TracCloudGuideBasicsStaff
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TracCloudGuideBasicsStaff
Getting Started / Basics |
Creating a Staff Member Now that your TracCloud system has been configured, the first step towards fully utilizing your system is creating a staff member. To begin, head over to your Staff Listing by going to Other > Listings... > Staff. Screenshot: Shows the order of operations as described above. The Staff Listing will display all of your existing staff members. For this example, we’ll be creating a new one, so you’ll want to click the hamburger icon (Screenshot: Icon of three horizontal lines.), then “New Staff Member”. Screenshot: Shows the order of operations as described above. This will bring you to the General tab. We’ll go more in-depth on every option in this menu in another article, but for now let’s just cover the highlights.
If this staff member is going to be a consultant, the following options are also relevant.
Screenshot: Highlights the fields described above within the Consultant Entry tab. The following tab, Contact & Other Data, lets us manage the staff member’s contact information. If you have any custom fields setup for consultants, this is also the page where those would appear, for example, “Eye Color” and “Zoom Password” below. We will cover custom fields more in another article. Screenshot: Contents of the Contact & Other Data tab within Consultant Entry. Certifications are next, here we can find this consultant’s existing certifications or add new certifications by clicking the hamburger icon. Screenshot: Shows the order of operations as described above. After clicking the “New Certification” button, we will be brought to a page where we can select our certification type, grade, hours, and more. After saving, the certification will be found in this consultant’s profile as seen above. Screenshot: Contents of the New Certification page. Lastly, the Reason Specialties tab. This is where you can assign your consultants to the reasons or services they’re able to assist with, similar to course list specialties. Screenshot: Contents of the Reason Specialties tab. Click save after making any modifications, and you’re all set to continue through to the next chapter. |
