How do I find staff without a Business Role or an expiring business role?

Any staff members without a Business Role won't be able to log into Arbor. There are two ways you can check for any staff who don't have a Business Role.

Current staff whose Business Roles will expire by a specific date

You can create a custom report to show you which staff have at least one active business role today but will not have an active role anymore on a specific date, like the start of the new school year.

Follow the instructions in this series to create a new report: Creating bespoke reports in the Custom Report Writer

• In Step 1, set the report focus as Staff and set the date range to Today.

• In Step 2, set the date range to Today.

• Optional: In Step 3, add a column for Business role with date range Today if you want to see what roles each staff member has at the moment. 
   
• Skip to Step 6 and select the Business Roles filter, and click Set Parameters. 
  
  
  
  In the date range on the slide-over, set which day you want to check (i.e. the day you are checking if a role has expired by or not, for example, September 1st).
   
• Skip the rest of the setup and view your report to see a list of staff members who still have at least one active role today, but will not have an active role on the date you selected in the filter.

Staff who used to have a Business Role

Follow the instructions in this article to create a new report: Creating bespoke reports in the Custom Report Writer

Select that the report is about Staff, and set the date range as last year.

Add a column for Business Role and set the date to Today.

Skip the rest of the setup, then add a filter for Business Role. Set the date as Today, and select Is empty/blank.

You can then identify any staff that had a role last year but don't this year. If they've not left your school, you can assign them a role using these instructions: Adding a Business Role to a member of staff

Any staff without a Business Role

Go to School > All Staff > Browse Staff and put it into list view. Click into the filters and select All Staff.

Top Tip:

Click the Business Roles column header to sort all your blanks to the top. If they've not left your school, you can assign them a role using these instructions: Adding a Business Role to a member of staff

Top Tip: You might need to go through each page on that screen due to the way that sorting works on tables in Arbor.