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When it comes to managing staff the Personnel module allows users to add instructors, coaches, and other staff that work at the center. Once added, users can add contact information, link to customer records and print ID cards.
Step-by-Step Guide
To ADD a record to personnel, select "NEW"
Section Set the new staff's name, assign them a barcode and the account type (these are required fields)
Section Create GIF
Info The "Account Type" field is a simple "Employee", "Contractor" or "Non-EmployeeCoach" designation.
If applicable, toggle the "Instructor" and/or "Coach" flags
Section Info COACH does XXX and INSTRUCTOR does YYY...here for more info
Continue scrolling down to add contact info - users can add multiple kinds of email, phone or addresses
Section ADD SS
Optionally users can link the personnel record to a customer record which ties them together
Section ADD GIF
If desired, set comments on the record
Section ADD SS
Select "SAVE" to finalize the personnel record
Section ADD SS
Related articles
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