Set up staff profiles and checklists
Link a staff role to People, save onboarding and departure tasks, and review authorized source records.
Staff profiles record internal roles and tasks. Account access is managed separately in Team settings. Payroll, medical records and screening are outside this workflow.
Watch setup tutorial — Staff
1. Link a role to an existing person
Sign in and choose your church. An administrator selects Staff in Explore apps within your plan. Open Staff for your campus. You need Staff administrator or owner access and People staff access in that campus; saving also requires People write access across the person's campuses. Selecting the app does not grant permission.
Search existing profiles first. Select New staff profile, choose Campus and Staff person, enter a Staff role title, then Save staff profile. The person must already exist in People and have no Staff profile. Confirm the saved role in the list. Use Update in People to change shared names or contact details; the profile's person and campus stay fixed.
2. Save an onboarding checklist
Select Open onboarding checklist. Choose an eligible Checklist owner, then Add checklist item. Enter each task, an optional Due date, and whether it is a Required item. Mark Completed when the work is done, then select Save onboarding checklist. Reopen it to confirm Required items completed and inspect Checklist completion history.
3. Connect training and equipment records
Open Training and equipment references. Choose an available Policy or equipment record, select Add source reference, then Save staff references. Reopen and select Open source record to manage the original policy or asset. Those apps must be selected and you must have access to the source. Source acknowledgments describe the policy's assigned accounts, not this person's completion. Equipment custody and returns stay in Inventory.
4. Track departure tasks separately
Return to the profile and select Open departure checklist. Choose its owner, add handover or return tasks with dates, and select Save departure checklist. Reopen to confirm the saved tasks and history. Onboarding and departure have separate task lists. Completing a departure task does not change the person's account permissions or return equipment; finish those actions in their own tools.
5. Review and download saved work
Choose your campus, enter a name or role in Search staff profiles and select Search. Export staff list CSV downloads matching permitted profiles; its status is the shared People status. Export staff checklists CSV downloads their saved onboarding and departure tasks. Contacts and source references are excluded from these CSV files. Export staff JSON provides structured profile data. Share downloads only with authorized staff.
If access changes or another editor saves first, keep any notes you need and use the page's Reload and discard draft control before reopening the current record. After an uncertain save, inspect the saved result before trying again. Ask your administrator about unavailable People or sources; contact support if a history or storage limit prevents saving.