Staffinder Professional In/Out Board - User's Manual - Chapter 1

Index  |  Chapter 1  |  Chapter 2  |  Chapter 3  |  Chapter 4  |  Chapter 5  |  Chapter 6

Chapter 1 - Getting Started with Staffinder

Starting Staffinder
Depending on how Staffinder was installed, it may automatically start when your workstation is started.  If Staffinder needs to be started manually or you accidentally close it, here is how to start Staffinder.

You can start Staffinder by clicking Start > Programs > Staffinder.  You can quickly create a Shortcut on your desktop by right-clicking the Staffinder entry and dragging it to the desktop and releasing the mouse button.  When the pop-up menu appears, select Copy Here.

If Staffinder does not start automatically when your workstation is started, contact your system administrator to make adjustments to your Windows Startup folder.

Depending on how Staffinder is configured, you will either be taken directly to the Staffinder interface, Staffinder will run minimized, or the log in screen will appear.

Logging into Staffinder
When you start Staffinder, you may be asked to log in by providing your user name and password.  Below is the screen you will use to provide this information. (Figure 1.1)

To log into Staffinder:

  1. If you have a large number of employees in Staffinder, you may find it easier to locate your name in the list by selecting your department from the Dept/Group drop down list.

  2. Click your name in the Employees box.

  3. Enter your password in the yellow Password box.  Your password is set to your first name when your account is created.  It is case-sensitive, so if your name is "Betty", your password is set to "Betty" by default.  We recommend you change your password after your first successful login, this will keep other people from logging in under your account.  To change your password, click the Security icon on the toolbar or click Tools < Security.

  4. Click OK or press Enter to log in.

Note:  If you are the only user who uses the computer, you may want Staffinder to log you in automatically.  To change this setting, click View > Preferences.  On the Options/Refresh tab, uncheck the "Prompt for user name at startup"

Figure 1.1

Interface Tour
We believe that a program's interface should be simple and easy to navigate.  This concept means following the standards of other popular programs that you are probably already using.  In many cases, we have made two or three ways to accomplish the same task.  We also activated the right mouse button whenever it made sense.  Below is the Staffinder main screen followed with explanations that describe the main parts of the interface.

Figure 1.2

Ribbon Bar:
The Ribbon Bar is the main navigation element and contains the Orb, Quick Access Toolbar, and Tab Menus.  If your familiar with Office 2007 then you have seen this new interface element and understand how it works.

Figure 1.3

Orb Menu:
The Orb Menu provides access to some important features in Staffinder. Clicking on the Orb will display the menu in figure 1.4.

Figure 1.4

Displays the security dialog so you can set your status security.

Company Setup:
Displays the Company setup screen where you manage the administrator features of Staffinder.

Staffinder Help:
Brings up this help from within the application.

Check for Updates:
Launches the Web Update utility for installing updates that may be available.

About Staffinder:
Brings up the About box with version information.

Quick Access Toolbar:
The QAT provides access to common functions in Staffinder to make them easy to get to. Refer to figure 1.5.

Figure 1.5

Button 1 - Sign In/Out:
This button brings up the Sign In/Out screen.

Button 2 - Vacation Request:
This button brings up the Vacation Request screen where you submit a vacation request.

Button 3 - Custom Message:
This button brings up the Message Details screen where you can send a custom message to someone.

Button 4 - Phone Message:
This button brings up the Phone Message Details screen where you can send a phone message to someone.

Navigation Tabs:
The Tabs provide access to the various areas in Staffinder.

Figure 1.6

Index  |  Chapter 1  |  Chapter 2  |  Chapter 3  |  Chapter 4  |  Chapter 5  |  Chapter 6

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