View/record personal information

IT Manager Practice Admin

1. Search for the required member of staff, then from the Actions column, click Staff Details.
   

2. Select the Personal tab.
   

3. Select the Occupation, Gender and Marital Status from the lists. The options available are determined using categories which can be edited as required. See Set up categories.
4. Enter the Date of Birth and Social Securty No./National Insurance No.
5. Complete the spouse and next of kin information as required.
6. The Include in Mailing check box determines whether the staff member will receive and mailings that you issue and is selected by default.

Also see:

• Create a staff record
• Record leave/TOIL details
• Set up staff timesheet details
• View/record staff details
• View/record staff information