Employee Profile Overview

Navigate to an Employee Profile through the [Employee List]

Note: The Employees List will default to "Active" Employees only. Please use the filtering options to view additional statuses.

Review Key Information within the Employee Profile

Key Tabs at the top of the Employee Profile

• Demographics - use this tab to view the employee's demographic information, including group and department assignments
• Clients - use this tab to view the employee's caseload, active recurrences and Do Not Send list
• Skills & Qualifications - use this tab to view and edit the employee's current skills and qualifications
• Reports - use this tab to view all reports submitted by this employee in the field
• Schedule - use this tab to access the employee schedule
• Time Sheets & Premiums - use this tab to view and add premiums for this employee (i.e. mileage)
• Employment - use this tab to add and edit employee unavailability/availability
• Tasks - use this tab to view all tasks assigned to this employee (open and closed)

Key Tabs in the Green Bar

• Employee Notes  - this tab houses confidential notes regarding the employee and is not visible to the field
• Emergency Contacts - use this tab to house the employee's emergency contacts
• Attachments - use this tab to view, edit and add any external documentation for this employee