Staff Profile Creation

Setting up Staff Profiles

Before creating a staff profile make sure you have built out (insert Roles Article) first.

 

NOTE: If you are using Welina and Aloha integration your Welina staff profiles will be automatically created! All you need to do is send out an invite and complete Welina specific fields (see below). If you have added any Welina custom fields to your staff profiles be sure to enter that information on your Welina staff profiles as well.  

1. From the navigation menu click Organization Set-up  icon.
   
2. Select Staff from the menu bar
   
3. Select Add Staff 
   
4. Fill in the staff's basic information (emphasis on mandatory information and tips about order of staff). 
   

1. Reporting Manager: 

The Reporting Manager on a staff profile is tied into Lesson Note approvals and un-approvals as well as client caseload oversight. If a Lesson Note needs to be un-approved for editing, anyone listed as a reporting manager for the staff who submitted the note will have access to un-approve the note and either make edits or request edits from notes author. If you choose to use the Lesson note approval process anyone listed as a reporting manager for the staff may be responsible for approving the notes. 

2. Office Selected:

Choose the office that the staff works at, Staff can be connected to more than one office as needed. If a staff is not connected to an office that a client whose profile they need to access is connected to, they will not be able to see that client. Make sure staff are connected to the same office their client's are connected to.

3. Clients:

This is where client assignment occurs. Choose to connect your staff to clients you would like to have access to. The type of access your staff has to the client profile will be determined by the staffs user role and permissions. 

4. Job Role:

Please see (insert User Roles Guide) for how a chosen user role effects the staff account. 

Click here to jump to Setting Up Client Profiles

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