Reviewing and Updating Personnel Information
The employee tab contains a summary of employee information, including annual requirements and licenses. You may click a section header to open the editor and make changes as necessary:
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To use the new password reset functionality, users must ensure that a valid e-mail address is set up in Personnel | Address / Phones, under the Phones / Email section. This e-mail address will be used to send a link that allows you to reset your password.
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● Address / Phones — Click this header to open the Address/Phones tab and edit the information you entered when you first added the employee.
● Employment — Click this header to open the Employment tab and enter new or updated employment information (such as status, terms, and benefits).
● Licenses — Click this header to open the Licenses tab and enter new or updated license information (auto insurance, drivers license, and so on). Use this tab to also enter dates you completed the background check, competency test, and physical exam, as well as any necessary vaccinations.
● Requirements — Click this header to open the Requirements tab and enter or update the employee's annual requirements (CPR certification, Safety certification, skills program, and so on).
● Education — Click this header to open the Education tab and enter new or updated information about the employee's continuing education.
● Schedule — Click this header to open the Schedule tab and enter new or updated scheduling information.
● Payroll — Click this header to open the Personnel Payroll tab and setup, or override, payroll settings that were established by the agency for individual employees.
● Documents — Click this header to open the Personnel Documents tab, which allows you to upload a custom agency document to a Personnel file.
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From the Main Menu to the left, use the Scheduling Exclusions and Limits menu item options to set up exclusions and limits for your agency's employees.
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