Updating Role types and Moving Staff

Sometimes, you might need to change the role of a staff member or move them between sites. For example, if a staff member was a teaching assistant and has become a teacher.

Within MATs, somebody might take up a post at another school.

Here's how you can make these changes without having to add their details and checks again.

Zen will automatically add mandatory checks based on the new role type for you to complete.

1. Head over to the 'Details' tab at the top of the Staff's profile
2. Scroll down to 'School' or 'Role Type'
3. Click the pencil icon to change
4. Choose from the drop down list
5. Click 'Update' to save this change

Renaming a role type:

You can also rename a role type by clicking on to the role type you want to re- name, click the pencil icon at the top next to the name. Enter your new name and then once you click off, it will save!

Adding or removing required Checks for a Role Type:

You can customise which vetting checks are required for each role type in Zen Vetting to ensure your SCR matches your school’s needs.

To Add or Remove a Vetting Check:

1. Go to the ‘Role Types’ tab from your dashboard.
2. Click on the role type you want to edit.
3. At the top, under ‘Include’, you’ll see the vetting checks currently required for that role.
4. Scroll down to view additional pre-set vetting checks that are available to add.

• To add a check, click the green plus (+) icon next to the check.
• To remove a check, click the red minus (–) icon next to the check.

Any changes you make will update the vetting requirements for that role and will be reflected in the Single Central Record automatically.