The following walks you through the different sections you need to complete in order to setup an employee in the Employee tab.
Jump to Section:
Credential Setup Section
- Select necessary credentials you would like to track for your facility under each credential type from our Master List. The listed items selected will appear within the credential and qualifications section in the Employee Tab.
HR Note Type Setup Section
- This section creates a drop down menu for you within the HR Note section within the Employee Tab. You are able to use this section for any types note HR notes you obtain or write for your staff members. Seen below are examples that are used. To add an item to the drop down list, Select Add Note type button and enter the description and save!
NOTE: At least one item needs to be added in this list in order to use the HR Note section within the employee tab.
Employee Position Section
- Here you are able to create a drop down menu of titles that are within your company/facility. The menu will appear in the biographic section within the Employee tab(Title). This is used for cosmetic purposes and will not go to billing. To add a title, select the add position button and add description and save.