Once all the employees have been entered into your Measure database, users can then search for any employee by First Name, Last Name, Funding Source, Supervisor, Language, Status, and Zone, using the filter option as shown by the arrow.
To view the employee information, click on the employee's first or last name. Users will be able to view the employee homepage where they can view different Tiles for different fields, including any information that the user has been authorized to access. Some users will have ‘read-only’ access while others may be able to view and edit client information. If you wish to adjust your access authorization, contact your facility administrator.
Employee biography
‘Employee Biography’ provides access to biographic information of the employee. To edit/view more information, click the edit button.
Depending on your access type, you may be able to view and edit employee biographic information here. Fields marked with '*' are mandatory.
When editing the employee details, the information is broken into 5 different sections: ‘Employee Biography’, ‘Contact’, 'HR Setup', 'Custom Property', and ‘User Management.'
1. Employee Biography
As seen above, there are multiple fields under ‘Biography’ that can be edited as necessary. Press ‘Save’ after you complete the desired edits. Pressing ‘Close’ will close this screen.
2. Contact
Upon filling out/editing ‘Employee Biography’ you may move on to ‘Contact’ which will allow users to edit the contact information for the employee as seen below:
And ‘Emergency Contact’ as seen below and click on 'Save'.
3. HR Setup
The ‘HR Setup’ tab allows you to edit the details related to a staff member’s highest degree, hire date, and payroll settings.
Note: Detailed information for HR setup tab is explained in a different article.
4. Custom Property
The ‘Custom Property’ tab functions similarly to the ‘Custom Property’ tab found in the ‘Client’ section; however, labels in this section will only apply to staff.
5. User Management
It is used to reset a password for a particular account. Limited people have access to this function.
Whenever the user is not able to login, or receiving an invalid login message, or receiving an error getting into the account, they need to contact their admin to reset the password. The admin will provide the default password to the employee through which the employee can login again and reset their password.
Note: The default password is in Manage Site Properties under Site Settings.
Under the Employee homepage, the user will be able to view different Tiles as shown below:
Authorized users can add/edit information on the following for an employee:
1. Credential Type - Click on the add icon, select the Credential Type applicable for the employee and click on save.
2. Qualification Type - Add the qualification type for the employee.
3. Custom Properties - Select any custom property and checkmark/type/select the property.
4. Clearance Type - Add all the credential types required for the employee.
5. Client Exclusion - Select those clients to which the employee will not be providing the services.
6. Funding Source Exclusion - Drop the Funding sources to the right which are to be excluded for the employee.
7. Service type/Service Sub-type Exclusion - Drop the Service type and Service Sub-type Exclusion to the right which is to be excluded for the employee.
8. Hourly Pay Rate - Enter the earning code, rate, and mark as active.
9. Leaves - Select the leave date, time, leave type, and enter the notes if required.
10. Employee Availability - Mention the employee's available days and timings.
11. Appointment - Appointments for the employee will automatically be added here when the appointment is scheduled. It can be filtered for today, the last 7/30 days, the next 7/30 days, and all.
12. Employee Group - Group names of the employee will automatically be added here.
13. HR Note - Mention the Incident Date, Name, Short Description, Admin Name, Disciplinary Action, Method of Communication, and upload file, if applicable.
14. Training - Select the Employee Training Type, Issue Date, Expiry date, and upload file, if applicable.
15. Files - Add files for the employee, if applicable.
16. My Clients - Clients of the employee will automatically be added from the Treatment Team of the employee.