Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings
Staff Member Titles
Staff member titles are created to organize job titles within your company and assign them to specific roles and permissions. In this section, you are creating possible titles to choose from when making a staff members profiles. All options placed here will then display when adding a staff member to your account.
Within the company account, you have the ability to ADD, EDIT, or REMOVE staff titles.
When adding a new staff title, you’ll name the title and add it to a role
NOTE: The account comes with 6 defaults roles that have default permissions already set. When adding a title to a role, consider who is recommended for that Role (i.e. Role 1 is recommended for Front Line Staff). Multiple titles can be in the same Role / have the same set of permissions
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 these titles made within these areas 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
Staff Member 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
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 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
Staff Note Types
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
·NO notifications are provided when a staff note is left in a staff profile
Be sure to provide permissions to this area for the different roles you want to be able to view or ad/edit notes
