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Staff directory

Product Team avatar
Written by Product Team
Updated over a week ago

What is the Staff directory?

The Staff directory allows you to view and manage school employees. From this central hub, you can update personal details, manage contracts, configure access permissions, and send password reset links to staff.

Please note: The appearance and functionality of this area will differ depending on whether your school uses the Satchel One Learning Platform or the Satchel One MIS.

  • If you're using the Satchel One MIS , all staff data can be managed directly within Satchel One.

  • If you're importing data from a separate MIS, fewer sections will be available; updates should be made in your MIS and will sync into Satchel One during the next scheduled import.

View Staff directory

πŸ”’ The actions within this section are controlled by the Staff directory permission.

To access the directory, go to Tools > Staff > Staff directory.

Filter staff

Use the search bar to locate staff by name. You can choose to include members of staff who are:

  • Current - Have an active contract

  • Former - Their previous contracts have expired

  • Future - They have a contract with a future start date

  • Other - There are no contract information available

For more filtering options, click More Filters, where you can refine results by:

  • Site access: Not invited, Have site access, Disabled

  • Type: Teaching, Non-teaching.

Actions

πŸ”’ The actions within this section are controlled by the Staff portal invites permission.

You can select one or multiple staff members on the directory and apply changes in bulk:

  1. Select all staff on the current page

  2. Expand the selection to all staff matching your filters

  3. Clear the section

The available actions are:

  • Send password link - Invite new colleagues or help existing users recover passwords. Sending a password link automatically updates Site access.

  • Enable / Disable access - Block or re-enable site access en-masse.


Staff profile

The actions within this section are controlled by the Staff profile permission.

πŸ”’ The actions within this section are controlled by the Staff profile permission.

Click View on any contact to access their full profile.

Use the Jump to section links on the right hand side to easily access any of the staff profile sections.

Profile card

πŸ”’ The actions within this section are controlled by the Staff photos and Staff portal invites permissions.

  • Add or remove profile pictures

  • Send password link from the options menu ( β«Ά )

Personal details

πŸ”’ The actions within this section are controlled by the Staff names permission.

  • Title

  • Legal and preferred names

  • Pronouns

Identity

πŸ”’ The actions within this section are controlled by multiple permissions: Staff gender, Staff date of birth, Staff nationality, Staff code, National insurance number.

  • Sex

  • Gender identity

  • Date of birth

  • Nationality

  • Staff code

  • National insurance

Contact details

πŸ”’ The actions within this section are controlled by multiple permissions: Staff email address, Staff personal contact details, Staff home address

  • Email - The primary email address is used to log in

  • Additional email - Secondary address for communication purposes

  • Mobile phone

  • Home phone

  • Home address

Absences

πŸ”’ The actions within this section are controlled by the Staff absences permission.

View previous absences for a member of staff and record a new absence by clicking βž•.

Professional details

πŸ”’ The actions within this section are controlled by the Staff professional details permission.

  • Teaching staff - Yes / No

  • Teacher number - Required for teaching staff that are included in census returns

  • Teacher status - e.g. QTS, HTLA

  • Senior Leadership Team- Yes / No

  • Governor - Yes / No

  • Include in SWF census - Yes/No

Qualifications

πŸ”’ The actions within this section are controlled by the Staff qualifications permission.

View existing qualifications and add new ones to the list by clicking βž•.

Contracts and SLAs

πŸ”’ The actions within this section are controlled by the Staff contracts permission.

View current and expired contracts, and add new ones by clicking βž•.

Each member of staff may have multiple concurrent contracts for different posts.

Roles & permissions

πŸ”’ The actions within this section are controlled by the Roles setup permission.

In Satchel One users can have multiple roles active simultaneously and there is no need to switch between different roles. The combined set of permissions will be assigned to them.

In this section you can see the Roles a user has been assigned to, as well as the full list of their aggregated permissions.

Expand each drawer to see which specific permissions from that category has been assigned to them.

Use the date controls at the top to see permissions that have been scheduled for a future date, or go back in time to see permissions that have since expired.

  • Add colleagues to new roles by clicking βž• .

  • Edit the start/end dates for their existing roles by clicking ✏️ .

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