Staff setup options
| Field or check box | Description | Notes |
|---|---|---|
| Agency | Defines which agency a staff person is working for (the system allows each user to work for multiple agencies). | |
| Job Title |
Defines the worker’s job title. When job titles are set up (which should be done prior to entering staff in Agency > Staff & Security > Job Titles), settings on the job title define whether users with this title can supervisor others and whether this is a staff or contractor. Only staff titles will be available when entering staff in Agency > Staff & Security > Staff Information. Only contractor titles will be available when entering contractors in Agency > Staff & Security > Contractors. |
|
| Start Date | Date on which the user can begin to use the system and be assigned to clients | |
| Supervisor | Staff person’s supervisor. When setting up your agency, you must add supervisors before adding their subordinates. | |
| Managing Office | The office(s) where this staff person works. | |
| Programs (list) or All Programs | Identifies which programs the staff member has access to for providing services and working with client enrollment information. | |
| All Worker Roles | For training exercise purposes please keep checked. The worker roles concept will be explain later in this manual. |