Creating and sending staff data collection sheets

There are three methods for collecting data for staff in Arbor (aside from asking them directly and updating the data).

  1. Download a staff profile to give to a staff member to check their details. Just click the green Download/Print... button on the right-hand side of their Staff Profile.
  2. Create a form (such as in Google) and send staff the link to the form through a Mail Merge email.
  3. Create a report pre-filled with the data you already have to generate letters or emails you can give to staff to check their details. You can see the full process for this below.
Step 1 - Create your custom report

Go to School > Custom Report Writer and click the green button to Create new report.

Screenshot_2020-09-07_at_09.10.11.png

 

Add a name and select that your report is about Staff.

Screenshot_2020-09-07_at_09.11.54.png

 

Select your date range to look at staff between. Top tip: set the date as Today to exclude any staff who have left or not yet started.

Screenshot_2020-09-07_at_09.12.30.png

 

In step 3, search for any columns you want to add to your report, then drag and drop it onto the right-hand side. You can also click and drag to reorder the columns.

Screenshot_2020-09-07_at_10.53.59.png

 

Click Skip setup wizard and Save and View report to see your current staff details report.

Screenshot_2020-09-07_at_11.30.13.png  

Step 2 - Create your letter or email template

Go to School > Communications > Templates > Letters/Email and click +Add to set up a new letter or email template. Choose the Custom Report option.

Screenshot_2020-09-07_at_16.01.26.png

 

Choose your staff data collection report you just set up.

Screenshot_2020-09-07_at_16.02.16.png

 

You'll be taken to the email or letter creation page.

Create your message and insert merge fields of the fields you used in your report. This will enable staff to check the information you hold or flag it to you if it's blank.

Then click the green button to save your template.

Screenshot_2020-09-07_at_16.05.35.png

Step 3 - Set up your mail merge using your custom report data

Go to School > Communications > Email/Letter > New Mail Merge. Click the Load Email template button to select your template.

Screenshot_2020-09-07_at_16.09.27.png

 

In the To field, select the people who were included in your custom report, then click to Proceed.

Screenshot_2020-09-07_at_16.11.00.png

 

You can then check a few emails and generate the message. Remember, you must print out and manually give out or send letters.

Screenshot_2020-09-07_at_16.17.19.png

 

 

0 out of 0 found this helpful
I'm still stuck!

Comments

0 comments

Please sign in to leave a comment.