Activate / Inactivate Users
How can I change the status of a user?
Below are the steps to changing a users status from Active to Inactive and vice versa.
To change an active user to an inactive user (o...
Import or Update User Information From CSV File
How can I Import or Update user information from a CSV file?
This tool allows you to create or update multiple users at once by uploading a single CSV file that contains your user information.
User Profile - Profile Tab
What information can be saved in the Profile Tab?
Personal Details: Name, Email, Gender, Birthdate, Birthplace, Nationality, Marital Status, Marriage Date & Spouse Name
Contact Details: Home Phone, Mobile Phone, Othe...
Can I change a user's role at anytime?
Yes, once you're logged in as an Administrator, you can change a Manager to an Employee or vice versa.
Here's how you can change the ...
User Profile - Employment Tab
What information can be saved in the Employment Tab?
Job Title, Employee ID, Hired Date, & Termination Date (An employee would need to be inactivated to have the Termination Date)
User Type, Department & Off...
Can I change my username at anytime?
Yes, once you're logged in, you can change your username from the Staff Module.
Here's how to change the use...
User Profile - Compensation Tab
What can I track in the Compensation tab?
The Compensation Tab can list both the Current Salary, Salary Type, & Currency as well the Salary History of the user.
User Profile - Notes
Where can I input information about my Employees, such as who is First Aid trained, so that Managers and Admins can see this in their profile?
The Notes tab within the Staff Profile allows you to input notes that can be visible to Administrators ...
Terminating a User
How can I terminate someone by following the termination process?
The below process will show you how to correctly terminate an Employee.
Here's what needs to b...