Adding Staff

Step 1: Access the Staff Module 

• Click on Staff on the left-hand side of the screen. 

Step 2: Open Actions 

• Click on the blue Actions button on the right-hand side of the screen. 
• A dropdown menu will appear with several options. 
• Click Add Staff or Import CSV to add new staff. 

Entering Staff Information 

When adding or editing staff, there are 3 tabs to fill out: 

• Demographics: 
  • This section includes general information such as: 

• • First Name 

• • Last Name 

• • Social Security Number 

• • Address 

• • Phone Number 

• • Date of Birth 

• • Email Address 

• • Only the First Name, Last Name, and Email are required to get started.

Helpful Hint: Enter the Social Security Number and Date of Birth for accurate verifications (e.g., OIG, State License). 

• Additional Information: 
  • This section includes: 

• • • Role 

• • • Department 

• • • Date of Hire 

• • • Date of Termination (if applicable) 

• Emergency Contact: 
  • This section includes: 

• • • Emergency Contact Name 

• • • Emergency Contact Email 
    • Emergency Contact Phone Number