Staff profile & clearance

What you can do

Access & setup

Intended access: Assigned account with the required permissions.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Find or create the staff profile

   A school account with the permissions shown below.

2. 02

   Review employment details and linked responsibilities

   Staff creation is part of the documented workflow.

3. 03

   Inspect clearance before offboarding

   Profile 360 is part of the documented workflow.

4. 04

   Use reinstatement when returning a former staff member

   Review the result in the connected record or workspace before moving on.

Rules & current limits

• Offboarding is separate from deleting historical school activity. Permission and dependency checks govern each action.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring