Log into Corterum as an administrator.
Click on WORKBENCH.
Select FREQUENTLY PERFORMED ACTIONS from the left hand menu.
Select the Add a new staff member box.
A pop up will appear with 5 sections, and a list of information to fill in:
Details
Fill in all required information (your staff member's personal information) in the 'Details' tab and click NEXT. (NB - if you would like your staff member to fill this out themselves, just add their First Name, Surname and Email and hit NEXT. The user can then update his details when he logs in after you have finished the below process.. To find out how - click here.)
Link to user
In the Link to user tab, you'll assign the person entity you are creating to a user account, so that person can log into Corterum. Select from the dropdown list from the following options:
Link to an existing user - use a user account you've already created - here's how to set one up manually, but we reccommend following the below process instead.
Choose the user account you want to link this person to from the dropdown list under Select an existing user and then click NEXT.
Link to a new user - this will guide you trough the process of creating a new user account for your new staff member:
Enter their email address in the text box (NB - this will create the user account with the username the same as their email address).
Select the role (level of access) you want this new user account to have - for more on roles - see our Permissioning guide.
Do not link to a user - skip this step. This is useful if you want to create a person to manage their SM&CR information, but you don't want them to log into the system. If you decide later you want them to have a user account - here's how to manually set one up.
Once you've selected the correct response, click NEXT.
Senior Management Functions & Prescribed Responsibilities
In the Senior Management Functions tab, you will record all the Senior Management Functions and prescribed responsibilities for which your member of staff is responsible.
NB - if the member of staff isn't responsible for any those things (for example, the staff member is only subject to the Certification Regime or the Conduct Rules), just click NEXT to move to the next section.
To record Senior Management Functions (SMFs) you should:
Click the Plus symbol underneath the Senior Management Function section. of the pop-up.
Select the SMF you want to assign to the staff member.
Select the Effective date of this assignment of responsibility.
To add another, click the plus symbol and follow steps 1-3 above.
To remove a function that you have added in error, click the X to the right of the senior manager function that you want to remove.
To add prescribed responsibilities, you:
Click the Plus symbol underneath the prescribed responsibilities section of the pop-up.
Select the responsibility you want to assign to this staff member.
Toggle the Shared setting to indicate whether this responsibility is held solely by this member of staff, or shared with another.
If it is shared, choose the other member of staff responsible from the dropdown list.
To add another responsibility, click the plus symbol and follow steps 1-3 above.
To remove a responsibility that you have added in error, click the X to the right of the one that you want to remove.
Once you've assigned the correct functions and prescribed responsibilities, click NEXT.
Responsibilities
In the next tab, Responsibilities, you will record all the Overall Responsibilities to which your member of staff has been assigned, such as Customer Service or Benchmarks Administration. This section indicates that the staff member has overall responsibility over the operations and actions of that department. You can also indicate other responsibilities, for situations where the staff member has some or limited responsibility for the running of that department.
To add overall responsibilities, you:
Click the Plus symbol underneath the overall responsibilities section of the pop-up.
Select the department to which you want to assign overall responsibility to this staff member.
Toggle the Shared setting to indicate whether this responsibility is held solely by this member of staff, or shared with another.
If it is shared, choose the other member of staff responsible from the dropdown list.
To add another responsibility, click the plus symbol and follow steps 1-3 above.
To remove a responsibility that you have added in error, click the X to the right of the one that you want to remove.
To add other responsibilities, you:
Click the Plus symbol underneath the overall responsibilities section of the pop-up.
Select the department to which you want to assign overall responsibility to this staff member from the dropdown list.
Toggle the Shared setting to indicate whether this responsibility is held solely by this member of staff, or shared with another.
If it is shared, choose the other member(s) of staff responsible from the dropdown list.
To add another responsibility, click the plus symbol and follow steps 1-3 above.
To remove a responsibility that you have added in error, click the X to the right of the one that you want to remove.
Once done, click NEXT.
Certification Functions
The next tab, Certification Functions, allows you to record any other supplementary information you require for this staff member, as well as recording any Certification Functions that the staff member holds, for example Significant Management or CASS Oversight. To do this:
Type in the supplementary information box any additional information you wish to record for this staff member.
Select any appropriate Certifications for this staff member by clicking on them inside the drop down box - multiple items can be selected.
To deselect an item, just click on it again.
Once done, click SAVE.
If you want to add staff manually without following the FREQUENTLY PERFORMED ACTIONS wizard (not recommended) you can find the instructions here: