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Employees

Learn more about the different ways to set up and maintain your employee directory.

Updated over a month ago

Overview

This article will explain the 'Employees' directory section on the e-Reception Book dashboard and how to set up and maintain your employee list. It will also teach you more about adding, importing, editing, and creating permissions on the dashboard. Employees can be loaded into the system in several ways, including Office 365, MIS integration (Education), Nourish Care Planning system (Care), manual entry, and bulk import for CSV.

There are three benefits to loading an employee list:

  • Allows visitors to select their host as part of the check-in process.

  • Allow access to the e-Reception Book to selected employees (controlled by Roles & Permissions.)

  • Allow Employees to check in/out via the system for time management and health and safety control.


How to Add Employees

There are several ways, including manual entry, bulk import from CSV, Office 365, plus MIS integration (Education) and Nourish Care Planning system (Care) to load employees into the system.

Single Entry

To create an employee in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Click +New Employee

  3. Enter the Employee details

  4. Click Save.​

CSV Bulk Upload

To upload multiple residents in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Click + Import Employee

  3. Upload Template file (a template can be found on the import screen)

  4. Review the Employee details

  5. Click Save.​

Integration

Employees can be uploaded to the system through several integrations; please see the articles below for further information


How to Edit Employees

To edit an employee in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Select the Employee

  3. Click Edit

  4. Edit the details

  5. Click Save.​


How to Archive Employees

To archive an employee in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Select the Employee

  3. Click Archive

  4. Confirm


Employee Account Access

Employees within your directory can be given access to the system, which is controlled by Roles and Permissions. These concepts define how users access and interact with the e-Reception Book. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.

Please note Employees must have an email entered to be given access.


How to Give Access to a Single Employee

To enable account access and allocate a role to an employee in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Select the Employee

  3. Click Edit

  4. Toggle on Account Access and select a Role

  5. Click Save


How to Give Access to Multiple Employees

To enable account access and allocate a role to multiple employees in your directory, follow the steps below:

  1. On the dashboard, navigate to Directory > Employees

  2. Select the Employee

  3. Click Three Dots and press Select

  4. Select the Employees

  5. Click Send Account Details


Confirmation Email

Once account access has been enabled, the Employee will receive a Confirmation Email.

The email will look similar to the example provided below. To validate their access, the staff member must follow the steps in the video.

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