How To: Create a new employee

1. From the main menu bar choose the Settings-tab, then Employee

2. Select New Employee

3. Minimum information: First Name, Last Name, Employee Cd, Activity Type

4. Click Create

Purpose: 

To populate the drop-down menus on the New Plan Agreement and Service Consumption, as well as to track any type of commission. 

Notes:

When enrolling a new membership plan, any Employee that has 'Activity Type' of Administration will show in the Enrolled By drop-down list. 

Employees with 'Activity Type' of Clinical will show only in the Service Professional drop-down list. 

Choose All to appear in both lists.

Reference:

https://extendcredit.zendesk.com/hc/en-us/articles/360004066692-What-is-the-difference-between-employees-and-users-

https://extendcredit.zendesk.com/hc/en-us/articles/360004818532-What-is-employee-Activity-Type-

https://extendcredit.zendesk.com/hc/en-us/articles/360013105672-Why-does-the-employee-no-longer-appear-in-the-list-

https://extendcredit.zendesk.com/hc/en-us/articles/210082146-How-may-I-add-providers-to-the-Services-Performed-By-list-when-completing-consumer-consumption-