Staff General Tab

Staff > Staff Management > General

1. First Name (required) - enter the first name

2. Middle Name - enter the middle name

3. Last Name (required) - enter the last name

4. Suffix - enter the suffix

5. Identifier (required) - change the identifier if needed
   Note: The identifier must match the staff import identifier to prevent a duplicate record

6. State Identifier - enter the state identifier

7. Staff Tags - select staff tags

8. SSN - enter the social security number

9. Date of Birth - select the date of birth

10. Gender - select the gender (male, female, non-binary)

11. Home Address and Mailing Address - enter the street Address, Country, City, State, and Zip of the Home address. Select Mailing Address same as Home Address if appropriate, otherwise, enter the street Address, Country, City, State, and Zip of the Mailing address.

12. Cell Phone - enter the staff cell phone number

13. Home Phone - enter the staff home phone number

14. Email (required) - enter the staff email address

15. Do Not Call - check to prevent SMS or Voice messages from being sent to this person

16. Do Not Email - check to prevent email notifications from being sent to this person

17. Ethnicity - select an ethnicity

18. Race - select race(s)

19. Allergies - select allergies

20. Dietary Restrictions - select dietary restrictions

21. Religious Restrictions - select religious restrictions

22. Active - toggle active status
    Note: Inactivating a staff member also inactivates their user rights.

23. Close - click to return to the previous screen without saving changes

24. Save - click to save changes