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SCHOOLIXA MODULE GUIDE

Staff, Payroll & RBAC Guide

Manage employees, departments, designations, roles, permissions, staff login, self-service, attendance, leave, timetable, and payroll.

OVERVIEW

What this module is for

Manage employees, departments, designations, roles, permissions, staff login, self-service, attendance, leave, timetable, and payroll.

Primary users School admins, HR staff, payroll users, and staff members
Documentation status Foundation ready
BEFORE YOU START

Prerequisites

  • Staff permissions assigned
  • Employee records created
  • Roles and permissions planned before enabling login access
SCREENS

Main screens

Employees Departments Designations Roles Permissions Staff Login Access My Account Self Service Payroll Leave
WORKFLOWS

Step-by-step workflows

1

Enable staff login

  1. Create or verify the employee record.
  2. Assign a role with required permissions.
  3. Open Staff Login Access.
  4. Enable login and issue temporary access details through the approved workflow.
  5. Staff must change the temporary password on first login.
2

Use staff self-service

  1. Staff logs in from the staff login page.
  2. Complete forced password change if required.
  3. Open My Account.
  4. Use attendance, leave, timetable, and payroll self-service cards according to permissions.
3

Run payroll

  1. Configure payroll settings.
  2. Generate payroll for eligible staff.
  3. Review salary slip.
  4. Update status or print/export only through permitted payroll actions.
DETAILS

Operational detail

Permission checkpoints

  • Employee records, staff login access, roles, permissions, self-service pages, leave, timetable, attendance, and payroll are separately controlled.
  • Staff authentication uses staff login routes while preserving the existing school/admin login behavior.
  • Global student search and module shortcuts must be hidden from staff unless the assigned role permits them.

Field guidance

Employee master record

Keep employee code, contact details, department, designation, staff type, and employment status accurate.

Login access

Enable staff login only after the employee record is ready and the role has been reviewed.

Role permissions

Grant the smallest set of permissions needed for the staff member job function.

First login password

Temporary passwords must be changed by the staff member before normal self-service use.

Self-service

Staff can use attendance, leave, timetable, payroll, and account pages only where the role allows access.

Payroll

Payroll generation, salary slip review, and status updates should follow the payroll lifecycle and approval expectations.

Validation and system feedback

  • Staff login access must reference an active employee from the authenticated school.
  • Email and contact values should not be duplicated unnecessarily when the employee master already stores them.
  • Password rules are enforced during first-login change and later password updates.
  • Permission checks run server-side even when sidebar entries are hidden.

Common mistakes to avoid

  • Giving a broad admin-like role to ordinary staff.
  • Leaving temporary passwords unchanged.
  • Expecting staff to see global search without student access permission.
  • Changing payroll state outside the payroll workflow.

Recommended next steps

Assign role Enable login Verify staff dashboard Run staff permission smoke
SCREENSHOTS

Screenshot plan

Final public screenshots will use synthetic QA data only. Sensitive values such as names, phone numbers, emails, admission numbers, document numbers, credentials, cookies, tokens, and internal IDs must be removed or redacted.

Staff login access
Staff my account
Role permission screen
Payroll slip view
SAFE USE

Important safety notes

Use normal Schoolixa workflows

Public docs explain user workflows only. They do not expose internal IDs, direct database operations, credentials, provider prompts, or private system configuration. Permission visibility in the interface does not replace server-side permission checks.