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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

add comments.

Step-by-Step Guide

1. To ADD a record to personnel, select "NEW"

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   When clicked a window will open displaying a variety of widgets

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   Select the desired widget and click "ADD"

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   The widget will be added to the dashboard and the user can define specific options depending on the widget selected and select "SAVE"

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   Congratulations, you did it! Continue adding widgets or edit them to make it your own.

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2. Set the new staff's name, assign them a barcode and the account type (these are required fields) 

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   Image Added Info The "Account Type"  field is a simple "Employee", "Volunteer" or "Contractor" designation.

   
   

3. If applicable, toggle the "Instructor" and/or "Coach" flags

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   Image Added Info The instructor and coach flags will populate other fields in the Community Connect applications (like displaying a list of coaches for a center).

   
   

4. Continue scrolling down to add contact info - users can add multiple kinds of email, phone numbers or addresses

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5. If applicable, users can link the personnel record to a customer record which ties them together to identify them as working at the center

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   Info Enter the associated customer barcode to link the accounts. Image Added

   
   

6. If desired, users can set comments on the personnel record

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7. Select "SAVE" to finalize the personnel record changes

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