Personnel Management

The Personnel sub-module manages the cleaning staff who use the Cleaning module. Each staff member is assigned a unique personnel code — a short numeric or alphanumeric code they enter when submitting a cleaning check-in.

Adding a staff member

1. Navigate to Cleaning → Personnel.
2. Click Add personnel.
3. Enter the staff member's name and (optionally) an employee ID.
4. The system generates a unique personnel code automatically. You can customise it.
5. Click Save.

Personnel codes

Personnel codes are:

• Short — 4–8 characters for fast entry on a mobile screen.
• Unique per workspace — No two active personnel members share a code.
• Recoverable — If a staff member forgets their code, click Recover code to display it or send it via SMS (requires an SMS provider).

Codes do not expire unless you regenerate them manually.

Regenerating a code

If a code is compromised (e.g., shared among staff):

1. Open the personnel record.
2. Click Regenerate code.
3. The old code is immediately invalidated.
4. The new code is shown and can be sent to the staff member.

Deactivating personnel

When a staff member leaves, deactivate their record rather than deleting it. This preserves their historical cleaning log entries linked to their name.

1. Open the personnel record.
2. Toggle Active to off.

Deactivated personnel cannot submit cleaning check-ins. Their past logs remain visible.

Bulk management

For large cleaning teams, you can import personnel from a CSV file:

1. Cleaning → Personnel → Import.
2. Download the CSV template.
3. Fill in names and (optional) employee IDs.
4. Upload. The system generates codes for each imported member.

Export the current personnel list as CSV from Personnel → Export.

Permission: who can manage personnel?

Only team members with the platform:owner or platform:admin role can add, edit, or deactivate personnel. Members with platform:member role can view the personnel list but not modify it.