Getting Started: Adding staff

Getting Started: Adding staff



You add employees in much the same way you add children. For employees, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email.

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

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

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

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