Adding a Staff Profile

Content

  • Introduction
  • Overview of the Staff Profile
  • Adding a Staff Profile Security Level Requirements and Access
  • Steps to Creating a New Staff Profile

Introduction

This article is meant to assist you with adding a Staff Profile. 
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support@extendedreach.com. 

Overview of the Staff Profile

When a new employee’s role includes working with cases, this employee will require a Staff Profile. A Staff Profile is essentially a professional record that collects information such as: signature, credentials, phone numbers, hire date, and other information. This is the 2nd step for adding a new hire to the extendedReach system, following creating a User ID for the employee. For assistance in Adding a User ID, please see the Related Articles below.

Adding a Staff Profile Security Level Requirements and Access

You must be an Agency Administrator to access “Administration” on the left side of your Workspace. Go to “Organization Settings” and click on “Staff Profiles”.

Image: “Organization Settings Staff Access Screen”

3 Steps to Creating a New Staff Profile

1. Within the Staff Profiles, click on “Add Staff Profile”.

Image: “Add Staff Screen”

2. Within the General screen, complete the fields. 

Required fields are highlighted, while optional fields are not.

Image: “Add Staff General Screen”

Staff Setup and Linked User ID

Leave status “Active” if staff is currently employed. If the employee is no longer at the agency, set the status to "Inactive". Use the drop-down menu to indicate which organization the staff member belongs to

Most importantly, use the drop-down menu in the "User ID" field to select the name of the staff member.  This is where you can link this Staff Profile to an existing User ID. Without these two being linked, the staff member will not be able to complete reports or activities. 

Image: “Staff Setup and Linked User ID”

Image: “Link User ID Screen”

General Information

Enter in general information about the employee. Use the calendar icon to pick and choose dates; use the green plus icon to add your own fields (e.g. the Race field allows you to add races not listed). 

Image: “General Information Screen”

Personal Information

Enter in the personal information provided by the employee. Note that only system administrators will be able to view this data.

Image: "Personal Information Screen”

Emergency Contact

Enter in the emergency contact for this staff member. Include the full name of the contact, a phone number, and the relationship type (e.g. Sister, Mother, Husband, Wife, etc)

Image: “Emergency Contact Screen”

Scheduling Notes

Include any scheduling notes for the staff member in the provided box.

Image: “Scheduling Notes”

Signature

When you add a signature to a staff profile, it will show on all completed activities or reports that are configured to pull signatures. For more information on adding a staff signature, see the "Adding a Staff Signature" article in Related Articles below. 

Image: “Signature Screen”

3. Press SAVE to complete Adding a Staff Profile

Congratulations! You have set up a staff profile - that staff member will be able to work within extendedReach now. 

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