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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.
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The Personnel module creates manages records for those that work at the center whereas the Settings>Settings → Users module sets governs access to the Community Connect applications. |
Step-by-Step Guide
To ADD a record to personnel, select "NEW"
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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
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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
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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
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Select "SAVE" to finalize the personnel record changes
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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. |
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