Practitioner Register Other Staff - hmislk/hmis GitHub Wiki

Practitioner — Register Other Staff

This article covers the full staff editor used to register nurses, technicians, cashiers, allied health professionals, administrative staff, and any other non-doctor staff member. The same screen is also used to set advanced employment, banking, welfare, and leave details for an existing doctor or consultant.

Navigation

There are two starting points:

To…	Open…
Create a new staff record from scratch	Administration → Manage Staff → Add New Staff
Edit an existing record (any kind: staff, doctor, or consultant)	Administration → Manage Staff → Staff List, then click Edit on the row

Paths:

Add new: /admin/staff/staff.xhtml reached via staffController.navigateToAddNewStaff.
Edit existing: same staff.xhtml, reached via the Edit button in staff_list.xhtml.

Privilege required: AdminStaff.

Layout of the screen

The screen is a single panel headed Edit Staff Details with a top action bar holding Save (green) and Back (orange). Below the action bar is a tabbed editor with the tabs Personal Details, Contact Details, Employment Details, Welfare, Leave, and EPF ETF Details.

All tabs share the same underlying record. Changes made on any tab are committed in one go when you click Save.

Adding a new staff member

Open Add New Staff.
Work through the tabs and fill in whatever you know. Only the Name field is enforced; everything else can be filled later.
Click Save at the top of the screen. The record is created.
Click Back to return to the staff list.

Editing an existing staff member

Open Staff List, search by staff code or name (the list has filters and sorts on Staff Code, Name, Staff Category, Speciality, and EPF No), then click Edit on the row.
Update fields on whichever tab needs to change.
Click Save.

The Staff List is the entry point for editing anyone — doctors, consultants, and other staff. The Doctor and Consultant sub-screens expose a narrower field set; the full set is here.

Tab-by-tab field reference

Personal Details

Field	Notes
Name	The display name used across screens and bills. Required.
Code	Internal short code.
NIC / Passport	National identity card or passport number.
Full Name	Long form of the name (used on official documents).
Name with Initials	The "X. Y. Surname" form.
Initials	Initials only.
Surname	Surname / family name.
Last Name	Last name when stored separately from Surname.
Date of Birth	Pick from calendar; year-range slider opens via the navigator. Stored in the long date format from the application preference.
Details	Free text description.

Contact Details

Field	Notes
Address	Free-text postal address.
Fax	Fax number.
Email	Email address used for any system emails.
Mobile	Mobile / cellular number. Used for SMS notifications where applicable.
Phone	Landline or office phone.

Employment Details

Field	Notes
Status	Pick an `EmployeeStatus` value (e.g., Active, Probation, Leave).
Date Joined	Calendar pick. Used by HR reports and gratuity calculations.
Registration	Regulatory ID (e.g., SLMC for doctors, nursing council number for nurses). Free text.
Qualification	Free text qualification line.
Designation	Autocomplete from the Designation catalog. See Admin — Staff Categories, Designations, Grades.
Staff Category	Autocomplete from the Staff Category catalog. Categories drive payroll grouping.
Order Number	Integer used to sort staff lists.
Description	Free text.
Speciality	Pick from the All Specialities catalog.
Institution	Autocomplete. Filters the Department dropdown below.
Department	Dropdown filtered to the selected institution.

Welfare

Field	Notes
Credit Limit Qualified	Maximum credit the staff member may take. Editable.
Current Credit Value	The running balance the staff currently owes. Read-only, computed by the welfare adjustments.
Annual Welfare Qualified	Annual welfare ceiling for this person. Editable.
Annual Welfare Utilized	Welfare drawn so far. Read-only.

Use Manage → Adjust Staff Welfare Eligibility to alter the qualifying / utilized values in bulk. The two read-only fields here only display what the system computes.

Leave

Field	Notes
Working Time for Overtime per Week	Threshold (in hours) above which extra hours are treated as overtime.
Working Time for No Pay per Week	Threshold below which the period is treated as no-pay.
Allowed Late In Leave	Checkbox. When ticked, late arrivals are excused under leave allowances.
Allowed Early Out Leave	Checkbox. When ticked, early departures are excused.

EPF ETF Details

Field	Notes
Staff Code	Payroll staff code (distinct from the Code on Personal Details).
Bank	The bank-branch of the staff member's salary account (autocomplete from institutions of type bank).
AC No	Salary account number at the selected bank.
EPF Account No	EPF account number.
Account No	Secondary account number.
EPF No	EPF identifier as filed with the EPF authority.

What this screen is used for in practice

HR onboarding: capture full personal, banking, EPF, leave, and welfare details for a new hire.
Payroll: payroll runs read most fields from here (Bank, AC No, EPF No, Account No, Staff Code, Staff Category, Designation).
Cashier / welfare workflow: the Credit Limit and Annual Welfare values control how much credit a staff member can draw from the in-house welfare and credit features.
Updating an existing doctor/consultant with full HR data: open them via Staff List rather than the focused Doctor or Consultant screen.

Limitations

The screen does not enforce uniqueness on Staff Code, NIC, or EPF No. If your installation requires unique values, check before saving.
The Speciality dropdown on this screen uses the All Specialities catalog, not Doctor Specialities. If the staff member is a consultant who needs to appear in channelling, also ensure the Speciality on the Consultant screen is set to a Doctor Speciality value (Practitioner — Register a Consultant).
There is no "Reactivate" button: once a record is retired, an administrator must clear the retired flag in the database.

Back to Practitioner Module Overview