Keep a staff file up to date

1. Open Home, then Staff. Under Registers in this area, open Staff Files Register.
2. For someone new, tap Add a staff file (just Add on a phone). For someone already there, tap the three dots on their row, then Edit.
3. Fill in what you have: their role, start date, identity, right to work, DBS, references and the rest of the pre-employment checks.
4. Tap Save.

The Safe Recruitment page counts its checks from these files, so it is only as right as they are.

When it’s done

The row shows what is complete, and anything still outstanding is listed as waiting.

If it doesn’t work

• You can’t open Staff Files Register: it’s for the Owner and Managers, because it holds personal details.
• It says Failed to update row: someone else saved it at the same moment. Reload and make your change again.
• A date won’t save: use the date picker, or type it as DD/MM/YYYY.