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Open People & Access → Import Staff. Staff records are used by timetable allocation, availability checks and the staff portal.

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Staff fields

  • Name — the label shown in schedules and coordinator views.
  • Email — used to identify and invite the person to the staff portal.
  • Active — controls whether the record is treated as currently available for normal use.
  • Employment hours per week — capacity context for planning.
  • Working days — weekdays on which the staff member can normally be allocated.
1

Create or import records

Add staff individually, import from LISS where offered, or use the reviewed CSV workflow.
2

Verify email addresses

Correct work email addresses before sending portal links. An invitation sent to the wrong address should be treated as an access issue.
3

Set working pattern

Select each normal working day and record weekly employment hours.
4

Link accounts

Link the staff record to the correct available SupportWise account where the page offers a linkable user.
5

Send portal invitations

Select one or more eligible staff and use Invite or Send invite. Test with a small group before inviting everyone.

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Portal readiness

A staff member needs an active record, a usable email and a valid account link/assignment to reach the staff portal. Search and directory filters help identify records that can be invited.
Deactivating a staff record or changing working days can affect availability in planning views. Review upcoming allocations before changing an established record.
Screenshot placeholder SW-016: Support Staff directory showing working days, hours, portal status and invitation selection.