Add an Office Personnel Record

Owned by Jason Reel (Deactivated)
Last updated: Mar 06, 2019
2 min read

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.


The Personnel module manages records for those that work at the center whereas the Settings → Users module governs access to the Community Connect applications.


Step-by-Step Guide

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

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

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

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

    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

  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

    Enter the associated customer barcode to link the accounts.

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

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

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.