Maintain student profiles and staff records with simple, clear fields.
Overview
Students & Staff unifies people records with hostel‑specific fields and validations. Students are enhanced contacts that participate in allocations, attendance, visitors, and billing; staff are employees with document tracking and roles for operational workflows.
- Students: Enable “Is Student” to unlock allocations, contracts, attendance, and compliance checks.
- Staff: Maintain employment details and required documents (e.g., visas/licenses).
- Consistency: Shared master data ensures reliable reporting across modules.
How It Works
- Mark a contact as a Student to use them in Contracts and operations.
- Staff have added document tracking (e.g., visas, licenses).
Step‑by‑Step Guide
- Go to People → Students or Staff.
- Create or open a record and fill in hostel fields.
- Attach required documents and save.
Fields Table
| Field Name | Description | Example |
|---|---|---|
Is Student |
Enable hostel features for this contact |
Checked |
Date of Birth |
Used for age category and birthdays |
2006‑05‑20 |
University |
Linked organization |
ABC University |
Gender |
Male/Female |
Female |
Age Category |
Underage/Overage (computed) |
Overage |
Employee Code |
Staff identifier |
EMP‑102 |
Employment Type |
Full time/Part time/Contract |
Full time |
Employee Documents |
Staff document list |
Visa, License |
Field name explanation : “Is Student” unlocks student workflows and contracts.
Fields explanation
- Is Student: Enables student workflows (contracts, attendance, visitors).
- Date of Birth: Used for age category and birthday automation.
- University: Organization/school reference.
- Gender: Allocation policies may reference gender.
- Age Category: Computed grouping for reporting.
- Employee Code: Unique identifier for staff.
- Employment Type: Full‑time/Part‑time/Contract for HR context.
- Employee Documents: Staff compliance files (e.g., visas, licenses).
Tips
- Use the same naming rules for staff documents as for students.
Common Mistakes
- Forgetting to mark a contact as a student prevents contracts and attendance.
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