewing and editing their details, and managing their statuses within the system.

# Create Staff

  1. Access Staff Management
  • Navigate to the Staff Management section.
  1. Initiate Staff Addition
  • Click on the "Add Staff" button.
  1. Fill Required Information
  • Complete all required fields in the staff information form.
  1. Submit Staff Information
  • Click the "Create" button to finalize the addition of the staff member.
  1. Confirmation of Creation
  • A confirmation message will be displayed indicating that the staff member has been created successfully.

# View Staff and Edit Details

  1. Access Staff Details
  • Click on the staff name to view their detailed information.
  1. Review Staff Details
  • Review the displayed staff details for accuracy.
  1. Edit Staff Information
  • Click the "Edit" button if any changes are necessary.
  1. Save Changes
  • Modify the required information and click the "Save" button to apply changes.
  1. Change Pincode
  • Click on "Change Pincode" if you want to update the staff member's pincode.
  • Enter the new pincode and re-enter it for confirmation.
  • Check the checkbox if you want to send the new pincode to the staff's registered email.
  • Click "Create" to finalize the pincode change.

# View Staff List and Change Status

  1. Access Staff List
  • Navigate to the Staff List section, where staff members are displayed with their respective statuses: Active, Inactive, and Archived.
  1. Perform Actions Based on Staff Status
  • Click on the three-dot menu in each row to reveal available actions for each staff member based on their current status.
  1. Actions per Status:
  • Active: Options are View, Edit, Deactivate Staff, Archive Staff, and Delete.
    • Click on "Deactivate Staff" and confirm by clicking the "Deactivate Staff" button in the confirmation dialog.
    • Click on "Archive Staff" and confirm by clicking the "Archive Staff" button in the confirmation dialog.
  • Inactive: Options are View, Edit, Reactivate, and Delete.
    • Click on "Reactivate" and confirm by clicking the "Reactivate" button in the confirmation dialog.
  • Archived: Options are View, Edit, Change to Active, and Delete.
    • Click on "Change to Active" and confirm by clicking the "Change to Active" button in the confirmation dialog.
  1. Change store
  • Click on "Change Store" button in the three-dot menu
  • Search by storename in the dropdown list
  • Select store in the drop-down list
  • Click OK button to confirm the change

# Conclusion

This document provides a structured approach for managing staff members, including their creation, detail editing, and status changes, ensuring efficient staff administration within the system.

# Screen flow

Add staff
Add staff
Fill and Create
Fill and Create
View staff
View staff
Edit staff or change PIN code
Edit staff or change PIN code
Edit staff and Save
Edit staff and Save
Change PIN code
Change PIN code
Action by status
Action by status
Select Store to Change
Select Store to Change
Confirm the change
Confirm the change
Confirmation dialog for other actions
Confirmation dialog for other actions