Working with Personnel Records

This topic is designed to acquaint you with the Personnel menu and using Personnel records. After you add personnel, you must set up user security. See Managing User Security and Preferences for more information.

Use the Personnel menu to perform all of the following:

Add New Employees and Update Employee Information	Work with Employee Licensing	Work with Employee Hours and Scheduling	Personnel Reports
Adding New Employees	Identifying Annual Requirements	Identifying Employee Availability	Auto Reports: ● Auto Inspection ● Auto Liability Insurance
Entering Continuing Education	Adding Employee Licenses	Setting Limits	Employment Reports: ● Availability ● Background Checks ● Competency Test ● Evaluation Date ● Hire Date ● Master Personnel Listing ● Payroll ● Personnel Data Sheet ● Personnel Safety Requirements ● Physical Exam ● Productivity ● Termination Date
Adding Employment Information		Viewing the Employee Schedule	Encounter Reports: ● Encounter Report ● Encounter by Service Code
Using the Personnel Management Window		Scheduling Exclusions	Expiration/Renewal Reports: ● CPR Expiration ● Drivers License Expiration ● Expiration Master Listing ● Infection Control Expiration ● License Expiration ● License Renewal ● Professional Liability Insurance ● Tuberculosis Vaccination ● Tuberculosis X-Ray
Reviewing and Updating Personnel Information