A Staff Household is the household record that holds household information related to a staff member. Typically the staff member's information is recorded as Contact 1 in the associated household. However, married staff records correspond to Contact 1 and Contact 2 in the associated household. The contact the staff member occupies determines the Household Indicator described in Staff User.
Admin Full role is required for Admin > Staff > Details > Staff Household. Scheduling Full role is required for Scheduling > Staff > Details > Staff Household.
To link the staff record to an existing household:
- Navigate to Admin > Staff > Details > Staff Household.
- Select the “Link Existing” radio button. It is selected by default when the staff member has no household yet.
- Select the household in the list.
- Under Link this staff member as, choose Contact 1 or Contact 2. Each option shows the name currently recorded on that contact. A contact that is already linked to a staff member is marked “(staff member)”. Note: A contact that belongs to a different staff member cannot be linked. Choose the other contact, or unlink the staff member currently on it.
- Click Link to Existing Household.
To create a new staff household:
- Navigate to Admin > Staff > Details > Staff Household.
- Select the “Create New” radio button.
- Populate household information and click Save. The staff member is recorded as Contact 1 of the new household.