Companies in Staff Member Profiles

In some situations, a staff member may be employed at multiple companies or agencies.

To add a company to a staff member:

  1. Go to Main Menu > Staff.

  2. Locate and double click on the staff member using the search filters.

  3. Click General.

  4. Click the green + button under Companies. This opens the Companies window.

    Click the green + button under Companies.

  5. Click the company to be added.

    Click the company to be added.

  6. Click Save.

In some situations, an employee may move on from a company or agency while still working for another.

To remove a company:

  1. Go to Main Menu > Staff.

  2. Locate and double click on the staff member using the search filters.

    Click General.

  3. Change the Status to 10 - Cancelled.

    Change the Status to 10 - Cancelled.

  4. Select a Reason Code for the cancellation.

  5. Enter any details in the Note field.

  6. Click Save.

    Select a Reason Code for the cancellation. Enter any details in the Note field. Click Save.

  7. Click Save.

    Click Save.