> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Employees

> Staff roster, credentials, background checks, training and recognition.

Employees holds your staff roster, credentials, background checks, training and recognition.

Everything that decides whether someone can be assigned to a member lives here.

## Who can use it

Organization Admins, Location Admins, Clinical Managers, and Human Resources staff.

## The Employees tab

Employee roster with position, department, employment status, and hire dates.

**Columns:** First Name · Last Name · Position · Department · Status · Hired · Active · Email

**Active** is what other modules check. An inactive employee should not appear as an assignable
attendant in [Scheduling](/scheduling).

## What else lives here

<CardGroup cols={2}>
  <Card title="Credentials and checks" icon="badge-check" href="/employees/credentials-and-checks">
    Credentials, background checks, and reference checks.
  </Card>

  <Card title="Training" icon="graduation-cap" href="/employees/training">
    Training, orientations, competency, and evaluations.
  </Card>

  <Card title="Health records" icon="syringe" href="/employees/health-records">
    TB screening, clearances, and hepatitis B consent.
  </Card>

  <Card title="Payroll forms" icon="file-text" href="/employees/payroll-forms">
    Direct deposits, W-2s, and W-4s.
  </Card>

  <Card title="Leave and recognition" icon="calendar-days" href="/employees/leave-and-recognition">
    Leave requests, recognition, compliance docs, and email logs.
  </Card>
</CardGroup>

## Adding an employee

<Steps>
  <Step title="Create the roster record">
    Add the employee with position, department, and hire date.
  </Step>

  <Step title="Run background checks">
    Screening must be complete before the employee delivers care. See
    [Credentials and checks](/employees/credentials-and-checks).
  </Step>

  <Step title="Record credentials">
    Licences and certifications, with expiry dates so lapses surface early.
  </Step>

  <Step title="Complete orientation and health records">
    New hire orientation and TB screening are both prerequisites to assignment.
  </Step>

  <Step title="Assign to members">
    Only then set up work assignments and schedules.
  </Step>
</Steps>

The full walkthrough is in [Credentialing a caregiver](/guides/credentialing-a-caregiver).

<Tip>
  The [Dashboard](/dashboard) surfaces **Expiring in 7 Days** and **OIG Flags**. Checking it each
  morning catches credentialing problems before a scheduler hits them.
</Tip>

## Troubleshooting

| Problem                                          | What to check                                                                                   |
| ------------------------------------------------ | ----------------------------------------------------------------------------------------------- |
| An employee cannot be assigned to a visit        | Check **Active** on the roster and whether their credentials or background checks have expired. |
| An employee is missing from the list             | Check your active organization and location, and the status filter.                             |
| I cannot delete an employee                      | Employment records are retained. Set the employee inactive instead.                             |
| Someone appears in the roster but not in Payroll | Payroll works from its own pay schedules. See [Payroll](/payroll).                              |

## Related

<CardGroup cols={2}>
  <Card title="Scheduling" icon="calendar-clock" href="/scheduling">
    Assign credentialed staff to members.
  </Card>

  <Card title="Payroll" icon="wallet" href="/payroll">
    Pay schedules and time entry windows.
  </Card>
</CardGroup>