Staff - Edit

This guide provides information about the fields on the staff edit page. This page is located in Tempora in Admin > User Accounts > Staff > (staff name) > Edit.

This page allows you to update staff members information.

If you have additional questions about these fields please use the Submit a request button at the top right of this page to contact our team for help. Alternatively, Click Here for a step-by-step staff edit guide.

Staff Information Section
This section contains basic information for the staff member, the most commonly updated fields are Known As and Business Email.

Last Name
This field sets the staff member's last name.

First Name
This field sets the staff member's first name.

Login Code
This code can be used to login into Tempora as well as the Business Email address.

Known As
This field sets the staff member's name to be shown in time entry, admin, and reports.

Joining Date
This field sets the date the staff member joined your company, this is also the date they can record time from. 

Leaving Date
This field sets the date the staff member left your company, when that date is reached or exceeded the staff member's account will be deactivated. All associated data will be preserved and the account can be reactivated by removing this date. 

Last Posted Timesheet
This field sets the last timesheet a staff member posted. 

External Ref.
This field sets the staff member's external reference code, this code must be unique and is often used for matching data in other systems.

Account Code
This field sets the staff member's account code, this code does not need to be unique and is often used for matching data in other systems.

Business Email
This field sets the staff member's email address, this address can be used to log in to Tempora and is where all email notifications will be sent.

Enable Two Factor Authentication
Adding a tick to this checkbox will require the user to use 2FA when logging in to Tempora. 

Exclude from late timesheet email
Adding a tick to this checkbox will prevent the late timesheet email from being sent to this user

Email 2FA Code
This button emails a 2FA QR code to the user's email address. This QR code is used to set up 2FA authentication.

Staff Rates Section
This section contains rate information for the staff member, the most commonly updated fields are Department and Std Hours.

Add New
This button can be used to add a new staff rate. New rates are often added when a user's job role changes, adding a new rate will retain their previous rate for historic data for reporting.

Staff Rate Display - Basic
This button sets the staff rate section to display in the basic view with fewer options for quick edits. 

Staff Rate Display - Advanced 
This button sets the staff rate section to display in the advanced view with more options for rate changes.

Office
This field sets the office the user is working at for the selected rate. 

Department
This field sets the user's department for the selected rate. 

Job Title
This field sets the user's job title for the selected rate. 

Effective From
This field sets the start date for the selected rate. 

Effective To
This field sets the end date for the selected rate, for the user's current rate this is usually left blank so the rate has no endpoint. 

Description
This field provides a description of the rate, this is often used to provide information about why the rate was added. This field will be displayed if advanced is selected for Staff Rate Display. 

Salary
This field sets the staff member's salary, this is an information field as is not used in calculations. 

Rate
This field sets the employment cost of this staff member per hour for the selected rate. This field will be displayed if advanced is selected for Staff Rate Display. 

Std Hours
This field sets the minimum number of hours the staff member should complete per week for the selected rate. 

Working Week
These checkboxes set the working days for the select rate. Non-working days are shown as grey in the staff member's holiday calendar. This field will be displayed if advanced is selected for Staff Rate Display. 

Staff Additional Details 
This section contains additional information for the staff member

Net Login
The staff member's net login is used to link their account to the Tempora prompt.

Notes
This field is used to store any additional information about the staff member's account.