Creating Employee Records

Employee records can be added manually for new employees as needed.

You must be granted the OPS > Employee Profile > Employee Card > Add permission to create employee records.
To add employee records automatically, use the Employee Import screen.
  1. In the Employee Profile screen, select the New Employee folder:
    New Employee Folder
    An employee card with empty fields shows in the right pane.
  2. Enter an Employee Id.
    If the OPS > Employee Profile > Force Employee ID to Match Badge Number property is selected, enter a badge number. It will automatically be used as the Employee Id.
  3. Enter the employee's Last Name and First Name.
  4. Enter other information as required.
  5. Select Save.
    The employee record is created. A message is shown advising you to set the Agency, Division, Employee Type, and Status Type fields to Not Specified in the Context dialog to view and update the new employee record.
Set the Status for the employee and assign a division. The employee is then automatically added to the correct agency.