There are two ways to add a Staff in Wisenet, you can either send them an invite via the Portal or manually add them via the LRM.

If they do not require Wisenet access but their information needs to be recorded, the process is the same.

Required LRM Access: Owner, Admin, PowerUser (Note: PowerUser has no access to delete staff record).

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When a Staff member is given a Wisenet Portal licence, they are automatically added to the Staff section. Only their name, mobile number and email will be added. You will need to edit the record in Wisenet and update their full details.

Learn more on: Portal Access Invite

Or, manually via LRM

Navigate to LRM > Staff
(Optional but recommended) Search to see if the Staff record already exists
On the Left Navigation Bar, click Add New
Complete all details, then click Save

Field	What to enter
First Name	First name
Last Name	Lastname
Workplace	Enter the campus, department or workplace where the staff member is located
Address fields	Enter either their personal address or their workplace address
Contact detail fields	Enter staff contact details
Accreditation Number	This is an optional field - it can be used to record the staff number or for organisations that allocate an accreditation number for their training staff
RTO	This is NOT mandatory
Contract Flag	Tick for all 'Contract Staff' Not mandatory
Assessor	Tick for all staff with Assessor qualifications. It links as a dropdown list at the Course Offer, Course Enrolment and Unit Enrolment level.
Coordinator	Tick for all staff who have a Coordinator's role within your organisation - this may include non training staff. It links as a dropdown list at the Course Offer, Course Enrolment and Unit Enrolment level.
Trainer	Tick for all staff who deliver training. It links as a dropdown list at the Course Offer, Course Enrolment and Unit Enrolment level.
Salesperson	Tick for all Marketing and Sales staff. It links as the Sales Person in the Sales Section.
Issuing Officer	Tick is for all staff with permission to issue Certificates, Transcripts etc.

If you do not indicate the type of role a staff member has this can limit their capacity to interact with your account.

Sales
Coordinators
Trainers
Assessors

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Attach Records

You are able to upload any documents that are relevant to the Staff member.

We recommend that you upload all documents that are required for auditing purposes such as:

Qualifications and Certificates
CV / Resumes
Working with Children / Minors checks
Police checks

File notes enable you to attach records to Staff. Learn more about File Notes

Use Checklists to keep track of Staff files

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Edit Staff Details

Open the Staff record
Click the Action and select Edit
Update the relevant details
- You must tick which role the staff has in order to give them certain access/functions in Wisenet. E.g. Trainer, Coordinator, Assessor
Click Save

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Delete Staff Details

Open the Staff record
Click the Action and select Delete
Update the relevant details
Click Save
- If you are unable to delete the record and a message appears “Cannot delete because it is referenced”, it means it is linked to a Course, Enrolment or another area within Wisenet.

Before you Delete

Wisenet does not recommend that staff be completely deleted from your account. They can contain important information and be used as reference for past employees.
Is the staff member a duplicate record? You can simply merge rather than delete. How to Merge duplicate staff records
You can follow the steps for ‘Edit a Staff Record’ and untick their categories such as Trainer, Assessor, Coordinator. This way they will not appear as an option in the drop down.

Note

The email field must be completed for all Staff. If they have a Wisenet Portal Login this email must be EXACTLY the same.

Next Step

How To Link Staff to Courses and Units

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Navigate to Wisenet Portal

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