Adding_new_Staff

Adding New Staff

Important: Before adding Staff, use the Quick Search to check if the Staff person is already in AGENCY!

• Some sites may have an "Add Staff" link directly on their home page. If so, click it.
• If not:
  • Click on the "Menu" link in the upper left
  • Find the "Staff Account Administration" section
  • Click "Add a new staff account"

• Fill in the form, and click submit, then confirm your posting

  Your AGENCY system may be set up with an automatic email naming system
  If that is the case, you should leave the email field blank, except
  for irregular cases that do not fit with your normal naming conventions.

• Once you have entered a staff person, you should also Add a Staff Employment Record

When Staff Leave

Important: When staff leave, you do not want to delete them from AGENCY. You want to keep a record that they were there at one point. Instead, you update their records to indicate that they are no longer active.

• Go to the Staff Person's Page (use the Quick Search)
• Click "View/Edit Data Record", then "Edit this Record"
• Change Active? and Login Allowed? to No.
• Submit your changes
• Return to the staff page
• Edit their staff employment record to reflect their last day
• If there are permissions listed, edit them to add an end date. Should be the same as their last day
• If they have open Staff Assignments, you should edit those to add the end date. (You may also want to use the transfer/close caseload option on the menu page)