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      Profiles - Member Tab

      Please note this Profile tab has a few areas that you can access from Quick Links as well.

      This is for Recruitment Use, where you are able to enter a new member into the system by bypassing the recruitment process - please refer to this How to create a New Member

      This is how you can access a member’s personal card, which shows a summary of their profile.

      You are also able to access this under Quick Links - 'Personnel Card'

      This is where you are able to search for a member (inactive or active) to be taken to their Member Details Screen.

      Availability

      This is how you can access a member’s availability, which shows a summary of casual or permanent avails

      You are also able to access this under Quick Links - 'Availability'.

      Preferences

      This is where you are able to search for a member and review their Preferences, this is used in the Member Allocations. Please see the below screenshots for an example.

      Contact Member

       

      This takes you to our Contact Member Page, and you are able to SMS/email or assign Xeople sign documents to single or multiple members at the one time

      This gets updated into their contact log as well.

      Quick Compliance Update

      This is where you can do a quick compliance update per member and update key expiry dates or reference numbers.

      Members Registrations Update Utility

      This is where you can update all registrations (APHRA) at once using this template