In the main menu, go to the “Employees” page (1). Then click the “Add” button (2).
In the opened form, input employee’s data. The “Name” (3) and “Last name” (4) are the mandatory fields. The “Active” switch (5) is useful for filtering employees who no longer work for the company.
Then click “Create” (6). After creating a new employee record, additional tabs will appear on the page. On the ‘CERTIFICATES’ tab, indicate the expiration date for the First Aid certificate and CPR certificate in fields (7) and (8). Add data for other certificates by clicking on the ‘Plus’ button (9).
State Monthly report about employees’ certificates usually include data for the employees who have shift records for the report month. You can set the switch (10) on to add the employee’s data into the report anyway. It is convenient for some categories of personnel as nurses who do not work for only one client during the day and do not register in an ISAS.
After filling out any form’s tab, click on the ‘Save’ button.
You would assign to the employee online access to their check-in/check-out data on the ‘ACCESS’ tab.
See more about Access management.