This help guide will explain how to access, manage, and navigate Staff Profiles in Tanda. We will start by explaining what Staff Profiles are and how to access them before walking you step-by-step through each tab of a typical Staff Profile.

By default, every employee in Tanda has a Staff Profile, which houses essential information such as Personal Details, Pay Conditions, Leave Balances, Performance Reviews, Emergency Contact Information, and much more.

Staff Profiles are effectively an employee's 'home page' in Tanda. If you are looking for information about a particular employee or need to update an employee's information, their Staff Profile should be your first port of call.

Additionally, this is the place to set an employee's permission levels, manage their Pay Conditions, and deactivate an employee (more on this below).

To access an employee's Staff Profile, navigate to the main Staff List page via Workforce > Staff.

Then, simply click on an employee's name to access their Staff Profile. For example:

For the remainder of this help guide, we will discuss each tab of a typical Staff Profile, starting with the Personal tab.

When you navigate to a Staff Profile, you will automatically land on the Personal tab, which houses an employee's Personal Details, Teams, and Emergency Contacts.

As the name suggests, this section contains an employee's personal details, including their name, email, address, date of birth, and employment start/end dates.

This page also contains an employee's time clock password and an 'Email Clock-In Details' button in case the employee forgets it.

An employee's Personal Details are used in many areas throughout Tanda. For example, an employee's Start Date is used to calculate Long Service Leave entitlements (among other things), while their Date of Birth is used to calculate pay raises in many Award Templates.

Accordingly, it is best practice to ensure the details entered in this section are current and up to date.

You can also update an employee's Permission Level(s) on this page by using the tick boxes on the right.

For more details, please see our help guides 'Assign Permissions to Staff' and 'Customise Permission Levels.

On this page, you can define which Teams an employee is a member of and which teams they manage (if applicable).

To add an employee to a team, select a team from the dropdown menu, tick the box, and select 'Update Teams.'

Additionally, you can set an employee's Default Payroll Team on this page (e.g., which team an employee primarily works in for payroll purposes). This setting is used throughout Tanda, so please ensure these details are accurate.

At the bottom of the page, you will see a table summarising which teams an employee is a member or manager of.

To learn more, please see our Teams and Locations help guide.

This section contains an employee's emergency contact information. You can edit this using the 'Edit Emergency Contact' button or add a new contact by selecting + New Emergency Contact.

To remove an emergency contact, select the arrow next to 'Edit Emergency Contact' and click 'Remove Contact.'

The option to deactivate an employee's profile appears at the bottom right of the Personal tab of that employee's profile.

If an employee is leaving your company and you need to deactivate their profile, click this button. Note that you can reactivate an employee's profile later if required.

See our Deactivate a Staff Profile help guide for more details.

Pay Conditions define how an employee is paid throughout Tanda, influencing Rosters, Timesheets, Payroll, Leave, and much more. These are critical to ensure employees are paid accurately.

Select 'Edit Pay Conditions' to update an employee's pay conditions. Then, select when you want the changes to take effect, make the necessary changes, and click 'Confirm Changes.'

Please see our Managing Employee Pay Conditions help guide for a full explanation of this tab.

You can manage an employee's preferred weekly hours and Pay Period in the Pay Configuration tab.

You can also define an employee's Overtime Averaging Period. Learn more in our Overtime Averaging in our help guide.

This page displays all the Award Rules that apply to that particular employee, including the associated pay rates. Click 'View' for more details on that Award Rule.

If you have an issue with an employee's leave not applying correctly (or another Award Rule not applying), we recommend first navigating to this page to diagnose the problem. If that doesn't resolve things, please contact support@tanda.co for further assistance.

Please see our Create Custom Award Rules help guide for more details.

Tanda's Wage Compare feature compares what an employee actually earned with what they would have earned under a different pay classification.

Click + Add Wage Comparison to create a new one, then follow the prompts to input the appropriate details.

You can learn more in our Wage Compare help guide.

Tanda's Casual Conversion feature can identify casual employees who may be suitable for conversion to a permanent employment type.

Select + New to create a new casual conversion event, then follow the prompts to input the appropriate details.

Learn more in our Casual Conversion help guide. You can also access this resource from Fair Work Australia for more details about casual conversion.

This section of the Staff Profile relates to an employee's timesheets, rosters, and general attendance.

On this page, you can see all of an employee's Timesheets, including the hours, cost, and Timesheet status. Click on the Timesheet dates to see the full details for that Timesheet.

You can also download an employee's Timesheets via the 'Download Timesheets' button.

Learn more in our Timesheets help guide.

This page provides the full details of an employee's rosters, including shift length, creation date, acceptance status, and more.

The 'Employee History' tab at the bottom of the page lets you view an entire audit history of the employee's rosters.

View all of an employee's clock-ins on this page. Click on the 'Time Clock' link to view additional details about that clock-in.

The 'Employee History' tab at the bottom of the page allows you to view a full audit of the employee's clock-in history.

See our Clock Ins help guide for more details.

Employees can navigate to this page to create a new leave request or view an existing one. Simply select + Create New Leave Request to apply for leave or 'View Request' to view the details of an existing leave request. You can also see the status of a leave request (e.g. Pending or Approved).

For more details, see our Leave and Unavailability help guide.

Employees can navigate to this page to view and manage their existing Unavailability requests, including details on the request status and whether the unavailability request repeats.

To submit a new Unavailability request, navigate to Time & Attendance > Unavailability.

For more details, see our Leave and Unavailability help guide.

Employees can view their existing leave balances on this page.

Learn more in our Managing Leave Balances help guide.

This tab houses information about an employee's payroll details, including:

Click either + Add or Delete to edit these details.

Learn more in our Payroll Details help guide.

Access and update details about an employee's Tax Information on this page.

See our Understanding Tax Declaration Fields help guide for more details.

This tab houses details about an employee's opening balances for:

This tab houses all of an employee's payslips, along with the option to 'Download All.' Click on a payslip to view more details.

For more details, see our Run Payroll help guide.

Navigate to this tab to manage an employee's long service leave accrual and balances.

To learn more, please see our Long Service Leave help guide.

The Hire & Onboard tab shows an employee's onboarding status and responses to custom onboarding questions you may have configured. You will also see the option to send the employee an onboarding email.

Learn more in our Completing Employee Onboarding help guide.

On this page, you will see any contracts or documents that apply to that employee. You will also see whether that contract has been signed or is pending, and the option to view or withdraw the contract.

Learn more in our Contracts and Documents help guide.

This tab allows you to view and manage an employee's qualifications. Click + Add Qualification to configure a new qualification for that employee.

You will also see any training assigned to that employee, along with the training status, the employee's score on that training, and the option to view more details.

Learn more in our Qualifications and Training help guides.

Navigate to this tab to view any Performance Reviews or Warnings for that employee. Click view to see more details.

Learn more in our Warnings and Performance Reviews help guides.

This tab houses any forms associated with that employee (e.g. a uniform order form).

Learn more in our Forms help guide.

This tab houses any notes or files associated with that employee. For instance, a manager may attach a note for the employee to review.

This tab details any incidents the employee may have been involved in, including details on the severity and more.

Learn more in our Incidents help guide.

If you elect to use this feature, the Attendance Points tab contains all the necessary information to report on an employee's attendance.

Learn more in our Points Based Attendance help guide.