Adding Staff by Location

Modified on Tue, Mar 7, 2023 at 2:34 PM

When you are in an evaluator’s list of staff that they can view in their portal, one of the methods of assigning staff would be by Adding by Location.

In Staff Management under Evaluations > Setup > Evaluators and you click on the manage button to the right of the evaluator it will bring you to their list. Using the Add Staff by Location button.

When you choose by location, you can choose either the Entire District, or by a specific Location in the drop down.

Selecting the entire district will add any active staff in the system to this evaluator’s list regardless of who they are or where they are in the district.

The other option would be choosing a specific location, these locations are based on the Primary Location selected on the staff member’s Demographic screen.

REMINDER: WHEN ADDING BY LOCATION, THIS WILL ADD EVERYONE IN THAT LOCATION. IF YOU ARE WORKING ON A SUPERVISOR’S LIST IT WILL ADD THE PRINCIPAL AND ASSISTANT OR VICE PRINCIAPLS AS WELL. THESE INDIVIDUALS WILL NEED TO BE MANUALLY REMOVED SINCE THEY ARE ABOVE THE EVALUATOR IN QUESTION.

Once you choose the location, you will click the Add Button and it will add all the staff based on the selection made in the drop down.

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