Difference between revisions of "Adding Employees and setting up security"

From MyFacilityFitPro_Wiki
Jump to: navigation, search
(→‎Set up the General Information)
Line 17: Line 17:
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
−
|[[File:MenuEmployees.png]]
+
|From the main menu, navigate to Employees
  
−
From the main menu, navigate to Employees
+
[[File:MenuEmployees.png]]
  
 
|-
 
|-
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
−
|[[File:Add.png]]
+
|On the top right of the screen, click '''Add'''.
 +
 
 +
[[File:Add.png]]
  
−
On the top right of the screen, click add
 
  
 
|-
 
|-
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>
 
|<big>'''<font size="5">3</font>'''</big>
−
|[[File:createEmployees.png|1000px]]
+
|You will be presented with the following screen.  You may click the image for a larger view.
  
−
You will be presented with the following screen.  You may click the image for a larger view.
+
[[File:createEmployees.png|1000px]]
 
Enter all fields in '''Personal Information'''
 
Enter all fields in '''Personal Information'''
−
*Fields with a red outline are required to be entered before you may save the record
+
*Fields with a red outline are required to be entered before you may save the record.
−
*Fields without a red outline are not required but may be helpful
+
*Fields without a red outline are not required but may be helpful.
 
User must be assigned to at least one '''Campus'''. Even if you only have one campus at your facility.
 
User must be assigned to at least one '''Campus'''. Even if you only have one campus at your facility.
−
Optionally, you may also enter  
+
Optionally, you may also enter:
 
*'''Job Responsibilities'''
 
*'''Job Responsibilities'''
 
**Job Responsibilities control certain aspects of the system
 
**Job Responsibilities control certain aspects of the system
Line 45: Line 46:
 
*'''Contact Information'''
 
*'''Contact Information'''
 
**This is where the employees email address and phone numbers are stored. This email address is required for the '''Forgot Password''' feature to work.
 
**This is where the employees email address and phone numbers are stored. This email address is required for the '''Forgot Password''' feature to work.
−
*'''Skills'''
+
*'''Skills'''.
−
**Skills do not have any functional impact on the system, but are here for your convenience and record keeping
+
**Skills do not have any functional impact on the system, but are here for your convenience and record keeping.
−
*User Administration is discussed in the "Create a login for the employee" section below
+
*User Administration is discussed in the "Create a login for the employee" section below.
  
 
|-
 
|-
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>
 
|<big>'''<font size="5">4</font>'''</big>
−
|[[File:Save.png]]
+
|Click '''Save'''.
−
Click '''Save'''
+
 
 +
[[File:Save.png]]
 +
 
  
  

Revision as of 10:14, 2 May 2016

Creating Employee Records

Overview

An Employee record contains all of the information that FacilityFit needs to know about workers at a facility. This includes the basic information of the person's name and identifiers, but may also include training records, reviews, skills and other information that is helpful to understanding the persons history and abilities.

NOTE: FacilityFit is not a replacement for a Human Resources system. FacilityFit is not meant to handle things such as Payroll, Hiring, or Termination of employees, though it can record those events.

Who needs to be entered as an Employee in FacilityFit?

  • Any person who will log into FacilityFit
  • Any person who will be assigned work in FacilityFit

Creating an Employee Record

Set up the General Information

Step Description
1 From the main menu, navigate to Employees

MenuEmployees.png

2 On the top right of the screen, click Add.

Add.png


3 You will be presented with the following screen. You may click the image for a larger view.

CreateEmployees.png Enter all fields in Personal Information

  • Fields with a red outline are required to be entered before you may save the record.
  • Fields without a red outline are not required but may be helpful.

User must be assigned to at least one Campus. Even if you only have one campus at your facility. Optionally, you may also enter:

  • Job Responsibilities
    • Job Responsibilities control certain aspects of the system
      • Transporter - only Transporters may be assigned to a Transport record. Also, this is required to use the Mobile Assignments application to update Transport records.
      • Housekeeper - only Housekeepers may be assigned to a Bed Cleaning record. Also, only Housekeepers may use the Mobile Assignments application to update Bed Cleaning records.
  • Contact Information
    • This is where the employees email address and phone numbers are stored. This email address is required for the Forgot Password feature to work.
  • Skills.
    • Skills do not have any functional impact on the system, but are here for your convenience and record keeping.
  • User Administration is discussed in the "Create a login for the employee" section below.
4 Click Save.

Save.png


Create a Login for the Employee

1 In the employee screen, find the section called User Administration

CreateUser.png

2 Click Create User

You will be presented with the following screen

  • Enter a Username and Password
  • Assign appropriate Employee Roles
    • Employee Roles tell the system what the user should be allowed to do
    • Note: If a user is being assigned to any transport role, you MUST assigned a validation Phone Number. The user will recieve a verification phone call on sign in.
    • For a complete understanding of each role, please see the topic on Security Roles in FacilityFit

CreateUserEmpty.png

3 Click Save

Save.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Adding_Employees_and_setting_up_security&oldid=1139"