The Staff Documents function allows you to store documents and photos on staff members' profiles, such as ID copies, birth certificates, proof of residence and immunisation cards. The system keeps an audit trail of who uploaded a document and when.

My School > People > Staff > Staff: Staff Documents

How do I upload a document?

1. Use the Search bar to find the specific staff member.

2. Click Choose File, select the file and click Upload file.

3. The system stores the user's name, date and time automatically.

How do I filter and manage records?

• Status: Switch between Current or Departed staff members.

• Type: Filter to a specific document category.

• Show: Identify staff members without a required document.

• View/Download: Click on the title link to open the document.

• Remove: Click Remove next to the document to delete it.

How do I create document types?

Go to My School > System > General > Documents: Document Types. Only one document can be uploaded per type per person. Use numbered types if several similar documents are needed. Duplicate names are not allowed.

Frequently asked questions

Who has access to upload staff documents?

The right 1.2. Staff Administration is required. Document types are managed by 1.1. School Administration. Learner Overview documents require a separate Documents right on the Learner Overview profile.

Why can I not upload a second document of the same type?

The system limits each category to a single file per person. Create numbered document types (e.g. Certificate 1, Certificate 2) if several versions are needed.

Can I export the list of staff documents to Excel?

Yes, if you have Excel export rights on your user profile. The export button will be visible on the Staff Documents screen.