Staff Hub - Records

If you have been given the necessary permissions, you can access and view any already existing records on your WhosOff account, by doing the following;

• Click on Staff Hub on the Left Hand menu
• Click on Records
• On the resulting page you will have some filter options available to access. This allows you to display the required information, as well as offering the option to Export / Print the data shown on screen.
  • Category - Select which category you would like to view information from
  • Status - Select the status of the records you would like to see;
    • Complete
    • Overdue/Expired
    • Active
    • Due
  • Handler* - You can choose to filter records by the Handler assigned to them
  • Date Range** - Select which dates you would like to cover in the data capture
  • Type - Select who you would like to view the data for i.e. Company, a Department etc.
  • Sort By - Choose your desired sorting option

• Staff Member - Select the staff member you want to create a Record for
• Handler - Select who you would like the Handler of this record to be
• Category - Choose the relevant category that this record belongs to
• Reference - Enter a reference for this record, this could be a document no. or even just the staff members Staff Code / Employee ID no.
• Start Date - Choose the start date for this specific record
• Due Date - Select the date this record is due to be completed by
• Send Reminder* - Choose to send a reminder via Email to the Staff, Handler or Both (the date the reminder is sent is based on the Action Days specified on the Category)
• File location / linked document - This can be useful for inserting a link / name of a document that is stored outside of WhosOff, but is still relevant to the record, allowing for quicker access to the necessary document(s).
• Notes - Enter any notes that are relevant to the record
• Completed Date - Enter the completed date for this record (if not yet complete, don't populate this date until it has been completed)
• Then click Add

Don't forget that access to this area can be restricted as much as you need, in terms of who can access the information either as Read-Only or Read/Write access, but also who individuals are allowed to see within this area, you can view this further within the Staff Hub - Settings article.