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Creating a New Staff Member

Newly-created staff members are configured with the default Content Formatting and Language of the Proliance organization in which they were created. After the new staff member logs in, they can update their content formatting and langauge preferences in the My Preferences dialog.

Ensure that you have all of the information that you will need, including the following required values:

• The staff member's first and last name
• The name of the org company that employs the staff member
• The name that will be displayed in Proliance
• The staff member's organizational ID number.

To create a new staff member, your security role must have permission to create staff. For more information, see About Security Permissions.

To create a new staff member

1. Open the Staff tab for the org company employing the new staff member.

— or —

Open the Staff register.

2. Click New to create a new staff member using the default template.

— or —

Click the arrow next to New to choose another template. For more information, see About Document Subtypes.

A blank staff document appears. Some information may already be filled in, depending on the template used.

3. Complete the following required information:
• First Name:Type the given name of the staff member.
• Last Name:Type the surname of the staff member.
• Title:Type the organizational title of the staff member.
• Staff ID:Type the ID assigned to the staff member by the human resources department of your organization. This ID may be from non-Proliance documents, such as pay stubs or health care claim forms.
• Company:Click the Magnifying Glass icon to select the org company to which the staff member belongs.
  
  If the company that you wish to select has not been created in Proliance, click New while in the Companies dialog box. Complete the required fields and click Save. You can now return to the dialog box to select this company.
4. Complete any other necessary information for the staff document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see About Required Fields.

Please refer to the following for more information on the fields for each page:

• Main
• Training History
• Workspace History
• Properties
5. Click Save.

Proliance saves the page. Click Exit Edit Mode when done.

What can I do now?

Once the staff member is active, if he or she will be logging onto Proliance you should create a User Account. For more information, see Creating a User Account.