| Style | ||
|---|---|---|
| ||
| Div | ||
|---|---|---|
| ||
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.
| Note |
|---|
The Personnel module creates manages records for those that work at the center whereas the Settings>Users module sets governs access to the Community Connect applications. |
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", "Volunteer" or "Contractor" designation.
If applicable, toggle the "Instructor" and/or "Coach" flags
Section 
Info The instructor and coach flags will populate other fields in the Community Connect applications (like displaying a list of coaches for a center).
Continue scrolling down to add contact info - users can add multiple kinds of email, phone numbers or addresses
Section 
If applicable, users can link the personnel record to a customer record which ties them together to identify them as working at the center
Section Info Enter the associated customer barcode to link the accounts
If desired, users can set comments on the personnel record
Section 
Select "SAVE" to finalize the personnel record changes
Section 
| Tip |
|---|
Many features of the Personnel module are controlled by permissions. If you feel like you should be able to perform a specific function but cannot then contact your administrator. |
Related articles
| Filter by label (Content by label) | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|