How to Search and Update a Staff Member Profile and Assignments

Watch the short tutorial: Update User Accounts

Step-by-Step Guide:

Update a User Account

Hover over Utilities > click “Account Manager”

Open

Search Current, Inactive, and Removed Users

A. Current staff and staff marked as retiring* use “Search Current Users”

B. For inactive staff that has been “removed” such as a previous employee, use “Search Inactive Users”

*Staff marked as Retiring are still considered active users until changing their status to “Removed”

Open

Edit/update Active User Account:*

The SuperUser can: 1) Update name, email, location, position; 2) Reassign a rubric, checklist, finalization group, evaluators; 3) Adjust required formal and informal observations, and self-assessment (Districts not using Checklists)

Search for Staff member: Hover over Utilities in the navigation menu > click “Accounts Manager”

A. Under Edit User Accounts, type the name of the staff member in the ”Search Current Users” field

Under “Change Staff Member Attributes” make any necessary changes

Items to note when editing a staff Member Profile

Updating Location:

• When updating staff member’s location, the primary and secondary evaluators may need to be
  updated as well

• Staff member relocating from Building A to Building B will be removed from the Building A
  evaluation roster

• Evaluators assigned to the staff member in Building A prior to relocating to Building B will
  still have access to staff member until evaluators from Building A are unassigned

Updating Email:

• When updating the email address, the staff member will sign in with the new address moving
  forward

Updating Evaluation Instruments (Rubric):

• Evaluation items that have been mapped to the previous rubric will not transfer when changing a
  rubric

• To map previous observations to the new rubric, the evaluator will need to go into the previous
  observation and copy the scripting. Then, open a new observation and paste the scripting, remap to
  the new rubric, and delete the old observation

Updating Evaluator:

• When updating evaluators to a staff member, remove the former evaluator(s) by clicking their name and selecting “Optional” to unassign the staff member from the former evaluator’s evaluatee roster

Updating a Checklist:

• When only one Checklist is assigned: if replacing a Checklist with another, make sure to check
  both options below the Checklists to align completed and in-progress items to new Checklist

• When adding a second Checklist to a staff member, do not check the second option “Attach existing “unattached items with corresponding elements in checklist”

NOTE: Evaluation items will not be deleted or lost when changing Checklist. Any previous evaluation items that did not carry over to the new checklist will be listed under the Non-Checklist Evaluation Items