The Staff List page lists the names of individuals who hold staff positions in the selected organization or organizations. This article describes the main elements on this page.
Overview
The Staff List is a complete listing of staff members who have assignments to the selected organization or to all organizations you manage.
Key elements of the page are identified in the illustration below.
Rolodex Filters
The rolodex filters are the set of letters and numbers located across the top of the Staff List grid:
The filters enable alphabetic and numeric filtering of column data in the grid.
Alphabetic filters enable you to find and sort information in columns that start with alphabetic information, for example, the Name and Primary Position columns.
Numeric filters enable you to find and sort information in columns that start with numeric information, for example, the Date of Birth and OrganizationID columns.
Filter Criteria and Filter Column Fields
When you select a filter, the system highlights it (see illustration below). Additionally, the Filter Criteria field shows the name of the filter you selected. The following illustration shows the M filter selected:
The Filter Column field shows the name of the column to which the selected filter is applied. It also tells you the direction in which the information is sorted: 
Ascending or 
Descending. In the previous illustration, the Filter Column field shows Date of Birth Ascending, indicating that the grid is currently sorted by Date of Birth in ascending (A to Z) order.
Clear Filter Button
Click 
to clear the applied rolodex filter settings. The system re-displays all of the staff records (the unfiltered list). The Filter Criteria field updates to show that filtering is turned off:
Toolbar
The toolbar is located at the top of the grid under the row of rolodex filters. The toolbar contains menus and buttons for performing common Staff List functions.
# Records: this dropdown list lets you select the number of records (default=10) that are displayed on each page of the grid. You can show 10, 25, 50, or 100 records on each page.
The default number of records per page is 10. If you change the number of records and want to keep the change in effect, click 
to save the selection. Every time you open the Staff List page, the system shows the number of records per page you selected.
Save Grid Layout: if you change the page layout (see Flexible and Responsive Columns) or the number of records per page (see Records per page), clicking this button saves your new layout.
Reset: 
if you change the layout, clicking this button resets changes to the page layout back to the default configuration.
Select Grid Columns: opens a window where you can select the columns you want to include in the grid.
Send Email: sends an email to selected staff members. Go to Send Emails to Staff Members for instructions.
Filters: displays the Advanced Filter setup window where you can enter multiple criteria (for example, last name, phone number, and email address) to search for records matching the criteria you specify. For instructions on using the Advanced Filter, go to Advanced Filters. For descriptions of the Advanced Filter fields, go to Descriptions of the Advanced Filter Fields.
Export to CSV: 
exports the staff records you select in the Staff List to a .csv file. For instructions, go to Export List to a .csv File.
Add New Staff:
adds a new staff record to the selected organization's Staff List. For instructions, go to Add a New Staff Member.
Delete Selected Assignment: ends the selected assignment and removes the staff member from the organization's Staff List. For detailed instructions, see End a Staff Assignment.
Position Filter
The Position filter is a multi-selection filter that enables you to filter the grid to show staff matching the positions you select. To apply the filters, select checkboxes. A checkmark appears next to the filter to let you know it is selected:
After making your filter selections, click your mouse in any area outside of the list. The grid refreshes to show records that match the filters you selected.
Position filter options are sorted in ascending order in the following sequence: 1) special characters, 2) numerals, and 3) letters. Note that when multiple filters are selected, they are shown in the Position filter field (see previous illustration) followed by an alphanumeric listing of filters that are not selected.
Deselecting Position Filters
To deselect filters, simply select the checkboxes. The checkmarks are removed to indicate that the filters are no longer selected.
Clear All Link
To clear all selected filters, click the Clear All link under the dropdown list (see previous illustration). If you leave and then return to the Staff List page, the system automatically clears any previously selected filters.
Search Only Primary Positions Checkbox
If you want to view only those staff who hold the selected positions as their primary one, select the Search Only Primary Positions checkbox, which located at the bottom of the Position filter list (see the previous illustration).
In the following illustration, the user selected three Position filters: Assistant, Employee, and Staff. So the grid only shows staff who hold those positions in the selected organization.
Position Link
If a staff member holds multiple positions, the position shown in the Primary Position column is displayed as a link. As shown below, placing your mouse on the link (without clicking) opens a pop-up window that shows other positions held by the staff member:
If the staff member holds one position only, the position shown in the Primary Position column is displayed as plain text (no link) (see previous image).
Staff List Grid
The Staff List is an alphabetic listing of all staff who have an assignment to your organization. Each staff member's record occupies a single row in the grid. Columns display relevant information, such as the staff member's name, date of birth, primary position held, and telephone number. The grid can contain up to 16 columns of information. If you only want to view certain information, you can customize the grid by selecting specific columns to include.
Flexible and Responsive Columns
The Staff List grid has flexible and responsive columns that you can change as needed to suit your preference for viewing information. The columns have these features:
Sortable: you can sort information in the grid based on a specific column. For details, go to Sorting the Display of Records.
Resizable: you can increase or decrease the width of the columns. For details, go to Changing Column Widths.
Moveable: you can drag and drop columns in the grid to suit your preference for viewing information. For details, go to Changing Column Widths and Rearranging the Columns.
Checkboxes and Edit Button
The checkbox controls enable you to select individual staff members whose records you want to work with. For example, if you want to send an email or delete a specific staff assignment from the grid, first select the checkbox to indicate which records you want to work with. Then, perform the desired action on the selected record.
Select the checkbox in the column header to select all staff members in the grid.
The pencil icon opens the staff member's Member Details record in Family Directory. If desired, you can put the record in edit mode and make changes. For details, see View or Update Details in a Member's Record.
Name Link
Clicking a staff member's name link opens his or her assignment record. The record contains details about the member's position and assignment and shows current access rights settings. If desired, you can put the record in edit mode and make changes. For instructions, go to View or Update a Staff Member's Assignment Record.
Page Controls
If the grid contains multiple pages, the number of pages is displayed below the grid. Select a page to go directly to that page in the list. Alternatively, click 
to page back or click 
to page forward through pages in the grid. The number of records appears in parentheses.
Updated