- Add an employee Add one person at a time, what each field does, and what happens next. AdministratorsManagers
- Invite employees so they can sign in Send invitation emails one at a time, to everyone pending, or to a selection — and what employees receive. AdministratorsManagers
- Import employees from a CSV file Upload a spreadsheet of employees, review the preview, handle duplicates, and check the results. AdministratorsManagers
- Find, filter and update employees in bulk Search the Employees list, filter by department and training status, and act on many people at once. AdministratorsManagers
- Edit an employee's name, email, department or job title Update an employee's details, including what to do if a new email address is "already taken". AdministratorsManagers
- Deactivate or reactivate an employee Temporarily stop someone from signing in without removing their records — and turn them back on later. AdministratorsManagers
- Remove an employee (and bring them back) What removing an employee does to their access and records, and how to restore someone you removed. AdministratorsManagers
- Send an employee a password reset Help an employee who's locked out or whose invitation expired by emailing them a new link. AdministratorsManagers
- Employee limits: what counts toward your plan How many employees each plan allows, who counts, and what to do when you reach the limit. AdministratorsManagers
- Organize employees into departments Create departments, move employees between them, and use them for filtering and reports. AdministratorsManagers
- Use job codes to label roles (RN, CNA, MD…) Create job codes, give employees one or more, and import codes in bulk. AdministratorsManagers