Add Staff Member Credential Types

Within your Company Account

GO TO

Staff Member Settings

then SCROLL to

Staff Member Credential Types

To add a new type click “+ Staff Credential Type”

Then

Add the new type and SAVE.

Open

A Staff Member Credential Type allows you to categorize the types of credentials your organization needs.

Open

• The defaults within your account are examples and are up to each company to decide if they want to incorporate.

• Defaults values may be edited

• Credential Types may be removed if they have not been assigned to any staff profiles

• Duplicate credential types are not allowed

EDIT Staff Member Credential Type

To EDIT a Staff Member Credential Type select EDIT, once changes are made select SAVE:

Changes will impact any existing data previously assigned to a staff.

REMOVE Staff Member Credential Type

To REMOVE a Staff Member Credential Type - select REMOVE

Then select DELETE

• Once a Credential Type is deleted, it will be deleted from your system entirely. If you wish to re-add the credential type, you will need to start over by ADDING the credential

• Once a Credential Type is linked to a staff profile there will no longer be the option to remove

ADD Staff Member Credentials

Within your Company Account > Staff Member Settings

then SCROLL to

Staff Member Credentials

The Staff Member Credentials allows you to now manage the credentials that are created within your system. Staff Credentials will then populate in your funder billing codes drop down as well as in staff member profiles.

*if you were an existing user when this feature launched by default all credentials that were assigned to staff in your account will populate were automatically added to your account.

• Once a Credential is added - the option to add a Credential Type from your customized list above will populate.

• Credentials can be used to designate professional, education degrees, human resource requirements such as Master’s Degree, Driver’s License, Liability Insurance, CPR or Safety Training.

• Duplicate credential types are not allowed

• Similar to Credential Types, once a Credential is linked within your account the above to remove will no longer be applicable

EDIT Staff Member Credential

The option to EDIT credentials allows you to update all fields within the credential:

Changes will impact any existing data previously assigned to a staff.

REMOVE Staff Member Credential

To REMOVE a Credential - select REMOVE

Then select DELETE

• Once a Credential is deleted, it will be deleted from your system entirely. If you wish to re-add the credential, you will need to start over by ADDING the credential

• Once a Credential is linked to a staff profile or a funder restriction, there will no longer be the option to remove

  • There is an option to mark the credential as Inactive

Inactivate Credentials

In Company Account>Staff Members>Staff Members Credentials

click EDIT next to the credential you need to make inactive

CHECK the “Inactive” Box then SAVE

• Credentials can be marked as inactive or active anytime

• Inactive Staff Member Credentials will not be available to select as options when adding to staff profiles

View or Select Custom License/Credentials

All active Staff Member Credentials added in the company account will be available as options in the following 2 areas of your account:

Funder Services + Billing Code:

Staff Member Profile > License/Certifications:

Set Roles & Permissions

Go to Company Account>Roles

Scroll down to Staff Member Info

3 new permissions have been added:

• View Staff Credentials

• Edit Staff Credentials

• Dismiss Credential Warnings

• Users with “View” permission can only View Staff Credentials

• Users with “Edit“permission can Add/Edit and Delete Staff Credential Types

• Users can dismiss Credential warnings in the Staff Member List and within any staff member profile

Important: Once a credential warning has been dismissed the system will no longer flag an expired or credential that will be expiring within 30 days.

Block staff from verifying appointments if credentials are expired

Go to Company Account>Funders

click Edit

scroll down to Scheduling Rules