Adding Employees Manually

Adding Employees Manually


When adding multiple employees to Teacher Vitae it is always better to do an employee upload rather than to add employees manually. To add employees with an upload use the following link for step by step instructions. 

Update Staff

There are times when a single employee needs to be added. In these cases using the upload process is preferred but does take a bit more time and effort. Employees can be added one at a time in the Manage Employees section. When adding a new employee manually there are steps that can not be skipped (Take note of the red and orange notes):

  • Employee ID

  • State ID

  • Sync ID

  • Add User

  • Add Job History

  • Add Roles (Optional Administrators only)

Steps to adding a new employee manually

Add Employee

  1. Login to Teacher Vitae (as admin)

  2. Hover over More

  3. Click Admin

  1. Click Manage Employees

  1. Click Add Employee

  1. Person Tab

    1. First Name (Required)

    2. Middle Name (Optional)

    3. Last Name (Required)

    4. Email (Required)

  1. Employee Info Tab

    1. Employee ID (Required)

    2. State ID (Required)

    3. Start Date (Optional)

    4. End Date (Optional)

    5. Active (Required)

    6. Sync ID (Required)

  1. Tags Tab (Optional)

Used to group staff together

  1. Users Tab

Note: Without this the user will not be able to log in

    1. Add User

      1. User Name (Required)

      2. Password (Leave Black)

      3. Confirm Password (Leave Black)

      4. Login Is Enabled (Required)

      5. Locked Out (Leave Black)

      6. Click Update

  1. Audit Tab

  2. Save Changes

Add Job History

  1. Repeat steps 2-4 above

  2. Find the employee you just created

  3. Click Job History

  1. Click Add Job History

  1. General Info Tab

    1. Title (Optional)

    2. Position (Required)

    3. Org Unit (Required)

    4. Start Date (Optional)

    5. End Date (Optional)

    6. Active (Required)

  2. Click Save Changes

Add Roles

Adding Roles are only for Administrators or staff that will be doing administrative tasks. For steps to adding roles click the following link. 

Roles


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