Chapter 3 - Configuring Staffinder Settings

Setting Basic Preferences

There are only a few settings that can be made to customize Staffinder Web for each individual.  You access these setting via the Preferences menu button on the navigation bar.

User Preferences are broken down into three (3) screens, they are detailed below:

General:
The General tab contains the following options...

1. Name View:  This allows you to specify how you like to view the names in the various areas of Staffinder.   Your choices are by first and last name or by last then first name:
2. Menu Style:  This allows you to use the Classic Tab Menus or the Traditional Dropdown Menus like normal applications.  The Dropdown menus save space and allow more room for data however they only work with Internet Explorer. 
3. Theme:  There are several different color schemes you can choose from to customize the appearance of Staffinder.
4. Font:  This allows you to change the font size to accommodate larger or smaller screen resolutions.
5. Password:  This is where you go to change your password.  You must enter your password twice to verify.
6. Browser Setting: This will cause the browser columns to auto size and fit everything on the screen.  Disable this feature to cause the browser to show horizontal scrollbars.  This allows you to manually size the columns to your preference.
7. Load on Demand: This setting will only load 50 records at a time in the browser.  As you scroll down the display will load additional records in 50 rows increments.  This is handy if you have a large company with a lot of employees because it greatly reduces page load times.  Clearing this setting will load all employees and display them.
8. Reset Browser Layout:  This will reset the browser grid back to the default settings.  This is handy in the event the grid layout gets messed up or you resized a column too small and cant get it back.
9. Refresh:  This setting will determine when Staffinder checks for new messages and also how often to auto refresh the browser.

Click the Save button to save your changes.

Figure 3.0

My Group:

My group is a custom view of individuals you frequently need to track the whereabouts for.  In large organizations you may only want to see people who are in your department or area.  With this view you can individually select who is in this group to simplify finding people you need.

To add a person to the group you highlight the name in the available list and click the right arrow button.   To add all the names just click the right double arrow button.  To remove a person from the group you select the name in the Selected list and click the Left arrow button.   To remove all the names click the Left double arrow button.  You may also double-click the name directly in each list to move it to the other side.

 

Figure 3.1

Security:

Staffinder contains security settings that allow each employee to manipulate which employees, if any, can change their In/Out status or set their Do Not Disturb flag.  Below are the various settings that Staffinder will allow.

Security Disabled:  Click this option if you want to allow any employee to change your status from their desks.

Security Enabled:  By selecting this option, you make the choices below it available.

Employees cannot change my status:  Select this option if you would like no other employees to be able to change your status from their desk.

Receptionists can change my status:  This allows persons with Receptionist status to change your status from their desk.

My manager can change my status:  This allows the person assigned as your manager to change your status from their desk.

Employees in my department can change my status:  This allows all employees in your department to change your status

Custom Security:  Clicking the Settings button allows the user to specify other employees who need the ability to change their In/Out status.  The following screen (Figure 3.3) is used to selected the individual employee(s).

 

Figure 3.2

Personal Scheduler Security

Staffinder will allow you to share you schedule amongst other individuals and even give them edit ability.  To allow someone to view your schedule move them from the list on the left to the list on the right.

Personal Scheduler Time Increment: This setting determines the time increments that are allowed in your personal scheduler.

Allow Overlapping Schedules: This setting determines if overlapping events are allowed.

Security Disabled:  Click this option if you want to allow all employee access to view and make changes to your schedule.

Security Enabled:  By selecting this option, you make the individual selections.  To add an individual simply click on the individual in the left list and click the right arrow button.

 

Figure 3.3

My Info

This screen allows you to keep your basic information up to date.  You can change this information at any time.

Figure 3.4

Notifications

This screen allows you to setup email notifications for individuals so you will receive an email whenever they change their status.

Email Address: This is the email address where the notification will be sent.  If you wish to have an email sent to multiple addresses you need to separate them with a colon ";".

Employee List:  Simply put a checkmark next to the individuals who you would like to be notified.  This is permanent and you will continue to be notified until you clear the checkmark.

Figure 3.5

View Restrictions

This screen allows you hide yourself from others in your organization.  You have the option of specifying who can and cannot see you.  This is done on a person by person basis.  Those who are not allowed to see you will not see you in the browsers or any of the status screens.  You will show up in the various security screens and other administrative areas.  This allows others to add you to their security profiles so you can still see them.

Security Disabled:  Click this option if you want to allow all employee to view you.

Security Enabled:  By selecting this option, you make the individual selections.  To add an individual simply click on the individual in the left list and click the right arrow button.  You can also simply double-click on a person in either list to add or remove them.

Figure 3.6