eymanage & eylog: Adding staff

eymanage & eylog: Adding staff



You add staff in much the same way you add children. Like with children, staff data is copied over from eymanage to eylog if you have both. For staff, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email.

Importing staff data
As with children, the eyworks team can help you import staff data into the system. Fill out the import template that we provide as a CSV document. Each column represents a different field in the child profile. Type information into the relevant columns, with each new row representing a new staff member.

Send this template to us and we’ll import the data for you.

Adding staff manually in eymanage
  1. Click on  Staff in the sidebar.
  2. Click on the  icon in the top right. 
  3. Fill out the relevant information in each tab of the Staff Profile.
  4. Click Save. 
On the next page, we’ve included an explanation of what the different fields in the eymanage staff profile do. Refer to this if and when necessary.

Adding staff manually in eylog (for non-eymanage customers)
  1. Click on  Practitioners in the sidebar.
  2. Click Add New.
  3. Fill out the practitioner's First Name and Last Name. 
  4. From the Email field, select the email belonging to this staff member's manager.
  5. Fill out any other relevant fields.
  6. Click Submit.

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