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When creating a new staff title, you’ll need to assign the title to a role. The account defaults to 6 roles with descriptions and will populate as your options or OR you can add a new Role. (See Roles for a description of how to add a new role)
Here is where you can also edit current titles to be in a different Roles (Select EDIT)
You cannot REMOVE a staff title if a staff is assigned to that title
Staff are assigned to titles in their individual staff profiles (See ADDING A STAFF MEMBER to see fields of their profile)
Use the DESCRIPTION field to clarify individuals who may fit in that title
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Staff member statusMember Status
Statuses are created to identify the status of a staff member with the system. Here is where you can ADD, EDIT, or REMOVE a status.
The company account defaults to Active and Inactive statuses
An Inactive staff status means the staff with that status, CANNOT log into Rethink
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When creating a new status, you will title the status and then identify whether that status will be considered an active or inactive status
Example: New
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staff status is titled FORMER EMPLOYEE and you keep it as an inactive status. This means any staff within the account who has a status of former employee, cannot log into Rethink as that status is inactive
Status is set on the individual level within their profile
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Staff note types are created if wanting to use the notes section of a Staff member’s profile. The type name helps to organize the type of note being left within a staff’s profile.
The section functions like a post-it note or open notebook, NOT a session note
This section can be used for different reasons; and still requires a permission for the staff to see their own notes section of their profile
o Example 1: Supervisors use this section to leave notes to a direct line staff about communication notes during a meeting
o Example 2: HR staff leave permanent records within a Staff’s profile of staff infractions
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