Adding Employees
Employees are the workers in your agency that provide services. Employees are added from the Employee tab. Before you add new employees, you must create a security user and role to associate with the new employee. Every employee added to your agency will need the appropriate security user and role assigned.
The security user and role associated with an employee allows role based care and services to be associated with the employee and the client. For example, an Home Health Aide (HHA) has the security and role associated and he/she can perform HHA duties. If the HHA is accidentally assigned to provide care for a client that requires RN services, the system would not allow the HHA to be assigned.
For more information, see Creating Security Users and Creating Security Roles.
After the security user and role are created, you can add a new employee and associate the employee to the security user.
From the Home page, click Employees and click Add.
Name - enter first and last name.
Date of Birth - enter date of birth.
SSN - enter Social Security Number (SSN).
Employment Type - select option.
Employee Status - select option.
Start Date - enter date.
Line of Business - select option.
User Search - select user account to associate the employee user with the employee name.
Branch(es) - select option.