SUMMARY:
The Staff Menu in EmpowOR enables administrators to add, edit, and manage staff, as well as assign roles, permissions, and access. This menu is only available to users with Administrator permissions.
Manage Staff
- Adding Staff: Click ADD NEW STAFF, enter details, and save.
- Editing Staff: Use the search bar, click the edit icon to the right of the staff person’s name, update information, and save.
Manage Staff Dashboard Tabs
- Basic Info: Enter name, address, employee ID, and enable system access. To give access to EmpowOR, the checkbox for SYSTEM ACCESS must be checked.
- Required information is designated with a *.
- Some fields, such as Location or Languages, allow multiple selections. When more than one selection has been made, one of the choices can be designated as Primary.
- Staff Actions allows user to Change Password or Change staff to Inactive
- Audit Log allows user to see the log of status changes throughout the person’s employment
- Detailed Information: Record education, training, certifications, services, and events.
- To add a new item, click the Edit icon, enter information, then SAVE.
- Notes: Allows supervisors to create and save dated notes about the staff person.
- To add a new note, click the ADD NEW NOTE, enter information, and then SAVE. All notes will display in the area below.
- Program Assignments: Administrators can assign staff to programs, which controls access to program forms and confidential notes.
- Work Templates: Assign and set default work templates.
- To make one of several work templates the DEFAULT template, click on the tag icon to make it highlighted in green.
- Documents: Upload and manage personnel documents pertaining to the staff person.
- Click SELECT to navigate to the correct location, select the document, click OPEN, and then UPLOAD. All uploaded documents will display in the area below.
Managing Staff Access & Roles
- Manage Staff Access: Administrators can modify the areas of the admin system that may be accessed by specified staff roles. This is done through the Manage Function Access window.
- Click MANAGE ACCESS to grant or limit access to the specified area by staff role.
- Manage Staff Roles: Create and define roles with specific access permissions.
- Click ADD NEW STAFF ROLE to create a new role. Give the role a name and description, and then SAVE.
Administrators can customize fields such as position, division, language, and certifications through the Manage List Items menu.