Adding Staff to or Removing Staff from a Pool via the Staff Record

It is possible to add Staff to or remove Staff from a Pool via the Staff record. This is a useful option if it is necessary either to add a new Staff member or to maintain an existing Staff member after the initial setup of Staff Pools.

This functionality must first be enabled in Custom Forms Management, as described in Enable Staff Pools on Staff Records.

To add a Staff member to a Staff Pool:

1. Open the Staff record in Star PDM.

2. On the Staff Pools tab, click Add.

   The tab may have been given a different name in your setup.

   The Staff Pool Selection window is displayed.

   

3. For each Staff Pool to which you want to add the Staff member, select the checkbox in the Selected column.

4. Click Save and Close.

   The Pools you selected are added to the Staff Pools tab.

   

5. If you want a Pool to be excluded from future search results, select the Hidden checkbox.

   Staff Pools cannot be deleted once thy are referenced in existing data, so the Hidden setting allows a Pool to be excluded from searches if it is no longer relevant.

To remove the Staff member from a Staff Pool:

1. In the Staff Pools tab, select the relevant Pool.

   Multiple-selection is not supported in this grid.

2. Click Delete.

3. You are prompted for confirmation. Click OK.

   The Pool(s) you selected are removed from the Staff Pools tab.