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SiCompounding ManualFacility setup

Adding and Maintaining Staff Info?

Step-by-step guide to creating, managing, and maintaining staff records, access, permissions, and documentation in SiKore.

Overview

The Staff section within Facility Setup is where all employee-related information is created, maintained, and audited. This area is critical for staffing the facility, streamlining operations, enhancing efficiency, and supporting compliance within the highly regulated pharmaceutical industry.

Staff setup controls:

  • Employee demographics and contact information
  • Contracts, schedules, and electronic signatures
  • System accounts and role-based access
  • Privilege sets, actions, and access rights
  • Logs, documents, and audit trails

Note: Facility Setup and Staff management require admin access.

Accessing Staff Setup

  1. Click the FileMaker Pro icon on your computer.
  2. In the next window, click the K or System icon.
  3. Enter your Username and Password, then click Sign In.
  4. The SiKore System Window opens, displaying My Modules and a To Do List on the right.
  5. Below all modules, click Facility Setup.
  6. In the Facility Setup area, use the blue menu sidebar on the left and select Staff.

Creating a New Staff Member

  1. In the Staff window, above Employee Detail, click + New.
  2. The Add Staff window opens.

Employee Information

Enter the following information:

  • Name Details: First Name, Middle Name, Last Name, Initials

  • Personal Info: Birthday

  • Security & Language: Security ID, PIN, Language (SP | EN | FR)

  • Address: Home Address Line 1, Apt/Suite #, City, State, Zip Code

  • Phone Numbers: Mobile Phone, Home Phone, Office Extension

  • Emails & Accounts: Personal Email, Work Email, Apple ID

  • Status:

    • Status: Active | Inactive
    • Time Clock Status: Active | Inactive

Click Save after all data has been entered or updated.

Photos and Notes

Photo

  • Upload or take a photo directly from the Information window.

Communication Notes

  1. Click + Note.

  2. In the New Communication window, enter:

    • Select Type
    • Enter Note text
    • Add a supporting Document or Image using the Drag and drop here… area
    • Select a Document or Image Type (if applicable)

  3. Click Save.

Contract Information

  1. From Employee Detail, click Contract in the menu bar.
  2. Click Edit and enter the following:

Contract Details

  • Department
  • Role
  • Profile
  • Group
  • Supervisors

Schedule & Employment

  • Hire Date
  • Week Hours
  • Early Time
  • Late Time
  • Lunch Time

Contract Type

  • Hourly
  • Salary
  1. Click Save after changes are made.
  2. Upload or capture an Electronic Signature if required.

User Account and System Access

Creating a User Account

  1. From Employee Detail, click User Access.

  2. In Account Information, select a Profile matching the staff role.

  3. Click + Create Account.

    • Recommended Account Name: First initial + Last name

  4. Click Create.

This creates the account and assigns permissions based on the selected profile.

Important: Write down the Account Name.

Privilege Sets by System Component

Assign privilege sets per component:

  • SiKore: User00 (Default), User01 (Admin)
  • SiCompounding: User00 (Default), User01 (Managers), User02 (Pharmacists), User03 (Technicians), User04 (Students), User05 (Study Trials), User06 (Shipping), User07 (Case Mgmt), User08 (Quality), User09 (Finance), User10 (Data Analysts)
  • SiMonitoring: User00 (Admin), User01 (User)
  • SiEquipment: User00 (Default), User01 (Admin), User02 (User)
  • SiTraining: User00 (Default), User01 (Admin), User02 (Trainer), User03 (Trainee)
  • SiSterile
  • SiCash
  • SiTimeClock: User00 (Admin), User01 (User), User02 (Supervisor)

Granting Component Access

  1. Click User Access from the blue sidebar.
  2. Select the System Component.
  3. Click Grant Access.
  4. In the access window, locate the Account Name.
  5. Click the pointer icon to move the account to Accounts Selected.
  6. Click Close.

Managing Privilege Set Actions

  1. Click User Access below the SiKore icon.
  2. Select a System Component (example: SiEquipment).
  3. Click Actions/Access.
  4. Click the pencil icon next to a Group Name (example: User02 – User).

Editing Actions

  • Remove Actions:

    • Search Selected Actions (example: "settings")
    • Click X or Clear All

  • Add Actions:

    • Search Available Actions
    • Click individual arrows or Add All
  1. Click Close when finished.

Access Rights Management

  1. From Staff, select Access Rights.

By Privilege Sets

  • Select a Component (example: SiCompounding)
  • View assigned Actions and Authorized Names
  • Use search to filter results

By Staff

  1. Click + Add Action.
  2. Search Actions or filter by Component.
  3. Move Actions to Selected Actions.
  4. Remove Actions using X or Clear All.
  5. Click Close.

Logs and Auditing

Access Logs

  • View Accounts and Timestamps
  • Filter by Date Range (default: Last 30 Days)
  • Search by Date or Time

Documents

  1. Click Documents.
  2. Click + New.
  3. Add a document via Drag and drop here…
  4. Select Document Type (if applicable)
  5. Enter Description
  6. Click Save

Document Actions

  • View Document
  • Delete (requires confirmation)
  • Access Rights: View Access Rights report
  • Change Logs: View record modification history

Completion

This completes the step-by-step process for Adding and Maintaining Staff Information in SiKore.

Facility User Access Setup: How It Works?

How user access, permissions, and system components are managed in SiKore

Storing Facility Documents?

Step-by-step guide for creating, categorizing, and managing facility-level documents within SiKore Facility Setup.

On this page

OverviewAccessing Staff SetupCreating a New Staff MemberEmployee InformationPhotos and NotesPhotoCommunication NotesContract InformationContract DetailsSchedule & EmploymentContract TypeUser Account and System AccessCreating a User AccountPrivilege Sets by System ComponentGranting Component AccessManaging Privilege Set ActionsEditing ActionsAccess Rights ManagementBy Privilege SetsBy StaffLogs and AuditingAccess LogsDocumentsDocument ActionsMenu Bar ActionsCompletion
Adding and Maintaining Staff Info?