Heather C.
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Activity overview
Latest activity by Heather C.-
Heather C. created an article,
Staff & Performance Development: Training Videos Playlist
These training videos will help you understand how Staff & Performance Development works. Introduction and Administration Section Employees Section Forms Section - parts 1-2 Data C...
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Heather C. created an article,
Credentials Report
Users have the ability to run reports on all credentials in the system. Access the Administration section from the Staff & Performance Development menu. Credentials Report Users can run cred...
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Heather C. created an article,
Add Site
Add sites to the organization from your Staff & Performance Development or Catalyst account. Sites will display in both systems and there is no limit to the number of sites that can be added. Acce...
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Heather C. created an article,
Edit Site Information
Edit site information as needed for the organization. Access the Administration section from the Staff & Performance Development menu. Edit Site Any changes made to site information from Cataly...
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Heather C. created an article,
Add Position
Add employee positions to help organize employees. Positions have to be added here in order for them to be available at the employee level. Positions can be used when deciding with whom to share fo...
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Heather C. created an article,
Edit or Delete Position
Edit or delete positions as needed for the organization. Edit PositionDelete Position - No Employees AssignedDelete Position - Employees Assigned Access the Administration section from the Staff...
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Heather C. created an article,
Add Credential - Administration
Add professional credentials to your system to maintain accuracy and ensure employee credentials are aligned with business needs. Credentials have to be added here in order for them to be available...
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Heather C. created an article,
Edit or Delete Credential - Administration
Edit or delete credentials as needed for the organization. Edit CredentialDelete Credential Access the Administration section from the Staff & Performance Development menu. Edit Credential U...
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Heather C. created an article,
Permission Groups - Overview
Permission groups allow employees to access the system and are organized according to Staff & Performance Development sections: Data Collection, Experience, Forms, Reports, Employees and Administra...
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Heather C. created an article,
Permission Group Configurations
The list below describes configurations for permission groups to guide you when creating groups for your employees. Note: It is recommended that permission groups be created early in the set up pro...