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Editing Staff Profiles

Want to edit a staff member's or even a whole department's profile? Read on to find out how to do this below!

This process requires Admin or Manager access. If you are unable to complete any of the steps, please check with your Admin. Also, make sure you have been assigned to the Department or Activity that the Staff member is assigned to, or else you may not be able to view them.

First, go to the Staff List in the left sidebar. Then, choose which steps you want to follow, depending on whether you want to edit one staff profile, multiple profiles, or all of them.

To edit one Staff Profile:

  1. Go to Staff List.

  2. Click on the Name of the user you want to edit to open their profile.

  3. Click on the Edit/Pencil icon (bottom right) in each corresponding section to edit. Details that can be edited include:

  • User Type

  • Activities

  • Role

  • Timesheet details

  • WWCC details.

4. Complete your edit and Save (bottom right).

To edit and bulk update multiple Staff Profiles:

  1. Use the filters to select the Users you want to edit.

  2. Select More (top right) > Choose Bulk edit users from the dropdown menu.

  3. A spreadsheet view of all users will be shown, where you can edit the staff details (remember to scroll across as columns extend to the right).

  4. When complete, scroll down and click Save (bottom middle).

Top Tip: You can bulk update WWCC Numbers, Expiry Dates, and now Departments and Activities assigned to staff! Take a look at how to bulk edit Activities and Departments for staff profiles below:

How can I bulk edit a column in this spreadsheet?

Sometimes, you want to bulk edit all the information contained in a spreadsheet column, for example, changing Deactivated from No to Yes. To do this:

  1. Click on the cell you want to start the edit from, e.g. Deactivated cell 1.

  2. Edit the cell, e.g. from No to Yes.

  3. You will see a square icon on the lower right-hand side of the cell.

  4. Click on the square and drag down to the cells beneath.

Note: You can not bulk-edit 'Paid on Timesheets' settings. They must be individually updated in each user's profile. See below for instructions on how to disable 'Paid on Timesheets' for staff.

How do I disable Paid on Timesheets for staff?

Finance Admins have permission to edit Paid on Timesheets.

There are two ways to disable staff from being paid using Clipboard Timesheets, thereby disabling Timesheets from automatically generating for them.

You can do this in Settings > Timesheets > Staff. Untick the Paid on Timesheets boxes for the particular staff member and their Activity.

OR

In the Staff List.

  1. Select the staff member’s profile.

  2. Go to Timesheet Details.

  3. Select Edit and untick Paid on Timesheets Default. You can choose which Activities to untick.

  4. Then, Save.


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