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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 cardsadd comments.

Step-by-Step Guide

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

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

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   Create GIF Image RemovedImage Added Info The "Account Type"  field is a simple "Employee", "Volunteer" or "Non-EmployeeContractor" designation (USED WHERE?).

   
   

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

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   Image RemovedImage Added Info COACH does XXX and INSTRUCTOR does YYY...here for more infoThe 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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   ADD SS

   Optionally

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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

   ADD GIF

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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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   ADD SSImage Added

   
   

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

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   ADD SS

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