Staff SStaff Members are primarily managed in PosiEd through the Employee Role object. There are two ways to create a Staff Member. Employee Role records will be created in this object when the Publish Teacher is executed. It can be created manually by creating an Employee Role or through an external source using something like Timetable Software.
It is important to know that the Employee Role record must have a reference to a valid Salesforce user record in order to support various functions within PosiEd. This means that regardless of how the Employee Role has been populated, you must ensure that equivalent user records are created and associated with each of these Employee Role records. Without this, the system cannot have a user reference for a variety of objects including event and cohort member members, and can cause system errors.
Manual Creation
To manually create Staff Members, you should create an Employee Role for Staff Members. Once the Employee Role flow is triggered it will automatically create a User in every Employee Role created.
The LISS section in the Employee role is used as the reference in creating a User. The LISS section in creating an employee role is a must if the employee role that you are creating has no User created yet. If the employee role that you’re creating has a User already then you can manually link it to the Employee role and no need to input details in the LISS section.
Go to App Launcher > Search for Employee Role > Click New > Fill in the necessary details > Save
After creating the Employee Role record, a User and a Person Account will be created.
Edval Publish Teacher
This tool helps you create automatically employee roles for staff members through Edval Publish Teacher. When Publish Teacher has been successfully pushed into the organization, it automatically creates employee role records. An employee role flow will run that creates a user link to the employee role record, and when the employee role flow is triggered successfully, it will then create a user link to the employee role.
Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email and Staff IDs field populated. These two should be unique. This is one of the criteria for the linking of the Users to the Employee Role records.
Workaround: You can also turn off the Employee Role triggered flow before publishing, and then turn it On on again after publishing.
You have the option to turn off the Employee role and create a User instead. The User created should follow the following criteria:
The Profile should be the School Personnel.
The role has been set.
Permission Set Group should be added based on the role.
The user should be added to his/her designated School Public group.
Employee Role triggered flow includes the creation of the Users and will automatically link to the Employee Role records.
Note: The Staff users should have a correct profile license for the Calendar access. The Chatter Free license is a non-calendar license.
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PosiEd provides automation to support the latter and these this automation uses similar rules to the Student Record/Account Automation.
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Objects |
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Account (Students) |
Student Attributes |
[PosiEd] Edit Accounts
Allows the user to edit core student, teacher, and carer details in objects such as Person Account and Student Attributes, etc
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Objects |
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Cohort |
Cohort Member |
Cohort Schedule |
Cohort Schedule |
[PosiEd] PosiEd Logs
Objects |
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PosiEd Logs |
Permission Set Groups
Add each permission set to each designated permission set group.
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[PosiEd] Edit Accounts
[PosiEd] Attendance
[PosiEd] Create/Edit Cohorts
[PosiEd] Attendance Managementnt
[PosiEd] Mark a Roll
[PosiEd] Read Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Admin Leader
This will be the base permission for users of Admin Leader.
[PosiEd] Attendance Management
[PosiEd] Create/Edit Cohorts
[PosiEd] Create/Edit Kiosk Definition
[PosiEd] Create/Edit Timetable Structures
[PosiEd] Edit Accounts
[PosiEd] Log Wellbeing Observation
[PosiEd] Mark a Roll
[PosiEd] Read Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Enrolment Staff
This will be the base permission for users of Enrolment Staff users
[PosiEd] Edit Accounts
[PosiEd] PosiEd Logs
[PosiEd] Mark a Roll
[PosiEd] Create Read Student Accounts
[PosiEd] Teaching Staff
This will be the base permission for users of Primary Teaching Staff and Secondary Teaching Staff users.
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. Whenever a new teacher is added to the Org, the appropriate permission sets should be assigned accordingly.
[PosiEd] Mark a Roll
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] Read Cohort
[PosiEd] PosiEd Logs
Assignments
Assign School Personnel profile to all users with roles.
Assign Teaching Staff permission set group to all users with Primary Teaching Staff and Secondary Teaching Staff roles.
Assign Admin Staff permission set group to all users with Admin Staff role.
Assign Admin Leader permission set group to all users with Admin Leader role.
Assign Enrolment Staff permission set group to all users with Enrolment Staff role.