Academy
Purpose
To ensure all staff are properly configured for scheduling, payroll, and compliance.
Who Should Complete This Step?
Administrators, HR, coordinators, and schedulers
Staff
Steps:
- Review Staff-Facing Settings
- Review: Staff Facing Settings
- Complete your settings
- Add new staff members
- Review the following articles: How to Add a New Staff Member
Assigning Pay Rates to your Staff Profile
- Review the following articles: How to Add a New Staff Member
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- Enter Staff Profiles
- Assign Pay Rates: all field staff will need services authorized and pay rates to schedule.
Update staff status as needed (active/inactive)
- Review article: How to update a staff status change
Best Practices:
- Maintain consistent role-based permissions.
- Regularly audit staff profiles for accuracy.
- Document pay rate changes for payroll traceability.
Next Step: Attend the Client Profiles Webinar held every Tuesday at 1:00 est except holidays- Select Here to Join the Webinar