Staff

Records must be searched to see if staff member is in the system already before adding a new staff member. This is to prevent duplicate records from being created.

• Click .

• Enter Last Name, First Name.

• Click Gender and select.

• Click  or press ENTER.

If no record is found, a message from webpage displays, No Staffs Were Found.

• Click  to close.

• Click . Staff Find screen displays.

• Enter Last Name, First Name.

• Click Gender and select.

• Click .

• Staff screen (Add) displays, with criteria entered.

• Green fields are mandatory.  

• Enter Middle Name and Suffix, if appropriate.

• Click Type and select staff category.  This list may be customized by district.

• Click Assign to School and select another school if appropriate. Default is staff assignment to school in focus.

• Enter Abbreviated Name for staff that is used in some reports.

• Enter Social Security Number, if necessary.

Depending on configuration of badge number in District Setup screen, Synergy SIS may have been set up to auto-generate a Badge Number. If so, it cannot be edited.

• Enter Badge Number manually, if appropriate. Badge numbers should be unique for each staff member.

• Enter State ID for staff if state requires that staff records be uploaded.

• Enter Job Title.

• Enter E-mail address.

• Enter Birth Date (MMDDYY) or click  and select date.

• Enter Birth Place.

• Click Highest Education Level and select. This list may be customized by district.

• Check all Role Types that apply.

• Conference checked means staff name will display in Staff Name in Student Conference screen.

Discipline checked means staff name will display in Staff Name in Discipline-related views.

Health checked means staff name will display in Staff Name in Health-related views.  

Audiology checked means staff name will display in Staff Name on Hearing tab of Health Screen screen.

• Click Hispanic/Latino and select appropriate.  

• Check Race that apply.

• Enter Home Address.

• Enter Mail Address, if different.

• Click on Phone Numbers bar.  A new line is added to grid.

• Check Primary to indicate staff member’s primary phone.  

• Click Type and select.

• Enter Phone number.

• Enter Extension, if needed.  

• Check Contact if phone number can be used to contact staff.

• Check Not Listed if phone number is not listed in phone directory.

• Click Default Position Status and select contract type.

• Click Default Job Class and select.

• Click Default Assignment Type and select. This list may be customized by district.

• Enter FTE, or full-time equivalent. This is a value of time staff is scheduled to work. Use a number no more than two places past decimal point.  

• Check District Personnel if staff member is assigned to district and does not have a school-specific designation.

• Enter number of Years in District.

• Enter number of Years in Educational Service. These years may be updated for all staff on District Setup screen annually.

• Click ELL Indicator and select if staff member is eligible to teach in ELL program.

• Click Language of Instruction and select.

• Click on Default Support Type bar if staff member is in a support/administrative role.  A new line is added to grid.

• Click Support Type and select. This list may be customized by district.

• Enter Former Name (such as a maiden name) if staff member was previously known under a different name.

• Click on Employment History bar to record details of prior employment. A new line is added to grid.

• Enter Hire Date (MMDDYY) or click  and select date.

• Enter Exit Date (MMDDYY) or click  and select date.

• Enter JobCode, if appropriate. This list may be customized by district.

• Click .