How to add a staff member
To add a new staff member, navigate to Staff>Staff List
In the Actions box on the right-hand side, you will see a green box titled ‘+ Add New Staff’
Fill out the details.
First Name.
Last Name.
NHS email address.
Please note that these steps are necessary to add a staff member to your HUB account; you will not be able to proceed unless you fill out this information.
Job Title - This is an optional step.
Job Roles - All staff are automatically assigned the 'All staff' job role. You can select from our pre-selected list of 17 job roles that Practice Index has created, or you can create your own job role.
Teams - If you have set up the Teams feature, you can assign staff to a Team you have created.
Sites - If you are a multi-site practice and have added additional sites to your HUB account, you can select which site this staff member works from.
Start Date - Optional step, but will support you in working out annual leave entitlements.
Leaving Date - You can enter a leaving date, which will help you determine whether a staff member owes leave or whether you owe leave to the staff member.
Profile picture -This step is optional; however, if you upload a profile picture to a staff member's profile, it will be visible when they log into their individual HUB accounts.
Prevent emails - You can prevent staff members from receiving emails and notifications by ticking the ‘Prevent Emails’ box until you have inputted all your staff members. Once you are
ready for your account to go live within your Practice, there is a ‘Bulk Send Prevented Emails’ option.
Status - The ‘Status’ will show as active, meaning this staff member's profile is active. Once you have saved the details and your staff member has set up their registration, they will be an active HUB user. You can make a staff member's profile Inactive at any point by changing the ‘Status’ to ‘Inactive’.
Save - Once you have inputted the details, you would select save. Your staff members will then receive a registration email and create a unique password to access their HUB account.
If you have selected to prevent the staff member from receiving emails and notifications, they will not be sent the registration email until you have unticked the ‘Prevent Emails’.
If you are adding multiple staff members to your HUB account, you have the option to ‘Save and Add Another Staff Member.
Once you have saved a staff member, they will appear on your Staff List, and you can edit their profile to assign certain permission levels. Depending on the packages your practice is using, most staff members will be standard users and will only be able to see what has been shared with them.
If you have a staff list that is larger than 20, then Practice Index can import your staff list for you if you fill in this spreadsheet and email it to support@practiceindex.co.uk.