​​​Helpsite > HR

Add, Delete, and Set Staff as Inactive

• Always go to Organizational Settings>User IDs (unless the staff member will not log into Er. In that case add as Staff Profile only)
• User IDs include
  • Branch, Job Title, Email, Signature, Role, Security Rights
  • Security Rights = User Group they are attached to
  • User Group = Permissions to attach multiple staff members to
• Staff Profiles include
  • what user ID they are attached to, Supervisor, Branch, Email
    • If case aide or similar change Employment to Part time and Hours/Week to 0
  • Main and mobile number should both be the CFSF Mobile # (unless they do not have one)
    • If Case aide only Supervisor and hire date
  • If Licensor or Case Manager check the Intake Worker box
• Link Inbox = an email address that can receive attachments

Adding Case Manager

• Workspace Setup everything unchecked
• Assign case manager to kid(s)
• Copy another case manager details if needed with additional roles

Staff Training

• Add Training to one staff member
  • Go to Staff>Directory>Staff who took the training
  • Click Add Training
    • Add Date of training, Topic, # of Hours, Title. If applicable add Instructor and Location
    • Do not upload a document as those will be uploaded into Payroll software
    • Click Save
• Add Training to multiple staff members
  • Go to Staff>Training
  • Add Training for Multiple Staff
  • Add Date of training, Topic, # of Hours, Title. If applicable add Instructor and Location
  • Add the staff who took the training under “Who completed the training?”
  • Do not upload a document as those will be uploaded into Payroll softwar
  • Click Save
• View Training Log for one employee
  • Go to Staff>Directory>Staff member you want to see
  • Click on Training tab
• View Training for multiple staff members
  • Go to Staff>Training
  • Expand All