Adding A New Employee

An employee may be an employee of a single organization or multiple organizations.  There must be an employee record created for each additional organization that the employee is a member of.  For example, a person may be an employee of Davidson Region, Hamilton Region, and Shelby Region simultaneously.  That employee will have three employee records, one for each region/organization.  If that person becomes an employee of another region/organization, then a new employee record will need to be created for that region/organization.  SPECIAL NOTE:  When making a person an employee of multiple organizations, always associate the same person record to the employee record. Follow these steps to add a new employee:

  1. From the Home screen, click Administration > Staff .

  2. Click on the Maintain Staff link. The Employee Search screen appears.  

  3. Enter the search criteria for the employee and click Search button. If the employee's name is not returned in the search results, click on the Add Employee button.  

  4. TFACTS will present the Person Search page.  

  5. Enter the search criteria (i.e., person's last name and first name or you may search for a particular person ID.)

  6. Click on the Search button.

  7. If the employee's name is returned in the Person Search Results, click on the select link (clicking on the select link indicates that the person has a person record and therefore a new person record would not have to be created).  After clicking the select link, TFACTS will return to the Maintain Staff screen where you can begin entering the employee information.

OR

If the employee does not exist, click on the Add Person button, TFACTS will present the Person Profile screen and you can begin recording the details for adding a new person . Upon completion, click the Save button and TFACTS will present the Person Overview screen.  Click on Close button so that you will be returned to the Maintain Staff screen where you can begin entering the employee information.

  1. Enter the employee's email address, and hire date, then click on the Apply button.  NOTE:  The Supervisor Override option and the Add Job button is not available to you until the Apply button is clicked.

  1. (Optional) If this employee does not have a primary supervisor, check the Supervisor Override box.

  2. Click on the Add Job button to associate the employee with an organization.

  3. (Optional) Click on the Licenses tab if the employee has any job-related licenses.

  4. Click Save. You are returned to the Employee Search screen.