Creating a New Employee Profile

Trina Mackay

Mar 14, 2024

4269

NOTE: If you are associated with a Chartwell Community, please contact AYST for profile assistance.

Passwords: You will not be able to assign a password when you first create a profile. A login email will be sent to the email that you insert on the new profile. If they do not get an email, you can then go in and the password field will be there so you can add a temporary password.

Create a New Employee Profile

Step	Task	Screenshot
1	Select Site Admin>Add/Edit Users from your menu bar under the TLC logo.
2	Scroll to the bottom of the page and click Add a New User.
3	Type in a username according to TLC Standards. (i.e. first initial and last name)
4	Type in email address for user (Mandatory field).
5	Type first name of user.
6	Type last name (surname) of user Select the start date of the employee.
7	Check the box for the profile to receive notifications.
8	Select the employee since date from the calendar.
9	*For Staff: In ‘Member of’ start typing the community and/or department and choose from the list (profiles can have more than one role) For Managers: In ‘Manager of’ start typing the community and/or department and choose from the list (profiles can have more than one role). Only one of these fields should be used in a profile not both.
10	OPTIONAL: Enter Employee Number
10	Click Create User to create the profile.

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DO NOT USE ‘MANAGER OF’ FIELD IF THE NEW EMPLOYEE IS NOT A MANAGER. LEAVE BLANK IF THEY HAVE A STAFF ROLE. If you fill in this field for staff, they will have access to run reports.

You can only see roles that pertain to your site/organization. If a role for another organization needs to be added to the employee, please contact ORCA.

Employee Profiles can have more than one role but only in either the ‘Member of’ or ‘Manager of’, not in both fields as one must remain empty. This would depend on the duties of that employee in the Retirement Home.

For example, the Kitchen Manager may also oversee the Dining Room and would therefore be assigned two roles to be able to see the progress of all employees in those two departments. You can choose more than one ‘Manager of ‘role in the drop-down of that field.

The email address is for password resets and notifications only. If an employee does not have an email address, the home’s general email or the Supervisor’s email may be used.

There is a standard for setting usernames. Please see The Learning Centre Standards section of this guide for creating usernames.

When an employee logs in to The Learning Centre for the first time, they will be asked to update their password and create a security question.

Create a New Employee Profile

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